View ValuationMRS Logística 将来の成長Future 基準チェック /06現在、 MRS Logísticaの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Transportation 収益成長29.1%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 19First quarter 2026 earnings released: EPS: R$0.23 (vs R$0.84 in 1Q 2025)First quarter 2026 results: EPS: R$0.23 (down from R$0.84 in 1Q 2025). Revenue: R$1.68b (flat on 1Q 2025). Net income: R$78.0m (down 72% from 1Q 2025). Profit margin: 4.7% (down from 17% in 1Q 2025).Declared Dividend • Apr 26Dividend increased to R$1.05Dividend of R$1.05 is 9.9% higher than last year. Ex-date: 4th May 2026 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 26MRS Logística S.A. announces Annual dividendMRS Logística S.A. announced Annual dividend of BRL 1.0461 per share, ex-date on May 04, 2026 and record date on April 30, 2026.お知らせ • Apr 02MRS Logística S.A., Annual General Meeting, Apr 30, 2026MRS Logística S.A., Annual General Meeting, Apr 30, 2026.お知らせ • Mar 29+ 1 more updateMRS Logística S.A. to Report Q3, 2026 Results on Nov 11, 2026MRS Logística S.A. announced that they will report Q3, 2026 results on Nov 11, 2026Reported Earnings • Mar 19Full year 2025 earnings released: EPS: R$4.60 (vs R$4.19 in FY 2024)Full year 2025 results: EPS: R$4.60 (up from R$4.19 in FY 2024). Revenue: R$7.59b (up 8.0% from FY 2024). Net income: R$1.56b (up 9.9% from FY 2024). Profit margin: 21% (in line with FY 2024).Board Change • Mar 12No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R$42.80, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 15x in the Transportation industry in Brazil. Total returns to shareholders of 36% over the past year.分析記事 • Jan 24There's Been No Shortage Of Growth Recently For MRS Logística's (BVMF:MRSA3B) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Board Change • Jan 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R$30.90, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total returns to shareholders of 30% over the past three years.分析記事 • Nov 29The Market Lifts MRS Logística S.A. (BVMF:MRSA3B) Shares 26% But It Can Do MoreMRS Logística S.A. ( BVMF:MRSA3B ) shareholders have had their patience rewarded with a 26% share price jump in the...Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R$36.40, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total returns to shareholders of 53% over the past three years.Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: R$2.03b (up 5.9% from 3Q 2024). Net income: R$460.7m (flat on 3Q 2024). Profit margin: 23% (down from 24% in 3Q 2024). The decrease in margin was driven by higher expenses.分析記事 • Oct 11MRS Logística (BVMF:MRSA3B) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Board Change • Sep 15No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Aug 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jul 11No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.分析記事 • Jun 10MRS Logística (BVMF:MRSA3B) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Board Change • Jun 05No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: R$1.68b (up 2.0% from 1Q 2024). Net income: R$282.7m (down 11% from 1Q 2024). Profit margin: 17% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses.Board Change • May 14No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Declared Dividend • Apr 27Dividend increased to R$0.95Dividend of R$0.95 is 18% higher than last year. Ex-date: 2nd May 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Apr 26MRS Logística S.A. announces Annual dividendMRS Logística S.A. announced Annual dividend of BRL 0.9522 per share, ex-date on May 02, 2025 and record date on April 30, 2025.分析記事 • Apr 08Many Still Looking Away From MRS Logística S.A. (BVMF:MRSA3B)There wouldn't be many who think MRS Logística S.A.'s ( BVMF:MRSA3B ) price-to-earnings (or "P/E") ratio of 6.9x is...Board Change • Apr 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 01MRS Logística S.A., Annual General Meeting, Apr 30, 2025MRS Logística S.A., Annual General Meeting, Apr 30, 2025.New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 207% Dividend yield: 3.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (207% cash payout ratio).Reported Earnings • Mar 12Full year 2024 earnings releasedFull year 2024 results: Revenue: R$7.02b (up 8.9% from FY 2023). Net income: R$1.42b (up 18% from FY 2023). Profit margin: 20% (up from 19% in FY 2023). The increase in margin was driven by higher revenue.分析記事 • Jan 23MRS Logística (BVMF:MRSA3B) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Board Change • Jan 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Jan 15+ 3 more updatesMRS Logística S.A. to Report Q4, 2024 Results on Mar 13, 2025MRS Logística S.A. announced that they will report Q4, 2024 results on Mar 13, 2025Board Change • Dec 13No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 19Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: R$1.92b (up 7.5% from 3Q 2023). Net income: R$459.1m (up 8.2% from 3Q 2023). Profit margin: 24% (in line with 3Q 2023).Buy Or Sell Opportunity • Nov 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to R$28.00. The fair value is estimated to be R$35.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 24%.分析記事 • Sep 30Is MRS Logística (BVMF:MRSA3B) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: R$2.11 (vs R$0.99 in 2Q 2023)Second quarter 2024 results: EPS: R$2.11 (up from R$0.99 in 2Q 2023). Revenue: R$7.38b (up 353% from 2Q 2023). Net income: R$712.5m (up 113% from 2Q 2023). Profit margin: 9.7% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R$32.99, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Transportation industry in Brazil. Total loss to shareholders of 4.6% over the past three years.分析記事 • Jul 22MRS Logística (BVMF:MRSA3B) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...分析記事 • Jun 26Investors Continue Waiting On Sidelines For MRS Logística S.A. (BVMF:MRSA3B)With a median price-to-earnings (or "P/E") ratio of close to 9x in Brazil, you could be forgiven for feeling...分析記事 • May 28These 4 Measures Indicate That MRS Logística (BVMF:MRSA3B) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: R$1.64b (up 32% from 1Q 2023). Net income: R$315.9m (up 117% from 1Q 2023). Profit margin: 19% (up from 12% in 1Q 2023). The increase in margin was driven by higher revenue.Reported Earnings • Mar 25Full year 2023 earnings releasedFull year 2023 results: Revenue: R$6.45b (up 15% from FY 2022). Net income: R$1.20b (up 37% from FY 2022). Profit margin: 19% (up from 16% in FY 2022). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R$28.95, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total loss to shareholders of 43% over the past three years.分析記事 • Mar 06MRS Logística S.A. (BVMF:MRSA3B) Screens Well But There Might Be A CatchMRS Logística S.A.'s ( BVMF:MRSA3B ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a buy right now...Board Change • Feb 26No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.分析記事 • Feb 05We Think MRS Logística (BVMF:MRSA3B) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Board Change • Feb 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、MRS Logística は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測BOVESPA:MRSA3B - 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3/31/20267,5831,3515263,645N/A12/31/20257,5851,5556383,611N/A9/30/20257,2511,5111803,237N/A6/30/20257,1381,510-962,975N/A3/31/20257,0581,3821952,869N/A12/31/20247,0251,4161622,782N/A9/30/20247,2041,4243363,025N/A6/30/20247,0701,3891,0683,200N/A3/31/20246,8481,3701,3393,404N/A12/31/20236,4491,2001,6783,622N/A9/30/20236,1291,1501,3272,920N/A6/30/20235,9211,0488012,638N/A3/31/20235,7389204932,303N/A12/31/20225,592874341,872N/A9/30/20225,1906961071,920N/A6/30/20224,843511-2061,606N/A3/31/20224,562725-721,575N/A12/31/20214,427700531,571N/A9/30/20214,3468605641,881N/A6/30/20214,1308719331,919N/A3/31/20213,8955978791,732N/A12/31/20203,6054301,1802,002N/A9/30/20203,3162918661,522N/A6/30/20203,1613239921,591N/A3/31/20203,0482967701,404N/A12/31/20193,201503N/A1,106N/A9/30/20193,492561N/A1,181N/A6/30/20193,637544N/A1,161N/A3/31/20193,733549N/A1,298N/A12/31/20183,726522N/A1,136N/A9/30/20183,638445N/A1,193N/A6/30/20183,533426N/A1,081N/A3/31/20183,515446N/A1,112N/A12/31/20173,493461N/A1,040N/A9/30/20173,399447N/A1,059N/A6/30/20173,390416N/A1,028N/A3/31/20173,329357N/A1,020N/A12/31/20163,279418N/A966N/A9/30/20163,355456N/A1,003N/A6/30/20163,269398N/A958N/A3/31/20163,202405N/A869N/A12/31/20153,173296N/A1,092N/A9/30/20153,134337N/A1,024N/A6/30/20153,122353N/A1,006N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MRSA3Bの予測収益成長が 貯蓄率 ( 12.4% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MRSA3Bの収益がBR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MRSA3Bの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MRSA3Bの収益がBR市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: MRSA3Bの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: MRSA3Bの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/06/21 19:39終値2026/06/19 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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、レポートの使い方に関する ガイド や YouTube 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MRS Logística S.A. 0 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。0
Reported Earnings • May 19First quarter 2026 earnings released: EPS: R$0.23 (vs R$0.84 in 1Q 2025)First quarter 2026 results: EPS: R$0.23 (down from R$0.84 in 1Q 2025). Revenue: R$1.68b (flat on 1Q 2025). Net income: R$78.0m (down 72% from 1Q 2025). Profit margin: 4.7% (down from 17% in 1Q 2025).
Declared Dividend • Apr 26Dividend increased to R$1.05Dividend of R$1.05 is 9.9% higher than last year. Ex-date: 4th May 2026 Payment date: 1st January 1970 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (24% earnings payout ratio) and cash flows (58% cash payout ratio). The dividend has increased by an average of 16% per year over the past 2 years and payments have been stable during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 26MRS Logística S.A. announces Annual dividendMRS Logística S.A. announced Annual dividend of BRL 1.0461 per share, ex-date on May 04, 2026 and record date on April 30, 2026.
お知らせ • Apr 02MRS Logística S.A., Annual General Meeting, Apr 30, 2026MRS Logística S.A., Annual General Meeting, Apr 30, 2026.
お知らせ • Mar 29+ 1 more updateMRS Logística S.A. to Report Q3, 2026 Results on Nov 11, 2026MRS Logística S.A. announced that they will report Q3, 2026 results on Nov 11, 2026
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: R$4.60 (vs R$4.19 in FY 2024)Full year 2025 results: EPS: R$4.60 (up from R$4.19 in FY 2024). Revenue: R$7.59b (up 8.0% from FY 2024). Net income: R$1.56b (up 9.9% from FY 2024). Profit margin: 21% (in line with FY 2024).
Board Change • Mar 12No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R$42.80, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 15x in the Transportation industry in Brazil. Total returns to shareholders of 36% over the past year.
分析記事 • Jan 24There's Been No Shortage Of Growth Recently For MRS Logística's (BVMF:MRSA3B) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Board Change • Jan 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to R$30.90, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total returns to shareholders of 30% over the past three years.
分析記事 • Nov 29The Market Lifts MRS Logística S.A. (BVMF:MRSA3B) Shares 26% But It Can Do MoreMRS Logística S.A. ( BVMF:MRSA3B ) shareholders have had their patience rewarded with a 26% share price jump in the...
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to R$36.40, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total returns to shareholders of 53% over the past three years.
Reported Earnings • Nov 18Third quarter 2025 earnings releasedThird quarter 2025 results: Revenue: R$2.03b (up 5.9% from 3Q 2024). Net income: R$460.7m (flat on 3Q 2024). Profit margin: 23% (down from 24% in 3Q 2024). The decrease in margin was driven by higher expenses.
分析記事 • Oct 11MRS Logística (BVMF:MRSA3B) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Board Change • Sep 15No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Aug 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jul 11No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
分析記事 • Jun 10MRS Logística (BVMF:MRSA3B) Might Have The Makings Of A Multi-BaggerIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Board Change • Jun 05No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • May 15First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: R$1.68b (up 2.0% from 1Q 2024). Net income: R$282.7m (down 11% from 1Q 2024). Profit margin: 17% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses.
Board Change • May 14No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Declared Dividend • Apr 27Dividend increased to R$0.95Dividend of R$0.95 is 18% higher than last year. Ex-date: 2nd May 2025 Payment date: 1st January 1970 Dividend yield will be 3.3%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (207% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 26MRS Logística S.A. announces Annual dividendMRS Logística S.A. announced Annual dividend of BRL 0.9522 per share, ex-date on May 02, 2025 and record date on April 30, 2025.
分析記事 • Apr 08Many Still Looking Away From MRS Logística S.A. (BVMF:MRSA3B)There wouldn't be many who think MRS Logística S.A.'s ( BVMF:MRSA3B ) price-to-earnings (or "P/E") ratio of 6.9x is...
Board Change • Apr 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 01MRS Logística S.A., Annual General Meeting, Apr 30, 2025MRS Logística S.A., Annual General Meeting, Apr 30, 2025.
New Risk • Mar 15New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 207% Dividend yield: 3.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Shares are highly illiquid. Minor Risk Dividend is not well covered by cash flows (207% cash payout ratio).
Reported Earnings • Mar 12Full year 2024 earnings releasedFull year 2024 results: Revenue: R$7.02b (up 8.9% from FY 2023). Net income: R$1.42b (up 18% from FY 2023). Profit margin: 20% (up from 19% in FY 2023). The increase in margin was driven by higher revenue.
分析記事 • Jan 23MRS Logística (BVMF:MRSA3B) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Board Change • Jan 22No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Jan 15+ 3 more updatesMRS Logística S.A. to Report Q4, 2024 Results on Mar 13, 2025MRS Logística S.A. announced that they will report Q4, 2024 results on Mar 13, 2025
Board Change • Dec 13No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 19Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: R$1.92b (up 7.5% from 3Q 2023). Net income: R$459.1m (up 8.2% from 3Q 2023). Profit margin: 24% (in line with 3Q 2023).
Buy Or Sell Opportunity • Nov 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to R$28.00. The fair value is estimated to be R$35.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 24%.
分析記事 • Sep 30Is MRS Logística (BVMF:MRSA3B) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: R$2.11 (vs R$0.99 in 2Q 2023)Second quarter 2024 results: EPS: R$2.11 (up from R$0.99 in 2Q 2023). Revenue: R$7.38b (up 353% from 2Q 2023). Net income: R$712.5m (up 113% from 2Q 2023). Profit margin: 9.7% (down from 21% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 22%After last week's 22% share price gain to R$32.99, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 12x in the Transportation industry in Brazil. Total loss to shareholders of 4.6% over the past three years.
分析記事 • Jul 22MRS Logística (BVMF:MRSA3B) Might Have The Makings Of A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 • Jun 26Investors Continue Waiting On Sidelines For MRS Logística S.A. (BVMF:MRSA3B)With a median price-to-earnings (or "P/E") ratio of close to 9x in Brazil, you could be forgiven for feeling...
分析記事 • May 28These 4 Measures Indicate That MRS Logística (BVMF:MRSA3B) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 19First quarter 2024 earnings releasedFirst quarter 2024 results: Revenue: R$1.64b (up 32% from 1Q 2023). Net income: R$315.9m (up 117% from 1Q 2023). Profit margin: 19% (up from 12% in 1Q 2023). The increase in margin was driven by higher revenue.
Reported Earnings • Mar 25Full year 2023 earnings releasedFull year 2023 results: Revenue: R$6.45b (up 15% from FY 2022). Net income: R$1.20b (up 37% from FY 2022). Profit margin: 19% (up from 16% in FY 2022). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 23%After last week's 23% share price gain to R$28.95, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Transportation industry in Brazil. Total loss to shareholders of 43% over the past three years.
分析記事 • Mar 06MRS Logística S.A. (BVMF:MRSA3B) Screens Well But There Might Be A CatchMRS Logística S.A.'s ( BVMF:MRSA3B ) price-to-earnings (or "P/E") ratio of 7.9x might make it look like a buy right now...
Board Change • Feb 26No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
分析記事 • Feb 05We Think MRS Logística (BVMF:MRSA3B) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Board Change • Feb 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. No independent directors (9 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.