Ser Educacional S.A.

BOVESPA:SEER3 株式レポート

時価総額:R$1.5b

Ser Educacional 将来の成長

Future 基準チェック /26

Ser Educacional利益と収益がそれぞれ年間12.5%と5.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.3% 12.6%なると予測されています。

主要情報

12.5%

収益成長率

12.61%

EPS成長率

Consumer Services 収益成長16.9%
収益成長率5.8%
将来の株主資本利益率21.28%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

BOVESPA:SEER3 - アナリストの将来予測と過去の財務データ ( )BRL Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: SEER3の予測収益成長率 (年間12.5% ) は 貯蓄率 ( 12.4% ) を上回っています。

収益対市場: SEER3の収益 ( 12.5% ) BR市場 ( 12.6% ) よりも低い成長が予測されています。

高成長収益: SEER3の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: SEER3の収益 ( 5.8% ) BR市場 ( 6.9% ) よりも低い成長が予測されています。

高い収益成長: SEER3の収益 ( 5.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: SEER3の 自己資本利益率 は、3年後には高くなると予測されています ( 21.3 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 20:40
終値2026/05/28 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ser Educacional S.A. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Mirela Rodrigues de OliveiraBofA Global Research
Samuel Campos AlvesBTG Pactual
Carlos Palhares SequeiraBTG Pactual