Update shared on30 Aug 2025
Fair value Increased 3.09%Despite a modest decline in consensus revenue growth forecasts, StoneCo's significantly lower future P/E implies improved expected profitability, supporting an upward revision in the consensus analyst price target from $16.43 to $16.94.
What's in the News
- StoneCo raised full-year 2025 guidance, now expecting gross profit growth above 14.5% and gross profit to exceed BRL 6.3 billion.
- Expected 2025 EPS growth upgraded to 32% year-over-year, up from 18%, reflecting stronger net income and share buybacks.
- StoneCo was removed from multiple Russell value and small-cap indices, including Russell 2000 Value, 2500 Value, 3000 Value, 3000E Value, and Small Cap Comp Value benchmarks and indices.
Valuation Changes
Summary of Valuation Changes for StoneCo
- The Consensus Analyst Price Target has risen slightly from $16.43 to $16.94.
- The Future P/E for StoneCo has significantly fallen from 4.99x to 0.95x.
- The Consensus Revenue Growth forecasts for StoneCo has fallen from 8.7% per annum to 8.2% per annum.
Disclaimer
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