Cogna Educação S.A.

BOVESPA:COGN3 Lagerbericht

Marktkapitalisierung: R$4.4b

Cogna Educação Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 2/6

Cogna Educação verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 73.9%, während die Gewinne der Branche Consumer Services jährlich um gewachsen und zwar um 35.7%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 9.5%. Die Eigenkapitalrendite von Cogna Educação beträgt 4.7% und die Nettomargen betragen 8.9%.

Wichtige Informationen

73.89%

Wachstumsrate der Gewinne

74.02%

EPS-Wachstumsrate

Consumer Services Wachstum der Industrie-12.32%
Wachstumsrate der Einnahmen9.50%
Eigenkapitalrendite4.65%
Netto-Marge8.92%
Nächste Ertragsaktualisierung12 Aug 2026

Jüngste Aktualisierungen vergangener Leistungen

Analyseartikel Nov 14

Shareholders Shouldn’t Be Too Comfortable With Cogna Educação's (BVMF:COGN3) Strong Earnings

The latest earnings release from Cogna Educação S.A. ( BVMF:COGN3 ) disappointed investors. We did some analysis and...

Recent updates

Narrative-Update Jul 28

COGN3: Higher Required Return Will Support Bullish Case Into 2026 Meeting

The analyst price target for Cogna Educação has been revised lower to reflect a new fair value estimate of R$2.62. Analysts attribute the change to updated assumptions for the discount rate, revenue growth, profit margins and forward P/E, which they identify as the key drivers behind the adjustment.
Narrative-Update Jul 10

COGN3: Upcoming 2026 Shareholder Meeting Will Shape Bullish Repricing Potential

The analyst price target for Cogna Educação has shifted from around R$5.69 to R$5.00. Analysts cited updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the basis for this revision.
Narrative-Update Jun 26

COGN3: Dividend Payout And Solid Margins Will Support Future Share Repricing

The latest Narrative Update on Cogna Educação reflects a revised analyst price target of R$4.03 from R$4.48, with analysts pointing to updated assumptions for the discount rate, expected revenue growth, profit margins and future P/E multiples as key drivers of the change. What’s in the News for Cogna Educação Cogna Educação scheduled a Special and Extraordinary Shareholders Meeting for May 8, 2026, as disclosed in company event filings.
Narrative-Update Apr 29

COGN3: Dividend Visibility And Stronger Margins Will Support Future Share Repricing

Analysts now estimate Cogna Educação's fair value at around R$4.48 per share, compared with R$4.60 previously, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The company announced an annual dividend of R$0.0143 per share, with payment scheduled for May 29, 2026, ex-date on April 28, 2026, and record date on April 27, 2026 (Key Developments).
Narrative-Update Apr 15

COGN3: Dividend And Stable Margins Will Support Future Repricing Of Shares

Analysts have slightly reduced their price target for Cogna Educação, with fair value now at around R$4.60, down from R$4.67, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Cogna Educação S.A. announced an annual dividend of R$0.0143 per share.
Narrative-Update Mar 31

COGN3: Revised Earnings Assumptions Will Support Future Repricing Of Undervalued Shares

Analysts have slightly revised their R$ price target on Cogna Educação, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more conservative earnings profile than previously assumed. Valuation Changes Fair Value: R$4.67 is unchanged, with the revised assumptions offsetting each other at the model level.
Narrative-Update Mar 17

COGN3: Planned Stock Split Will Support Future Repricing Of Undervalued Shares

Analysts have trimmed their price target for Cogna Educação slightly from R$4.71 to R$4.67, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News Cogna Educação has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).
Narrative-Update Mar 03

COGN3: Planned Stock Split Will Support Current Undervalued Share Price

Analysts have kept their fair value estimate for Cogna Educação broadly unchanged at around R$4.71 per share, with only minor tweaks to inputs such as the discount rate and future P/E assumptions driving a very small adjustment in their price target rationale. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).
Narrative-Update Feb 17

COGN3: Higher Future P/E And Stock Split Will Support Undervalued Shares

Analysts now place Cogna Educação's fair value at around R$4.71, a very small move from R$4.70. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Analyseartikel Feb 12

We Think Cogna Educação (BVMF:COGN3) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrative-Update Feb 02

COGN3: Future P/E And Planned Stock Split Will Support Fairly Valued Shares

Analysts have lifted their price target on Cogna Educação to R$4.70 from R$4.01, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together support a higher fair value estimate. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).
Neues Narrative Jan 24

Health Course Shift And Credit Quality Will Pressure Margins And Future Earnings

Catalysts About Cogna Educação Cogna Educação operates higher education, basic education and educational services businesses in Brazil through units such as Kroton, Vasta and Saber. What are the underlying business or industry changes driving this perspective?
Analyseartikel Jan 22

Revenues Not Telling The Story For Cogna Educação S.A. (BVMF:COGN3) After Shares Rise 30%

The Cogna Educação S.A. ( BVMF:COGN3 ) share price has done very well over the last month, posting an excellent gain of...
Narrative-Update Jan 19

COGN3: Future P/E And Margin Outlook Will Support Fairly Valued Shares

Analysts have raised their price target for Cogna Educação from R$3.72 to R$4.01, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework. What's in the News Cogna Educação S.A. has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).
Analyseartikel Jan 07

Cogna Educação (BVMF:COGN3) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Narrative-Update Jan 05

COGN3: Future Earnings Multiple Will Reflect Undervalued Upside Despite Higher Discount Rate

Analysts have trimmed their fair value estimate for Cogna Educação from R$4.10 to about R$3.72, citing updated assumptions around discount rates, long term revenue growth, profit margins and future P/E levels. What's in the News Cogna Educação has scheduled a stock split or significant stock dividend with a 1.1000011-for-1 ratio, effective December 26, 2025 (Key Developments).
Narrative-Update Dec 22

COGN3: Future Earnings Multiple Will Drive Attractive Upside From Current Levels

Analysts have slightly increased their price target for Cogna Educação to reflect modestly stronger expectations for revenue growth and stable profitability, even as they apply a marginally higher discount rate and future price-to-earnings multiple in their valuation models. Valuation Changes Fair Value Estimate remained unchanged at R$4.10 per share, indicating no revision to the intrinsic value assessment.
Narrative-Update Dec 08

COGN3: Future Earnings Multiple And Margins Will Shape Fairly Valued Outlook

Analysts have nudged their price target on Cogna Educação slightly higher to R$4.10 from R$4.05, reflecting modestly increased fair value estimates and a marginally richer assumed future earnings multiple, despite a slightly higher discount rate. Valuation Changes Fair Value: risen slightly to R$4.10 from R$4.05, reflecting a marginal upward revision in intrinsic value estimates.
Analyseartikel Dec 06

There's Reason For Concern Over Cogna Educação S.A.'s (BVMF:COGN3) Price

It's not a stretch to say that Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1x right now...
Narrative-Update Nov 24

COGN3: Future Margins And Index Addition Will Shape Performance

Analysts have raised their price target for Cogna Educação from R$3.82 to R$4.05, citing improved anticipated profit margins. This comes despite adjusted expectations for revenue growth and a slightly higher discount rate.
Analyseartikel Nov 14

Shareholders Shouldn’t Be Too Comfortable With Cogna Educação's (BVMF:COGN3) Strong Earnings

The latest earnings release from Cogna Educação S.A. ( BVMF:COGN3 ) disappointed investors. We did some analysis and...
Analyseartikel Nov 13

Cogna Educação (BVMF:COGN3) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narrative-Update Nov 04

COGN3: Improved Margins And Index Inclusion Will Shape Outlook Despite Ongoing Risks

Analysts have increased their price target for Cogna Educação from R$3.61 to R$3.82. They cite an improved profit margin outlook and a lower discount rate, both of which are driving higher fair value estimates.
Narrative-Update Oct 20

Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges

Analysts have raised their price target for Cogna Educação from R$3.32 to R$3.61. They cite improved revenue growth and profit margin expectations as key factors behind the upward revision.
Analyseartikel Oct 02

Cogna Educação (BVMF:COGN3) Is Doing The Right Things To Multiply Its Share Price

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analyseartikel Sep 06

Investors Still Waiting For A Pull Back In Cogna Educação S.A. (BVMF:COGN3)

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Consumer Services industry in Brazil, you could...
Neues Narrative Aug 25

Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges

Key Takeaways Digital adoption, technology investments, and an asset-light strategy are strengthening margins, scalability, and long-term free cash flow generation. Socioeconomic tailwinds, favorable regulation, and financial discipline support enrollment, revenue growth, and increased market share.
Analyseartikel May 12

Cogna Educação S.A. (BVMF:COGN3) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Despite an already strong run, Cogna Educação S.A. ( BVMF:COGN3 ) shares have been powering on, with a gain of 32% in...
Analyseartikel Mar 28

Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Still On The Mark Following 31% Share Price Bounce

Cogna Educação S.A. ( BVMF:COGN3 ) shares have continued their recent momentum with a 31% gain in the last month alone...
Analyseartikel Mar 19

Cogna Educação's (BVMF:COGN3) Earnings Are Of Questionable Quality

Cogna Educação S.A.'s ( BVMF:COGN3 ) stock was strong after they recently reported robust earnings. We did some...
Analyseartikel Mar 14

Cogna Educação S.A. (BVMF:COGN3) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are probably feeling a little disappointed, since its shares fell 2.4...
Analyseartikel Feb 11

We Like These Underlying Return On Capital Trends At Cogna Educação (BVMF:COGN3)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analyseartikel Jan 18

Cogna Educação S.A.'s (BVMF:COGN3) 26% Jump Shows Its Popularity With Investors

Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
Analyseartikel Dec 02

Cogna Educação S.A.'s (BVMF:COGN3) Earnings Haven't Escaped The Attention Of Investors

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Consumer Services industry in Brazil, you could...
Analyseartikel Jul 19

Pinning Down Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Difficult Right Now

There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 0.5x is worth...
Analyseartikel May 11

Investors Met With Slowing Returns on Capital At Cogna Educação (BVMF:COGN3)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analyseartikel Apr 19

Market Cool On Cogna Educação S.A.'s (BVMF:COGN3) Revenues Pushing Shares 25% Lower

Unfortunately for some shareholders, the Cogna Educação S.A. ( BVMF:COGN3 ) share price has dived 25% in the last...
Analyseartikel Mar 14

Does Cogna Educação (BVMF:COGN3) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jan 29

Cogna Educação (BVMF:COGN3) Has Some Difficulty Using Its Capital Effectively

What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...

Aufschlüsselung der Einnahmen und Ausgaben

Wie Cogna Educação Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.


Gewinn- und Umsatzhistorie

BOVESPA:COGN3 Einnahmen, Ausgaben und Erträge (BRL Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 267,5356723,6040
31 Dec 257,0176263,5060
30 Sep 256,9761,3313,0350
30 Jun 256,7341,1113,1310
31 Mar 256,5019882,9730
31 Dec 246,3918832,9070
30 Sep 246,121-3853,2120
30 Jun 246,090-4613,0000
31 Mar 246,028-5133,1570
31 Dec 235,815-4492,9160
30 Sep 235,532-1972,7850
30 Jun 235,346-3032,6750
31 Mar 235,132-3482,6490
31 Dec 225,005-4162,6620
30 Sep 224,894-4342,6300
30 Jun 224,852-4232,6400
31 Mar 224,849-3912,7290
31 Dec 214,778-4382,7700
30 Sep 214,775-2,5253,5060
30 Jun 214,865-3,2373,6140
31 Mar 214,934-3,6353,8090
31 Dec 205,269-3,6263,9370
30 Sep 205,033-1,6693,1590
30 Jun 205,436-7363,1610
31 Mar 205,957-1243,0720
31 Dec 196,3551653,0810
30 Sep 197,0185173,5200
30 Jun 196,7538443,1990
31 Mar 196,5361,1672,8740
31 Dec 186,0611,4042,5550
30 Sep 185,4891,6811,8230
30 Jun 185,5631,7841,8350
31 Mar 185,5561,8641,7680
31 Dec 175,5581,8821,7810
30 Sep 176,0872,3621,7690
30 Jun 175,4701,7871,6970
31 Mar 175,3421,7591,6210
31 Dec 165,2451,8651,5220
30 Sep 164,6971,2891,5020
30 Jun 165,2251,7271,4990
31 Mar 165,2451,6241,5220
31 Dec 155,2651,3961,5290
30 Sep 155,1641,3451,5190

Qualität der Erträge: COGN3 hat hohe Qualitätseinkünfte.

Wachsende Gewinnspanne: COGN3Die aktuellen Gewinnspannen (8.9%) sind niedriger als im letzten Jahr (15.2%).


Analyse von freiem Cashflow und Gewinn


Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: COGN3 ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 73.9% pro Jahr gesteigert.

Beschleunigtes Wachstum: COGN3Das Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: COGN3 hatte im vergangenen Jahr ein negatives Gewinnwachstum (-32%), was einen Vergleich mit dem Branchendurchschnitt Consumer Services (41.6%) erschwert.


Eigenkapitalrendite

Hohe Eigenkapitalrendite: COGN3Die Eigenkapitalrendite des Unternehmens (4.7%) wird als niedrig angesehen.


Kapitalrendite


Rendite auf das eingesetzte Kapital


Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/06 16:33
Aktienkurs zum Tagesende2026/08/05 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Cogna Educação S.A. wird von 20 Analysten beobachtet. 10 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.

AnalystEinrichtung
Flavio YoshidaBofA Global Research
Frederico MendesBradesco S.A. Corretora de Títulos e Valores Mobiliários
Marcio OsakoBradesco S.A. Corretora de Títulos e Valores Mobiliários