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São Martinho BOVESPA:SMTO3 株式レポート

最終価格

R$22.41

時価総額

R$7.4b

7D

1.3%

1Y

-20.9%

更新

24 Mar, 2025

データ

会社財務 +

São Martinho S.A.

BOVESPA:SMTO3 株式レポート

時価総額：R$7.4b

SMTO3 株式概要

São Martinho S.A.は、その子会社とともに、ブラジルで砂糖、エタノール、その他のサトウキビ副産物の生産と販売に従事している。 詳細

SMTO3 ファンダメンタル分析
スノーフレーク・スコア
評価6/6
将来の成長0/6
過去の実績2/6
財務の健全性3/6
配当金4/6

報酬

当社が推定した公正価値より28.2%で取引されている

過去5年間の収益は年間9.6%増加しました。

同業他社や業界と比較して、良好な取引価格

アナリストらは、株価が50.5%上昇するだろうとほぼ一致している。

リスク分析

不安定な配当実績

多額の負債を抱えている


Community vs My Fair Value

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SMTO3 logo
São Martinho
AN
Analyst Price Target
Consensus Narrative from 12 Analysts

Completion Of Corn Processing And Rising Ethanol Demand Will Boost Future Earnings

Key Takeaways Increased corn processing and improved ethanol production efficiency are expected to significantly boost revenue and earnings. Strategic hedging and enhanced sugarcane yields position the company to protect and potentially grow revenue amidst market shifts.
View narrative
R$33.38
FV
32.9% undervalued intrinsic discount
2.49%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
4 days ago author updated this narrative
View São Martinho Community

São Martinho S.A. 競合他社

M. Dias Branco Indústria e Comércio de Alimentos

BOVESPA:MDIA3

R$8.0b

Marfrig Global Foods

BOVESPA:MRFG3

R$16.1b

BRF

BOVESPA:BRFS3

R$32.1b

Camil Alimentos

BOVESPA:CAML3

R$1.3b

価格と性能

株価の高値、安値、推移の概要São Martinho
過去の株価
現在の株価R$22.41
52週高値R$34.40
52週安値R$20.59
ベータ1.03
1ヶ月の変化-1.15%
3ヶ月変化-7.05%
1年変化-20.90%
3年間の変化-50.80%
5年間の変化43.10%
IPOからの変化184.15%

最新ニュース

We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

Feb 19
We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Feb 05
When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Recent updates

We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

Feb 19
We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Feb 05
When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Returns On Capital Are Showing Encouraging Signs At São Martinho (BVMF:SMTO3)

Jan 21
Returns On Capital Are Showing Encouraging Signs At São Martinho (BVMF:SMTO3)

São Martinho S.A. (BVMF:SMTO3) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Nov 14
São Martinho S.A. (BVMF:SMTO3) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

São Martinho (BVMF:SMTO3) Takes On Some Risk With Its Use Of Debt

Oct 06
São Martinho (BVMF:SMTO3) Takes On Some Risk With Its Use Of Debt

Why Investors Shouldn't Be Surprised By São Martinho S.A.'s (BVMF:SMTO3) Low P/E

Sep 19
Why Investors Shouldn't Be Surprised By São Martinho S.A.'s (BVMF:SMTO3) Low P/E

São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Sep 04
São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

There May Be Underlying Issues With The Quality Of São Martinho's (BVMF:SMTO3) Earnings

Aug 20
There May Be Underlying Issues With The Quality Of São Martinho's (BVMF:SMTO3) Earnings

São Martinho S.A.'s (BVMF:SMTO3) Shareholders Might Be Looking For Exit

Jun 12
São Martinho S.A.'s (BVMF:SMTO3) Shareholders Might Be Looking For Exit

What Is São Martinho S.A.'s (BVMF:SMTO3) Share Price Doing?

May 28
What Is São Martinho S.A.'s (BVMF:SMTO3) Share Price Doing?

São Martinho (BVMF:SMTO3) Hasn't Managed To Accelerate Its Returns

Apr 07
São Martinho (BVMF:SMTO3) Hasn't Managed To Accelerate Its Returns

São Martinho's (BVMF:SMTO3) Shareholders Have More To Worry About Than Only Soft Earnings

Feb 15
São Martinho's (BVMF:SMTO3) Shareholders Have More To Worry About Than Only Soft Earnings

Earnings Miss: São Martinho S.A. Missed EPS By 47% And Analysts Are Revising Their Forecasts

Feb 11
Earnings Miss: São Martinho S.A. Missed EPS By 47% And Analysts Are Revising Their Forecasts

What Does São Martinho S.A.'s (BVMF:SMTO3) Share Price Indicate?

Jan 20
What Does São Martinho S.A.'s (BVMF:SMTO3) Share Price Indicate?

Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Nov 30
Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Here's What To Make Of São Martinho's (BVMF:SMTO3) Decelerating Rates Of Return

Nov 03
Here's What To Make Of São Martinho's (BVMF:SMTO3) Decelerating Rates Of Return

Is It Time To Consider Buying São Martinho S.A. (BVMF:SMTO3)?

Sep 30
Is It Time To Consider Buying São Martinho S.A. (BVMF:SMTO3)?

Returns On Capital At São Martinho (BVMF:SMTO3) Have Hit The Brakes

Aug 04
Returns On Capital At São Martinho (BVMF:SMTO3) Have Hit The Brakes

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Jun 20
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Jun 02
When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Return Trends At São Martinho (BVMF:SMTO3) Aren't Appealing

Apr 24
Return Trends At São Martinho (BVMF:SMTO3) Aren't Appealing

Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Mar 15
Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

At R$25.96, Is São Martinho S.A. (BVMF:SMTO3) Worth Looking At Closely?

Feb 25
At R$25.96, Is São Martinho S.A. (BVMF:SMTO3) Worth Looking At Closely?

There's Been No Shortage Of Growth Recently For São Martinho's (BVMF:SMTO3) Returns On Capital

Jan 20
There's Been No Shortage Of Growth Recently For São Martinho's (BVMF:SMTO3) Returns On Capital

At R$28.87, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Nov 25
At R$28.87, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Returns At São Martinho (BVMF:SMTO3) Are On The Way Up

Oct 14
Returns At São Martinho (BVMF:SMTO3) Are On The Way Up

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Sep 29
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

At R$35.77, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Aug 13
At R$35.77, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

São Martinho (BVMF:SMTO3) Is Doing The Right Things To Multiply Its Share Price

Jul 12
São Martinho (BVMF:SMTO3) Is Doing The Right Things To Multiply Its Share Price

Here's Why São Martinho (BVMF:SMTO3) Can Manage Its Debt Responsibly

Jun 27
Here's Why São Martinho (BVMF:SMTO3) Can Manage Its Debt Responsibly

Should You Think About Buying São Martinho S.A. (BVMF:SMTO3) Now?

Apr 27
Should You Think About Buying São Martinho S.A. (BVMF:SMTO3) Now?

Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

Apr 11
Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Mar 26
We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Is There Now An Opportunity In São Martinho S.A. (BVMF:SMTO3)?

Jan 24
Is There Now An Opportunity In São Martinho S.A. (BVMF:SMTO3)?

São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Jan 07
São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Dec 20
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

At R$37.74, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Oct 16
At R$37.74, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

Oct 01
Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Sep 16
We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

株主還元

SMTO3BR FoodBR 市場
7D1.3%16.3%2.4%
1Y-20.9%33.7%-3.2%

業界別リターン: SMTO3過去 1 年間で33.7 % の収益を上げたBR Food業界を下回りました。

リターン対市場: SMTO3は、過去 1 年間で-3.2 % のリターンを上げたBR市場を下回りました。

価格変動

Is SMTO3's price volatile compared to industry and market?
SMTO3 volatility
SMTO3 Average Weekly Movement5.5%
Food Industry Average Movement5.5%
Market Average Movement5.1%
10% most volatile stocks in BR Market9.1%
10% least volatile stocks in BR Market2.8%

安定した株価: SMTO3 、 BR市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SMTO3の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
1914n/aFabio Venturelliwww.saomartinho.com.br

São Martinho S.A.は子会社とともに、ブラジルにおいて砂糖、エタノール、その他サトウキビ副産物の生産・販売を行っている。砂糖、エタノール、電力、不動産事業、イースト、その他製品部門を通じて事業を展開している。粗糖、自動車のタンクに使用される含水エタノール、ガソリン車のガソリン添加剤として使用される無水エタノール、主に塗料、化粧品、アルコール飲料の製造に使用される工業用エタノールを提供している。また、サトウキビのバガスから発電を行い、副産物として動物飼料に使用される酵母、溶剤として使用されるフーゼル油、純粋なアミルエタノールを提供している。さらに、サトウキビの栽培、不動産の開発・賃貸・販売、商品・製品・原材料の輸出入、農業リースやパートナーシップによる土地の開発、不動産や鉱業企業の開発、一般的な製品保管サービスの提供にも携わっている。同社は1914年に設立され、ブラジルのサンパウロに本拠を置く。São Martinho S.A.はLJN Participações S.A.の子会社である。

São Martinho S.A. 基礎のまとめ

São Martinho の収益と売上を時価総額と比較するとどうか。
SMTO3 基礎統計学
時価総額R$7.40b
収益（TTM）R$1.08b
売上高(TTM)R$7.85b

6.9x

PER（株価収益率

0.9x

P/Sレシオ

SMTO3 は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
SMTO3 損益計算書（TTM）
収益R$7.85b
売上原価R$6.00b
売上総利益R$1.85b
その他の費用R$771.87m
収益R$1.08b

直近の収益報告

Dec 31, 2024

次回決算日

該当なし

一株当たり利益（EPS）3.27
グロス・マージン23.59%
純利益率13.75%
有利子負債／自己資本比率132.8%

SMTO3 の長期的なパフォーマンスは？

過去の実績と比較を見る

配当金

6.0%

現在の配当利回り

53%

配当性向

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2025/03/24 08:07
終値2025/03/21 00:00
収益2024/12/31
年間収益2024/03/31

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

このレポートの作成に使用した分析モデルの詳細は、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や、Youtubeでのチュートリアルもご用意しています。

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

São Martinho S.A. 9 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。19

アナリスト機関
Daniel CobucciBB Banco de Investimento S.A.
Isabella SimonatoBofA Global Research
Leandro FontanesiBradesco S.A. Corretora de Títulos e Valores Mobiliários