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VTEX Community
NYSE:VTEX Community
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VTEX
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Regulation And Rivals Will Shrink Margins Yet Spark Optimism
Key Takeaways Regulatory hurdles and compliance costs, especially in core regions, threaten long-term margin expansion and platform flexibility as digital adoption accelerates. Intensifying competition and costly innovation may pressure margins and limit sustained revenue growth, despite technology investment and international expansion efforts.
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US$7.30
FV
14.1% undervalued
intrinsic discount
13.46%
Revenue growth p.a.
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7 days ago
author updated this narrative
VTEX
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Diversification Into Retail Media And Post-Sales Markets Will Expand Earnings Potential
Key Takeaways VTEX's innovative products and strategic investments aim to enhance revenue and diversify into new, higher-margin market segments. Strong enterprise customer acquisition and operational efficiency focus predict long-term profitability and cash flow growth.
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US$8.95
FV
29.9% undervalued
intrinsic discount
14.05%
Revenue growth p.a.
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7 days ago
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VTEX
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Accelerating Digital Trends And Emerging Markets Will Foster Omnichannel Expansion
Key Takeaways Accelerating global digital transformation, geographic expansion, and a broad client base position VTEX for sustained subscription revenue and market share growth. Emphasis on high-margin SaaS, automation, and product innovation drives margin improvement, higher customer value, and stronger long-term profitability.
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US$12.00
FV
47.8% undervalued
intrinsic discount
20.62%
Revenue growth p.a.
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10 days ago
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Your Valuation for
VTEX
VTEX
VTEX
Your Fair Value
US$
Current Price
US$6.10
28.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-67m
430m
2015
2018
2021
2024
2025
2027
2030
Revenue US$429.7m
Earnings US$25.8m
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