Azzas 2154 Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Azzas 2154 wird ein jährliches Gewinn- und Umsatzwachstum von 8.7% bzw. 6.2% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 9.1% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.3% betragen.
Wichtige Informationen
8.7%
Wachstumsrate der Gewinne
9.14%
EPS-Wachstumsrate
| Luxury Gewinnwachstum | 2.4% |
| Wachstumsrate der Einnahmen | 6.2% |
| Zukünftige Eigenkapitalrendite | 10.31% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 13 Jul 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrative-Update • Jul 09
AZZA3: Fair Value View Will Weigh New Audit Appointment And Margin Outlook
Analysts have reduced the Azzas 2154 price target from R$31.50 to R$17.00, citing updates to their models that now reflect a R$17.0 fair value estimate. This is based on revised discount rates, revenue growth, profit margin assumptions and a lower future P/E multiple.
Narrative-Update • Jun 25
AZZA3: Auditor Transition Will Support Future Upside Potential
The analyst price target for Azzas 2154 has shifted slightly to R$29.46 from R$30.27, with analysts citing updated assumptions for discount rates, revenue growth, profit margins and expected future P/E multiples. What's in the News Azzas 2154 has scheduled a board meeting for April 23, 2026, to decide on changes to its independent audit services.Narrative-Update • Jun 01
AZZA3: Auditor Change And Higher Future P/E Will Support Upside Potential
For Azzas 2154, analysts now see fair value closer to R$30.27, down from about R$33.38. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.Analyseartikel • May 19
Impressive Earnings May Not Tell The Whole Story For Azzas 2154 (BVMF:AZZA3)
Despite announcing strong earnings, Azzas 2154 S.A.'s ( BVMF:AZZA3 ) stock was sluggish. We did some digging and found...Narrative-Update • Apr 30
AZZA3: Higher Future P/E Assumptions Will Support Upside Potential
The updated analyst price target for Azzas 2154 has moved by R$1.00, reflecting revised expectations for slightly lower revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and a small adjustment to the discount rate. Valuation Changes Fair Value: reduced from R$34.38 to R$33.38, reflecting a modest move lower in the modelled equity value.Narrative-Update • Apr 12
AZZA3: Higher Required Return Will Still Support Future Upside Potential
Analysts have trimmed the price target for Azzas 2154 by roughly R$1, reflecting slightly higher assumed discount rates and more cautious revenue growth expectations. This was partly offset by a small uplift in projected profit margins and a marginally lower future P/E.Narrative-Update • Mar 28
AZZA3: Higher Required Return Will Still Support Future Upside Potential
Analysts have trimmed the Azzas 2154 price target slightly to R$35.23 from R$35.31, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together point to a marginally adjusted valuation profile. Valuation Changes Fair Value: R$35.23, slightly below the previous estimate of R$35.31, implying a very small adjustment to the modeled upside.Narrative-Update • Mar 12
AZZA3: Adjusted Assumptions Will Still Support Future Upside Potential
Analysts have trimmed their price target for Azzas 2154 by R$1 to R$35.31, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margins and future P/E. Valuation Changes Fair Value: model fair value moved from R$36.31 to R$35.31, a reduction of about 2.8%.Narrative-Update • Feb 24
AZZA3: Slightly Lower Assumptions Will Still Support Future Upside
Analysts have trimmed their price target for Azzas 2154 to R$36.31 from R$38.00, citing slightly adjusted assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: R$38.00 adjusted to about R$36.31, a small reduction in the indicative valuation level.Narrative-Update • Feb 10
AZZA3: Remote Meeting And Stable Assumptions Will Support Future Upside
Analysts have trimmed their price target on Azzas 2154 from $39.29 to $38.00, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E that slightly adjust their valuation framework. What's in the News Azzas 2154 has scheduled a Special or Extraordinary Shareholders Meeting for December 9, 2025, to be held exclusively remotely in Brazil (Key Developments).Analyseartikel • Feb 08
We Think Azzas 2154 (BVMF:AZZA3) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative-Update • Jan 26
AZZA3: Remote Meeting And Slightly Higher Margins Will Support Future Upside
Analysts have trimmed their price target for Azzas 2154 from $42.96 to $39.29, citing slightly revised assumptions around discount rate, revenue growth, profit margins, and future P/E in order to reflect a more measured outlook on the shares. What's in the News Azzas 2154 has scheduled a Special/Extraordinary Shareholders Meeting for December 9, 2025, to be held exclusively remotely in Brazil (company event filing).Narrative-Update • Jan 11
AZZA3: Remote Meeting And Stronger Margins Will Support Future Upside
Analysts have trimmed their price target on Azzas 2154 to US$42.96 from US$45.32, citing updated assumptions around slightly softer revenue growth, a modestly higher discount rate, stronger profit margins, and a lower future P/E multiple. What's in the News Azzas 2154 has scheduled a Special or Extraordinary Shareholders Meeting for December 9, 2025, to be held exclusively remotely in Brazil (Key Developments).Narrative-Update • Dec 15
AZZA3 Remote Meeting And Margin Strength Will Drive Future Share Upside
Analysts have modestly reduced their price target on Azzas 2154 to approximately $45.32 from about $47.07, citing slightly lower long term revenue growth expectations and a higher required return. This was partially offset by improved margin forecasts and a marginally lower projected earnings multiple.Narrative-Update • Nov 29
AZZA3: Stronger Profit Margins And Remote Meeting Will Drive Share Upside
Analysts have slightly lowered the fair value estimate for Azzas 2154 from $47.36 to $47.07. They cite modestly reduced revenue growth expectations and a higher projected discount rate as key factors behind the adjustment.Analyseartikel • Nov 17
Solid Earnings May Not Tell The Whole Story For Azzas 2154 (BVMF:AZZA3)
Azzas 2154 S.A.'s ( BVMF:AZZA3 ) healthy profit numbers didn't contain any surprises for investors. We believe that...Narrative-Update • Nov 15
AZZA3: Future Earnings Potential Will Drive Shares Higher Despite Margin Dip
Analysts have lowered their price target for Azzas 2154 by $1.00, citing slightly reduced forecasts for revenue growth and profit margins in upcoming periods. Valuation Changes Fair Value decreased modestly from R$48.36 to R$47.36.Narrative-Update • Nov 01
AZZA3: Future Earnings Will Benefit From International Expansion And Digital Channels
Analysts have lowered their price target for Azzas 2154 from $51.21 to $48.36, citing slightly slower projected revenue growth and profit margins as the main factors behind this adjustment. Valuation Changes Fair Value Estimate: Decreased from R$51.21 to R$48.36.Analyseartikel • Oct 30
Azzas 2154 (BVMF:AZZA3) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Analyseartikel • Oct 03
What Azzas 2154 S.A.'s (BVMF:AZZA3) P/E Is Not Telling You
There wouldn't be many who think Azzas 2154 S.A.'s ( BVMF:AZZA3 ) price-to-earnings (or "P/E") ratio of 7.3x is worth a...Analyseartikel • Jul 14
These 4 Measures Indicate That Azzas 2154 (BVMF:AZZA3) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • May 06
Why Investors Shouldn't Be Surprised By Azzas 2154 S.A.'s (BVMF:AZZA3) 33% Share Price Surge
Those holding Azzas 2154 S.A. ( BVMF:AZZA3 ) shares would be relieved that the share price has rebounded 33% in the...Analyseartikel • Apr 14
Azzas 2154 (BVMF:AZZA3) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Mar 13
With A 30% Price Drop For Azzas 2154 S.A. (BVMF:AZZA3) You'll Still Get What You Pay For
The Azzas 2154 S.A. ( BVMF:AZZA3 ) share price has fared very poorly over the last month, falling by a substantial 30...
Neues Narrative • Feb 09
Operational Efficiencies And Global Expansion Will Strengthen Hering And Farm Brands By 2025
Strategic brand recovery and international expansion for Hering and Farm suggest potential revenue growth and market strength in Brazil and globally.Analyseartikel • Dec 28
At R$29.14, Is Azzas 2154 S.A. (BVMF:AZZA3) Worth Looking At Closely?
Azzas 2154 S.A. ( BVMF:AZZA3 ), is not the largest company out there, but it received a lot of attention from a...Analyseartikel • Dec 05
We Think Azzas 2154 (BVMF:AZZA3) Can Stay On Top Of Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Nov 15
Azzas 2154 S.A.'s (BVMF:AZZA3) Business Is Trailing The Market But Its Shares Aren't
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 9x, you may consider Azzas...Analyseartikel • Aug 20
Azzas 2154's (BVMF:AZZA3) Earnings Are Of Questionable Quality
Last week's profit announcement from Azzas 2154 S.A. ( BVMF:AZZA3 ) was underwhelming for investors, despite headline...Analyseartikel • Jul 30
Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) Investors Are Less Pessimistic Than Expected
When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 9x, you may consider Arezzo...Analyseartikel • May 11
The Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) First-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week, you might have seen that Arezzo Indústria e Comércio S.A. ( BVMF:ARZZ3 ) released its quarterly result to...Analyseartikel • May 10
At R$49.75, Is It Time To Put Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3) On Your Watch List?
Arezzo Indústria e Comércio S.A. ( BVMF:ARZZ3 ), is not the largest company out there, but it received a lot of...Analyseartikel • Mar 05
Earnings Tell The Story For Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)
Arezzo Indústria e Comércio S.A.'s ( BVMF:ARZZ3 ) price-to-earnings (or "P/E") ratio of 16.4x might make it look like a...Analyseartikel • Jan 21
Is Now An Opportune Moment To Examine Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?
Arezzo Indústria e Comércio S.A. ( BVMF:ARZZ3 ), might not be a large cap stock, but it received a lot of attention...Analyseartikel • Nov 14
Arezzo Indústria e Comércio (BVMF:ARZZ3) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Oct 23
When Should You Buy Arezzo Indústria e Comércio S.A. (BVMF:ARZZ3)?
Arezzo Indústria e Comércio S.A. ( BVMF:ARZZ3 ), might not be a large cap stock, but it received a lot of attention...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 13,796 | 983 | 1,421 | 1,137 | 9 |
| 12/31/2027 | 12,957 | 869 | 1,285 | 913 | 11 |
| 12/31/2026 | 12,157 | 686 | 172 | 816 | 12 |
| 3/31/2026 | 11,602 | 832 | 807 | 1,168 | N/A |
| 12/31/2025 | 11,819 | 911 | 691 | 1,075 | N/A |
| 9/30/2025 | 11,960 | 753 | 7 | 490 | N/A |
| 6/30/2025 | 11,548 | 795 | -176 | 313 | N/A |
| 3/31/2025 | 10,004 | 386 | -146 | 316 | N/A |
| 12/31/2024 | 8,380 | 342 | -55 | 364 | N/A |
| 9/30/2024 | 6,401 | 531 | 11 | 297 | N/A |
| 6/30/2024 | 5,120 | 438 | 228 | 446 | N/A |
| 3/31/2024 | 4,894 | 409 | 208 | 433 | N/A |
| 12/31/2023 | 4,847 | 399 | 177 | 413 | N/A |
| 9/30/2023 | 4,734 | 385 | -48 | 198 | N/A |
| 6/30/2023 | 4,606 | 373 | -174 | 88 | N/A |
| 3/31/2023 | 4,419 | 390 | -177 | 66 | N/A |
| 12/31/2022 | 4,234 | 425 | -95 | 138 | N/A |
| 9/30/2022 | 4,015 | 422 | -32 | 192 | N/A |
| 6/30/2022 | 3,655 | 398 | 0 | 224 | N/A |
| 3/31/2022 | 3,263 | 414 | -3 | 194 | N/A |
| 12/31/2021 | 2,924 | 345 | 73 | 242 | N/A |
| 9/30/2021 | 2,475 | 318 | 160 | 281 | N/A |
| 6/30/2021 | 2,114 | 268 | 234 | 301 | N/A |
| 3/31/2021 | 1,715 | 52 | 213 | 257 | N/A |
| 12/31/2020 | 1,591 | 49 | 174 | 220 | N/A |
| 9/30/2020 | 1,414 | 30 | 53 | 106 | N/A |
| 6/30/2020 | 1,438 | 42 | 49 | 109 | N/A |
| 3/31/2020 | 1,678 | 165 | 96 | 168 | N/A |
| 12/31/2019 | 1,679 | 162 | N/A | 205 | N/A |
| 9/30/2019 | 1,624 | 146 | N/A | 178 | N/A |
| 6/30/2019 | 1,593 | 146 | N/A | 146 | N/A |
| 3/31/2019 | 1,574 | 139 | N/A | 131 | N/A |
| 12/31/2018 | 1,527 | 143 | N/A | 118 | N/A |
| 9/30/2018 | 1,478 | 156 | N/A | 127 | N/A |
| 6/30/2018 | 1,438 | 153 | N/A | 133 | N/A |
| 3/31/2018 | 1,393 | 159 | N/A | 147 | N/A |
| 12/31/2017 | 1,360 | 154 | N/A | 172 | N/A |
| 9/30/2017 | 1,336 | 135 | N/A | 174 | N/A |
| 6/30/2017 | 1,312 | 133 | N/A | 166 | N/A |
| 3/31/2017 | 1,279 | 124 | N/A | 131 | N/A |
| 12/31/2016 | 1,239 | 116 | N/A | 102 | N/A |
| 9/30/2016 | 1,184 | 114 | N/A | 105 | N/A |
| 6/30/2016 | 1,152 | 114 | N/A | 84 | N/A |
| 3/31/2016 | 1,142 | 116 | N/A | 91 | N/A |
| 12/31/2015 | 1,121 | 120 | N/A | 91 | N/A |
| 9/30/2015 | 1,126 | 116 | N/A | 75 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: AZZA3Das prognostizierte Gewinnwachstum (8.7% pro Jahr) liegt unter der Sparquote (12.4%).
Ertrag vs. Markt: AZZA3Die Erträge des Unternehmens (8.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt BR (12.9% pro Jahr).
Hohe Wachstumserträge: AZZA3Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: AZZA3Die Einnahmen des Unternehmens (6.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt BR (7.1% pro Jahr).
Hohe Wachstumseinnahmen: AZZA3Die Einnahmen des Unternehmens (6.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: AZZA3Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.3%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/20 10:26 |
| Aktienkurs zum Tagesende | 2026/07/17 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Azzas 2154 S.A. wird von 21 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Belaunde | Barclays |
| Robert Ford Aguilar | BofA Global Research |
| Pedro Pinto | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |