Bemobi Mobile Tech S.A.

Report azionario BOVESPA:BMOB3

Capitalizzazione di mercato: R$2.0b

Bemobi Mobile Tech Performance degli utili passati

Criteri Il passato verificati 3/6

Bemobi Mobile Tech ha registrato una crescita degli utili a un tasso medio annuo di 21.1%, mentre il settore Entertainment ha registrato utili in crescita a un tasso medio annuo di 51.4%. I ricavi sono stati in crescita a un tasso medio annuo di 20.8%. Il ritorno sul capitale proprio di Bemobi Mobile Tech è 16.9% e ha margini netti di 8.9%.

Informazioni chiave

21.07%

Tasso di crescita degli utili

21.37%

Tasso di crescita dell'EPS

Entertainment Crescita del settore14.25%
Tasso di crescita dei ricavi20.84%
Rendimento del capitale proprio16.87%
Margine netto8.91%
Prossimo aggiornamento sugli utili13 Aug 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi May 19

Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...

Recent updates

Aggiornamento della narrazione Jun 15

BMOB3: Future Returns Will Balance Softer Revenue With Higher P/E Expectations

Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$24.00 from R$22.00, citing updated assumptions for the company's discount rate, revenue trends, profit margins and future P/E. What's in the News A board meeting is scheduled for May 15, 2026 to review the distribution and payment of first quarter 2026 interest on equity totaling INR 16,000,000.
Aggiornamento della narrazione Jun 01

BMOB3: Future Returns Will Rely On IoE Payouts And Stable Margins

Analysts have maintained their fair value estimate for Bemobi Mobile Tech at R$30.45. The updated price target reflects slightly lower projected revenue growth and profit margins, along with a higher assumed future P/E multiple.
Articolo di analisi May 19

Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...
Aggiornamento della narrazione May 05

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.
Aggiornamento della narrazione Apr 20

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have raised their price target on Bemobi Mobile Tech from R$28.63 to R$30.45, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline, a modestly higher profit margin, and a reduced future P/E multiple. Valuation Changes Fair Value: R$28.63 to R$30.45, reflecting a modest uplift in the target level.
Aggiornamento della narrazione Apr 06

BMOB3: Future Returns Will Be Pressured By Softer Revenue Outlook

Analysts have kept the R$22.00 price target unchanged for Bemobi Mobile Tech, highlighting slightly lower assumed revenue growth and discount rate, along with a modestly higher profit margin and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: The R$22.00 price estimate is unchanged, so the overall valuation anchor remains the same.
Aggiornamento della narrazione Mar 23

BMOB3: Steady Fair Value And Easing Revenue Decline Will Support Upside

Analysts kept their R$35.00 fair value estimate for Bemobi Mobile Tech in place while updating inputs such as a slightly higher discount rate, a smaller revenue decline, a similar profit margin, and a lower future P/E assumption. This suggests their overall view on the stock's valuation remains broadly unchanged.
Aggiornamento della narrazione Mar 08

BMOB3: Stable Fair Value Will Reflect Softer Revenue Decline And Margin Shift

Analysts have maintained their R$22.00 price target for Bemobi Mobile Tech, citing updated assumptions that reflect a slightly smaller expected revenue decline, a modest improvement in profit margins, and a slightly lower future P/E multiple. Valuation Changes Fair Value: The R$22.00 fair value is unchanged, keeping the anchor point for the analysis steady.
Aggiornamento della narrazione Feb 21

BMOB3: Stable Fair Value And Slightly Higher Margins Will Support Upside

Analysts kept their R$35.00 price target for Bemobi Mobile Tech unchanged, citing only marginal tweaks to inputs such as discount rate, revenue trajectory, profit margin and assumed future P/E that did not materially affect their valuation view. Valuation Changes Fair Value: The fair value estimate remains unchanged at R$35.00.
Aggiornamento della narrazione Feb 07

BMOB3: Stable Fair Value And Higher Margin Assumptions Will Support Upside

Analysts have kept their fair value estimate for Bemobi Mobile Tech steady at $35.00, pointing to slightly lower required returns, along with a small improvement in projected profit margin and future P/E assumptions, as the key drivers behind the unchanged target. Valuation Changes Fair Value Estimate: Unchanged at R$35.00, indicating no adjustment to the analyst central valuation.
Aggiornamento della narrazione Jan 24

BMOB3: Higher Future P/E Will Likely Leave Shares Overvalued

Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$22.00 from R$18.00, citing updated assumptions around the discount rate, revenue trends, profit margins and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from R$18.00 to R$22.00, implying a higher assessed worth for Bemobi Mobile Tech shares based on updated assumptions.
Articolo di analisi Jan 22

Is Bemobi Mobile Tech (BVMF:BMOB3) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Aggiornamento della narrazione Jan 09

BMOB3: Higher Future P/E Will Support A More Optimistic Outlook

Analysts have increased their fair value estimate for Bemobi Mobile Tech from R$27.00 to R$35.00, citing adjustments to discount rate assumptions, expectations for revenue contraction, profit margin outlook, and future P/E levels as the main drivers of the revision. Valuation Changes Fair Value Estimate raised from R$27.00 to R$35.00, representing a sizeable upward revision in the target valuation range.
Aggiornamento della narrazione Dec 18

BMOB3: Future Discount Rate Will Ease While Earnings Multiple Remains Supportive

Analysts have slightly raised their price target for Bemobi Mobile Tech to R$28.63 from R$28.63, reflecting a higher required discount rate and modestly richer forward P/E assumptions despite unchanged fair value and operating forecasts. Valuation Changes Fair Value Estimate, unchanged at R$28.63 per share, indicating no revision to the intrinsic valuation despite other model adjustments.
Aggiornamento della narrazione Dec 04

BMOB3: Future Risk Profile Will Improve While Margins Remain Resilient

Analysts have trimmed their price target on Bemobi Mobile Tech slightly, to about R$28.63 from roughly R$28.83. They cited an improved risk profile from a lower discount rate and marginally stronger profit margin expectations, which are partially offset by a higher anticipated future P/E multiple.
Aggiornamento della narrazione Nov 20

BMOB3: Fair Value Is Projected To Rise Amid Stable Profitability

Analysts have increased their price target for Bemobi Mobile Tech from R$26.17 to R$28.83, citing modest improvements in fair value projections. This comes despite minimal adjustments to revenue growth and profit margin expectations.
Aggiornamento della narrazione Nov 05

BMOB3: Revenue Outlook Improvements Will Drive New Market Expansion

Narrative Update on Bemobi Mobile Tech Analysts have raised their price target for Bemobi Mobile Tech from R$23.00 to R$26.17, citing improved revenue outlook and modest adjustments to key valuation metrics. Valuation Changes Fair Value Estimate has increased from R$23.00 to R$26.17, reflecting an improved outlook.
Articolo di analisi Jul 04

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a sell...
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Nuova narrazione Jan 20

European Expansion And Payments Integration Will Strengthen Future Prospects

Expanding into new European markets and strengthening Brazil's client base is expected to drive significant revenue growth.
Articolo di analisi Mar 31

Analysts Have Just Cut Their Bemobi Mobile Tech S.A. (BVMF:BMOB3) Revenue Estimates By 24%

Market forces rained on the parade of Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) shareholders today, when the analysts...
Articolo di analisi Mar 22

Concerns Surrounding Bemobi Mobile Tech's (BVMF:BMOB3) Performance

The stock price didn't jump after Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) posted decent earnings last week. Our analysis...
Articolo di analisi Mar 23

We Think That There Are Some Issues For Bemobi Mobile Tech (BVMF:BMOB3) Beyond Its Promising Earnings

Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) just released a solid earnings report, and the stock displayed some strength...
Articolo di analisi May 10

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 24.2x might make it look like a sell...

Ripartizione dei ricavi e delle spese

Come Bemobi Mobile Tech guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

BOVESPA:BMOB3 Ricavi, spese e utili (BRL Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,7921602950
31 Dec 251,6961572760
30 Sep 251,6341472500
30 Jun 251,5771262320
31 Mar 251,5331292180
31 Dec 241,4981192080
30 Sep 241,4451192060
30 Jun 241,3901131980
31 Mar 241,344912000
31 Dec 231,308872030
30 Sep 231,308692010
30 Jun 231,356912080
31 Mar 231,413822020
31 Dec 221,476861960
30 Sep 221,418871890
30 Jun 221,119691600
31 Mar 22805821310
31 Dec 2148975960
30 Sep 2126358560
31 Mar 2117435210
31 Dec 2017236290
30 Sep 2015137250
31 Dec 1915536230
31 Dec 1814389130
31 Dec 1712747120
31 Dec 1613448110

Guadagni di qualità: BMOB3 ha un livello elevato di guadagni non monetari.

Margine di profitto in crescita: Gli attuali margini di profitto netti di BMOB3 (8.9%) BMOB3 sono più alti rispetto allo scorso anno (8.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di BMOB3 sono cresciuti in modo significativo del 21.1% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di BMOB3 nell'ultimo anno ( 24% ) supera la media quinquennale ( 21.1% all'anno).

Guadagni vs Settore: La crescita degli utili BMOB3 nell'ultimo anno ( 24% ) non ha superato quella del settore Entertainment 40.1%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 16.9% ) di BMOB3 è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/26 23:30
Prezzo dell'azione a fine giornata2026/06/25 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Bemobi Mobile Tech S.A. è coperta da 5 analisti. 3 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.

AnalistaIstituzione
Carlos Palhares SequeiraBTG Pactual
Osni CarfiBTG Pactual
Maria InfantozziItau BBA