Update shared on29 Sep 2025
Fair value Increased 8.11%The upward revision in StoneCo’s price target primarily reflects a lower discount rate, which more than offsets slightly reduced revenue growth expectations, resulting in a new consensus fair value estimate of $19.06.
What's in the News
- Raised 2025 gross profit guidance to over BRL 6.3 billion, implying 14.5%+ year-over-year growth.
- Upgraded expected 2025 EPS growth from 18% to 32%, driven by share buybacks and higher net income.
Valuation Changes
Summary of Valuation Changes for StoneCo
- The Consensus Analyst Price Target has risen from $17.64 to $19.06.
- The Discount Rate for StoneCo has fallen from 8.58% to 7.74%.
- The Consensus Revenue Growth forecasts for StoneCo has fallen from 8.1% per annum to 7.4% per annum.
Disclaimer
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