Ser Educacional S.A.

Informe acción BOVESPA:SEER3

Capitalización de mercado: R$1.5b

Ser Educacional Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Ser Educacional de 12.5% y 5.8% por año respectivamente. Se prevé que el BPA crezca en un 12.6% al año. Se espera que la rentabilidad financiera sea de 21.3% en 3 años.

Información clave

12.5%

Tasa de crecimiento de los beneficios

12.60%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Consumer Services16.9%
Tasa de crecimiento de los ingresos5.8%
Rentabilidad financiera futura21.28%
Cobertura de analistas

Good

Última actualización14 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa May 18

SEER3: Dividend Payout And Upcoming Meeting Will Support Future Upside Potential

Analysts have raised their price target on Ser Educacional from R$19.50 to R$23.00, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples to better reflect their current view of the stock. What's in the News Ser Educacional has scheduled a Special and Extraordinary Shareholders Meeting for April 27, 2026, giving investors a key date to watch for governance and capital structure decisions (Key Developments).
Actualización de narrativa May 02

SEER3: Steady Outlook Will Balance Dividend Income And Governance Decisions

Analysts have adjusted their view on Ser Educacional, keeping fair value steady near R$12.80 while updating assumptions on discount rate, revenue growth, profit margin and future P/E. Taken together, these changes reflect a more cautious but still supportive stance on the stock's long term earnings profile.
Actualización de narrativa Apr 17

SEER3: Future Dividend Policy And Meeting Agenda Will Support Upside Potential

Analysts have nudged their price target on Ser Educacional slightly higher to R$19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that adjust the valuation mix without significantly altering the overall outlook. What's in the News Ser Educacional has scheduled a Special and Extraordinary Shareholders Meeting for April 27, 2026, giving shareholders a set date to review and vote on key corporate matters (Key Developments).
Actualización de narrativa Mar 23

SEER3: Higher Margin Outlook Will Support Future Upside Potential

Analysts have nudged their implied fair value for Ser Educacional to around R$19.21 per share, reflecting updated assumptions for discount rate, revenue growth, profit margin and a slightly lower future P/E multiple in their models. Valuation Changes Fair Value: R$19.21 per share in the refreshed model, compared with R$18.98 previously.
Actualización de narrativa Mar 09

SEER3: Higher Margins And Lower Discount Rate Will Drive Upside

Analysts have raised their price target on Ser Educacional from R$12.00 to R$12.80, citing updated assumptions that include a different discount rate, revised revenue growth expectations, higher projected profit margins, and a lower future P/E multiple. Valuation Changes Fair Value: R$12.0 to R$12.8, indicating a small upward revision in the target level used in the model.
Actualización de narrativa Feb 22

SEER3: Higher Profit Margin Outlook Will Support Stronger Future Share Pricing

Analysts now see Ser Educacional's fair value at R$15.33 per share, compared with the prior R$11.86, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Valuation Changes Fair Value: updated from R$11.86 to R$15.33 per share, indicating a higher assessed valuation level.
Actualización de narrativa Feb 08

SEER3: Lower Discount Rate And Higher Margins Will Support Future Upside

Analysts have trimmed their fair value estimate for Ser Educacional from R$19.50 to about R$18.98, reflecting updated views on the discount rate, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair value estimate has been adjusted slightly from R$19.50 to about R$18.98 per share.
Artículo de análisis Jan 29

Investors Appear Satisfied With Ser Educacional S.A.'s (BVMF:SEER3) Prospects As Shares Rocket 26%

Ser Educacional S.A. ( BVMF:SEER3 ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Jan 25

SEER3: Higher Margins And Richer P E Multiple Will Drive Upside

Analysts have raised their price target for Ser Educacional to R$12.00 from about R$6.07. They cite updated assumptions for higher revenue growth, improved profit margins and a higher future P/E multiple, all under a slightly lower discount rate.
Artículo de análisis Jan 13

Ser Educacional (BVMF:SEER3) Might Have The Makings Of A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Actualización de narrativa Jan 11

SEER3: Higher Margin Outlook Will Support Stronger Future Fair Value

Analysts have raised their fair value estimate for Ser Educacional from R$18.00 to R$19.50, reflecting updated assumptions that incorporate a slightly higher discount rate along with revised expectations for revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate: risen from R$18.00 to R$19.50 per share, a modest upward revision.
Actualización de narrativa Dec 27

SEER3: Modest Margin Gains Will Still Cap Future Share Price Upside

Analysts have nudged their price target on Ser Educacional slightly higher to reflect modest improvements in projected revenue growth, profit margins and a marginally lower discount rate, while keeping the fair value estimate effectively unchanged at around R$6.07 per share. What's in the News Ser Educacional reported that, between April 1, 2025 and June 6, 2025, it repurchased no additional shares under its ongoing buyback program, spending BRL 0 million in the latest tranche (company filing).
Actualización de narrativa Dec 12

SEER3: Share Buyback Completion Will Limit Upside Despite Margin Improvement

Analysts have modestly raised their price target on Ser Educacional from R$5.00 to about R$6.07. They cited slightly lower perceived risk alongside improved profit margin expectations, which more than offset a softer revenue growth outlook.
Artículo de análisis Nov 21

Statutory Profit Doesn't Reflect How Good Ser Educacional's (BVMF:SEER3) Earnings Are

Investors were underwhelmed by the solid earnings posted by Ser Educacional S.A. ( BVMF:SEER3 ) recently. We did some...
Artículo de análisis Sep 23

After Leaping 26% Ser Educacional S.A. (BVMF:SEER3) Shares Are Not Flying Under The Radar

Ser Educacional S.A. ( BVMF:SEER3 ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Sep 09

Medical Program And Digital Learning Will Transform Long Term Value

The upward revision in Ser Educacional’s price target reflects stronger profitability as net profit margin improves alongside a lower discount rate, resulting in a new consensus fair value of R$11.86. Valuation Changes Summary of Valuation Changes for Ser Educacional The Consensus Analyst Price Target has significantly risen from R$10.29 to R$11.86.
Artículo de análisis Sep 06

These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) 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...
Actualización de narrativa Aug 16

Expanding Medical And Law Courses Will Secure Robust Future Stability

Ser Educacional’s consensus price target has been notably raised, reflecting improved outlooks for both net profit margin and revenue growth. The new analyst fair value is R$10.29.
Artículo de análisis Aug 07

Why Investors Shouldn't Be Surprised By Ser Educacional S.A.'s (BVMF:SEER3) P/S

BOVESPA:SEER3 1 Year Share Price vs Fair Value Explore Ser Educacional's Fair Values from the Community and select...
Artículo de análisis May 21

Statutory Profit Doesn't Reflect How Good Ser Educacional's (BVMF:SEER3) Earnings Are

When companies post strong earnings, the stock generally performs well, just like Ser Educacional S.A.'s ( BVMF:SEER3...
Artículo de análisis Apr 04

Ser Educacional S.A. (BVMF:SEER3) Stocks Shoot Up 28% But Its P/S Still Looks Reasonable

The Ser Educacional S.A. ( BVMF:SEER3 ) share price has done very well over the last month, posting an excellent gain...
Artículo de análisis Feb 05

Revenues Tell The Story For Ser Educacional S.A. (BVMF:SEER3) As Its Stock Soars 26%

Those holding Ser Educacional S.A. ( BVMF:SEER3 ) shares would be relieved that the share price has rebounded 26% in...
Artículo de análisis Jan 28

These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) 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...
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Nueva narrativa Jan 19

Operational Optimizations And Course Expansion Will Improve Future Performance

Strategic focus on hybrid, digital education and medical course expansion aims to boost future revenue and profitability.
Artículo de análisis Dec 22

Ser Educacional S.A.'s (BVMF:SEER3) Share Price Is Still Matching Investor Opinion Despite 30% Slump

Ser Educacional S.A. ( BVMF:SEER3 ) shares have had a horrible month, losing 30% after a relatively good period...
Artículo de análisis Nov 07

Ser Educacional S.A.'s (BVMF:SEER3) 28% Jump Shows Its Popularity With Investors

Ser Educacional S.A. ( BVMF:SEER3 ) shares have continued their recent momentum with a 28% gain in the last month...
Artículo de análisis Sep 23

These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Aug 28

Revenues Tell The Story For Ser Educacional S.A. (BVMF:SEER3) As Its Stock Soars 28%

Ser Educacional S.A. ( BVMF:SEER3 ) shareholders have had their patience rewarded with a 28% share price jump in the...
Artículo de análisis May 14

Some Confidence Is Lacking In Ser Educacional S.A. (BVMF:SEER3) As Shares Slide 26%

Ser Educacional S.A. ( BVMF:SEER3 ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis May 11

Is Ser Educacional (BVMF:SEER3) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Artículo de análisis Dec 30

Ser Educacional S.A.'s (BVMF:SEER3) 26% Share Price Surge Not Quite Adding Up

The Ser Educacional S.A. ( BVMF:SEER3 ) share price has done very well over the last month, posting an excellent gain...
Artículo de análisis Dec 13

Ser Educacional (BVMF:SEER3) Use Of Debt Could Be Considered Risky

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Aug 04

These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) 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...
Artículo de análisis Apr 17

Does Ser Educacional (BVMF:SEER3) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

Previsiones de crecimiento de beneficios e ingresos

BOVESPA:SEER3 - Estimaciones futuras de los analistas y datos financieros pasados (BRL Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20282,6353444944393
12/31/20272,5323144684297
12/31/20262,4012684354042
3/31/20262,260247323416N/A
12/31/20252,217214289381N/A
9/30/20252,167110237334N/A
6/30/20252,12892181289N/A
3/31/20252,07160150272N/A
12/31/20241,981-1116241N/A
9/30/20241,9403584207N/A
6/30/20241,883037149N/A
3/31/20241,857-1742139N/A
12/31/20231,831-2868160N/A
9/30/20231,791-15976171N/A
6/30/20231,763-16266171N/A
3/31/20231,721-23271183N/A
12/31/20221,676-22238147N/A
9/30/20221,625-9333132N/A
6/30/20221,559-61101187N/A
3/31/20221,4814130207N/A
12/31/20211,40752123195N/A
9/30/20211,346171261324N/A
6/30/20211,291149246300N/A
3/31/20211,249178271318N/A
12/31/20201,250165222273N/A
9/30/20201,27141125182N/A
6/30/20201,29193182242N/A
3/31/20201,28097102165N/A
12/31/20191,276136N/A188N/A
9/30/20191,246172N/A230N/A
6/30/20191,243185N/A335N/A
3/31/20191,249199N/A281N/A
12/31/20181,262201N/A389N/A
9/30/20181,246172N/A403N/A
6/30/20181,253184N/A322N/A
3/31/20181,240175N/A466N/A
12/31/20171,232197N/A357N/A
9/30/20171,205225N/A333N/A
6/30/20171,186226N/A338N/A
3/31/20171,149225N/A323N/A
12/31/20161,125230N/A288N/A
9/30/20161,084203N/A198N/A
6/30/20161,052179N/A113N/A
3/31/20161,036164N/A46N/A
12/31/20151,020161N/A77N/A
9/30/2015988200N/A118N/A
6/30/2015918233N/A135N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (12.5% al año) de SEER3 es superior a la tasa de ahorro (12.4%).

Beneficios vs. Mercado: Se prevé que los beneficios (12.5% al año) de SEER3 crezcan menos que el mercado BR (12.6% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de SEER3 crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.8% al año) de SEER3 crezcan más despacio que el mercado de BR (6.9% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.8% al año) de SEER3 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de SEER3 sea alta dentro de 3 años (21.3%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/30 12:36
Precio de las acciones al final del día2026/05/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ser Educacional S.A. está cubierta por 13 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Mirela Rodrigues de OliveiraBofA Global Research
Samuel Campos AlvesBTG Pactual
Carlos Palhares SequeiraBTG Pactual