Cogna Educação S.A.

BOVESPA:COGN3 Rapport sur les actions

Capitalisation boursière : R$4.9b

Cogna Educação Croissance future

Future contrôle des critères 2/6

Cogna Educação devrait augmenter ses bénéfices et son chiffre d'affaires de 17.6% et de 6.2% par an respectivement. Le BPA devrait croître de de 24.1% par an. Le rendement des capitaux propres devrait être 7.8% dans 3 ans.

Informations clés

17.6%

Taux de croissance des bénéfices

24.12%

Taux de croissance du BPA

Consumer Services croissance des bénéfices16.6%
Taux de croissance des recettes6.2%
Rendement futur des capitaux propres7.75%
Couverture par les analystes

Good

Dernière mise à jour07 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Nouveau récit 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?
Article d’analyse 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...
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse Jan 08

Cogna Educação S.A. (BVMF:COGN3) Could Be Riskier Than It Looks

There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1.1x is worth...
Article d’analyse Oct 18

Here's What's Concerning About Cogna Educação's (BVMF:COGN3) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...

Prévisions de croissance des bénéfices et des revenus

BOVESPA:COGN3 - Estimations futures des analystes et données financières antérieures (BRL Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20288,9131,0881,9971,9866
12/31/20278,4239521,4451,65911
12/31/20267,8937811,1181,2628
3/31/20267,5356728651,375N/A
12/31/20257,0176267701,286N/A
9/30/20256,9761,3318771,354N/A
6/30/20256,7341,1118341,281N/A
3/31/20256,5019886101,043N/A
12/31/20246,391883457867N/A
9/30/20246,121-385378822N/A
6/30/20246,090-461109580N/A
3/31/20246,028-513317795N/A
12/31/20235,815-449223680N/A
9/30/20235,532-197-8422N/A
6/30/20235,346-303-201225N/A
3/31/20235,132-348-284144N/A
12/31/20225,005-416-324117N/A
9/30/20224,894-434-244222N/A
6/30/20224,852-423-14408N/A
3/31/20224,849-391-53337N/A
12/31/20214,778-438122504N/A
9/30/20214,775-2,52550433N/A
6/30/20214,865-3,23782492N/A
3/31/20214,934-3,635208631N/A
12/31/20205,269-3,626-188256N/A
9/30/20205,033-1,669432916N/A
6/30/20205,436-736-54506N/A
3/31/20205,957-124-58465N/A
12/31/20196,355165N/A419N/A
9/30/20197,018517N/A-269N/A
6/30/20196,753844N/A627N/A
3/31/20196,5361,167N/A876N/A
12/31/20186,0611,404N/A1,129N/A
9/30/20185,4891,681N/A1,634N/A
6/30/20185,5631,784N/A1,508N/A
3/31/20185,5561,864N/A1,664N/A
12/31/20175,5581,882N/A1,826N/A
9/30/20176,0872,362N/A1,817N/A
6/30/20175,4701,787N/A1,848N/A
3/31/20175,3421,759N/A1,988N/A
12/31/20165,2451,865N/A1,820N/A
9/30/20164,6971,289N/A1,533N/A
6/30/20165,2251,727N/A1,346N/A
3/31/20165,2451,624N/A878N/A
12/31/20155,2651,396N/A961N/A
9/30/20155,1641,345N/A1,036N/A
6/30/20155,0751,245N/A1,060N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de COGN3 ( 17.6% par an) est supérieure au taux d'épargne ( 12.4% ).

Bénéfices vs marché: Les bénéfices de COGN3 ( 17.6% par an) devraient croître plus rapidement que le marché BR ( 12.5% par an).

Croissance élevée des bénéfices: Les bénéfices de COGN3 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de COGN3 ( 6.2% par an) devrait croître plus lentement que le marché de BR ( 6.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de COGN3 ( 6.2% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de COGN3 devrait être faible dans 3 ans ( 7.8 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/23 09:54
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cogna Educação S.A. est couverte par 21 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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