Azzas 2154 Crescita futura
Criteri Future verificati 0/6
Azzas 2154 prevede che gli utili e i ricavi cresceranno rispettivamente di 8.7% e 6.2% all'anno. Si prevede che l'EPS crescerà di 9.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.3% in 3 anni.
Informazioni chiave
8.7%
Tasso di crescita degli utili
9.14%
Tasso di crescita dell'EPS
| Luxury crescita degli utili | 2.3% |
| Tasso di crescita dei ricavi | 6.2% |
| Rendimento futuro del capitale proprio | 10.31% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 13 Jul 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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%.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di AZZA3 ( 8.7% all'anno) è inferiore al tasso di risparmio ( 12.4% ).
Guadagni vs Mercato: Si prevede che gli utili di AZZA3 ( 8.7% all'anno) cresceranno più lentamente rispetto al mercato BR ( 13.1% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di AZZA3 cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di AZZA3 ( 6.2% all'anno) crescerà più lentamente rispetto al mercato BR ( 7.4% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di AZZA3 ( 6.2% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di AZZA3 sarà basso tra 3 anni ( 10.3 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 02:02 |
| Prezzo dell'azione a fine giornata | 2026/07/13 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Azzas 2154 S.A. è coperta da 21 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Belaunde | Barclays |
| Robert Ford Aguilar | BofA Global Research |
| Pedro Pinto | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |