View Financial HealthVeste Estilo 배당 및 자사주 매입배당 기준 점검 0/6Veste Estilo 은(는) 현재 수익률이 0.056% 인 배당금 지급 회사입니다.핵심 정보0.06%배당 수익률0%자사주 매입 수익률총 주주 수익률0.06%미래 배당 수익률0.06%배당 성장률-52.6%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0.782%최근 배당 및 자사주 매입 업데이트Declared Dividend • Apr 20Dividend increased to R$0.051Dividend of R$0.051 is 3,556% higher than last year. Ex-date: 29th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 5.4%. Payout Ratios Payout ratio: 0.782%. Cash payout ratio: 0.1609%.공고 • Apr 19Veste S.A. Estilo announces Annual dividend, payable on May 29, 2026Veste S.A. Estilo announced Annual dividend of BRL 0.0507 per share payable on May 29, 2026, ex-date on April 29, 2026 and record date on April 28, 2026.Declared Dividend • Apr 28Dividend reduced to R$0.0014Dividend of R$0.0014 is 97% lower than last year. Ex-date: 2nd May 2025 Payment date: 31st May 2025 Dividend yield will be 0.02%, which is lower than the industry average of 5.4%.공고 • Apr 27Veste S.A. Estilo announces Annual dividend, payable on May 31, 2025Veste S.A. Estilo announced Annual dividend of BRL 0.0014 per share payable on May 31, 2025, ex-date on May 02, 2025 and record date on April 30, 2025.Upcoming Dividend • Apr 22Upcoming dividend of R$0.047 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 8.9% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Brazilian dividend payers (8.7%). Lower than average of industry peers (3.9%).모든 업데이트 보기Recent updatesNew Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (R$401.3m market cap, or US$77.1m).Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 10% to R$4.29. The fair value is estimated to be R$5.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Meanwhile, the company has become profitable.Reported Earnings • May 17First quarter 2026 earnings released: EPS: R$0.099 (vs R$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: R$0.099 (up from R$0.13 loss in 1Q 2025). Revenue: R$304.6m (up 15% from 1Q 2025). Net income: R$11.4m (up R$26.7m from 1Q 2025). Profit margin: 3.7% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.New Risk • May 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R$407.0m market cap, or US$82.1m).Board Change • May 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Henry Costa was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Apr 20Dividend increased to R$0.051Dividend of R$0.051 is 3,556% higher than last year. Ex-date: 29th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 5.4%. Payout Ratios Payout ratio: 0.782%. Cash payout ratio: 0.1609%.공고 • Apr 19Veste S.A. Estilo announces Annual dividend, payable on May 29, 2026Veste S.A. Estilo announced Annual dividend of BRL 0.0507 per share payable on May 29, 2026, ex-date on April 29, 2026 and record date on April 28, 2026.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R$3.83, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Luxury industry in Brazil. Total loss to shareholders of 75% over the past three years.Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 4.0% to R$3.80. The fair value is estimated to be R$3.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 88%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 584% in the next 2 years.공고 • Mar 28Veste S.A. Estilo, Annual General Meeting, Apr 28, 2026Veste S.A. Estilo, Annual General Meeting, Apr 28, 2026. Location: rua othao, 405, vila leopoldina - city, and state of sao paulo., Brazil공고 • Jan 20+ 3 more updatesVeste S.A. Estilo to Report Q3, 2026 Results on Nov 10, 2026Veste S.A. Estilo announced that they will report Q3, 2026 results on Nov 10, 2026Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: R$0.069 (vs R$0.10 loss in 3Q 2024)Third quarter 2025 results: EPS: R$0.069 (up from R$0.10 loss in 3Q 2024). Revenue: R$309.4m (up 17% from 3Q 2024). Net income: R$7.93m (up R$19.7m from 3Q 2024). Profit margin: 2.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 160% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.New Risk • Oct 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R$547.7m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (R$547.7m market cap, or US$99.5m).Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: R$0.14 (vs R$0.05 in 2Q 2024)Second quarter 2025 results: EPS: R$0.14 (up from R$0.05 in 2Q 2024). Revenue: R$319.9m (up 10% from 2Q 2024). Net income: R$15.6m (up 174% from 2Q 2024). Profit margin: 4.9% (up from 2.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 152% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • May 15First quarter 2025 earnings released: R$0.13 loss per share (vs R$0.046 loss in 1Q 2024)First quarter 2025 results: R$0.13 loss per share (further deteriorated from R$0.046 loss in 1Q 2024). Revenue: R$265.9m (up 7.1% from 1Q 2024). Net loss: R$15.3m (loss widened 190% from 1Q 2024). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 140% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 28Dividend reduced to R$0.0014Dividend of R$0.0014 is 97% lower than last year. Ex-date: 2nd May 2025 Payment date: 31st May 2025 Dividend yield will be 0.02%, which is lower than the industry average of 5.4%.공고 • Apr 27Veste S.A. Estilo announces Annual dividend, payable on May 31, 2025Veste S.A. Estilo announced Annual dividend of BRL 0.0014 per share payable on May 31, 2025, ex-date on May 02, 2025 and record date on April 30, 2025.공고 • Apr 01Veste S.A. Estilo, Annual General Meeting, Apr 30, 2025Veste S.A. Estilo, Annual General Meeting, Apr 30, 2025. Location: rua othao, 405, vila leopoldina, city and state of sao paulo, sao paulo BrazilReported Earnings • Feb 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: R$0.006 (down from R$0.20 in FY 2023). Revenue: R$1.11b (flat on FY 2023). Net income: R$665.0k (down 97% from FY 2023). Profit margin: 0.1% (down from 2.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.공고 • Jan 19+ 3 more updatesVeste S.A. Estilo to Report Q3, 2025 Results on Nov 13, 2025Veste S.A. Estilo announced that they will report Q3, 2025 results on Nov 13, 2025New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.분석 기사 • Dec 05Veste S.A. Estilo's (BVMF:VSTE3) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioUnfortunately for some shareholders, the Veste S.A. Estilo ( BVMF:VSTE3 ) share price has dived 26% in the last thirty...Reported Earnings • Nov 14Third quarter 2024 earnings released: R$0.10 loss per share (vs R$0.012 profit in 3Q 2023)Third quarter 2024 results: R$0.10 loss per share (down from R$0.012 profit in 3Q 2023). Revenue: R$264.6m (down 3.6% from 3Q 2023). Net loss: R$11.8m (down R$13.1m from profit in 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.분석 기사 • Oct 18Some Veste S.A. Estilo (BVMF:VSTE3) Shareholders Look For Exit As Shares Take 26% PoundingVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders that were waiting for something to happen have been dealt a blow with a...Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: R$290.2m (flat on 2Q 2023). Net income: R$5.70m (up 11% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in Brazil.분석 기사 • Jul 11One Veste S.A. Estilo (BVMF:VSTE3) Analyst Just Cut Their EPS ForecastsThe latest analyst coverage could presage a bad day for Veste S.A. Estilo ( BVMF:VSTE3 ), with the covering analyst...분석 기사 • Jun 14Market Participants Recognise Veste S.A. Estilo's (BVMF:VSTE3) Revenues Pushing Shares 28% HigherVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders would be excited to see that the share price has had a great month...Reported Earnings • May 15First quarter 2024 earnings released: R$0.046 loss per share (vs R$0.06 profit in 1Q 2023)First quarter 2024 results: R$0.046 loss per share (down from R$0.06 profit in 1Q 2023). Revenue: R$248.1m (down 6.4% from 1Q 2023). Net loss: R$5.28m (down 180% from profit in 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 22Upcoming dividend of R$0.047 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 8.9% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Brazilian dividend payers (8.7%). Lower than average of industry peers (3.9%).분석 기사 • Apr 20Why Investors Shouldn't Be Surprised By Veste S.A. Estilo's (BVMF:VSTE3) P/EVeste S.A. Estilo's ( BVMF:VSTE3 ) price-to-earnings (or "P/E") ratio of 70.1x might make it look like a strong sell...공고 • Mar 28Veste S.A. Estilo, Annual General Meeting, Apr 26, 2024Veste S.A. Estilo, Annual General Meeting, Apr 26, 2024, at 13:00 Coordinated Universal Time.New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 101% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).Reported Earnings • Mar 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: R$0.20 (down from R$0.52 in FY 2022). Revenue: R$1.11b (up 4.1% from FY 2022). Net income: R$22.8m (down 59% from FY 2022). Profit margin: 2.1% (down from 5.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.분석 기사 • Feb 22Should You Think About Buying Veste S.A. Estilo (BVMF:VSTE3) Now?Veste S.A. Estilo ( BVMF:VSTE3 ), is not the largest company out there, but it led the BOVESPA gainers with a...공고 • Feb 16Veste S.A. Estilo to Report Q4, 2023 Results on Mar 04, 2024Veste S.A. Estilo announced that they will report Q4, 2023 results After-Market on Mar 04, 2024공고 • Jan 17+ 2 more updatesVeste S.A. Estilo to Report Q2, 2024 Results on Aug 13, 2024Veste S.A. Estilo announced that they will report Q2, 2024 results on Aug 13, 2024분석 기사 • Dec 18Veste S.A. Estilo's (BVMF:VSTE3) 38% Share Price Surge Not Quite Adding UpVeste S.A. Estilo ( BVMF:VSTE3 ) shares have had a really impressive month, gaining 38% after a shaky period...Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R$14.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Luxury industry in Brazil. Total loss to shareholders of 63% over the past three years.분석 기사 • Nov 28The Return Trends At Veste Estilo (BVMF:VSTE3) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Shareholders have been diluted in the past year (6.9% increase in shares outstanding).New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risk Large one-off items impacting financial results.분석 기사 • Oct 09We Think Veste Estilo (BVMF:VSTE3) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Sep 11Is Now The Time To Look At Buying Veste S.A. Estilo (BVMF:VSTE3)?While Veste S.A. Estilo ( BVMF:VSTE3 ) might not be the most widely known stock at the moment, it saw significant share...Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R$15.94, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in Brazil. Total loss to shareholders of 64% over the past three years.공고 • May 27+ 1 more updateVeste S.A. Estilo to Report Q3, 2023 Results on Nov 09, 2023Veste S.A. Estilo announced that they will report Q3, 2023 results on Nov 09, 2023분석 기사 • Apr 17Veste S.A. Estilo's (BVMF:VSTE3) 37% Share Price Surge Not Quite Adding UpVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders would be excited to see that the share price has had a great month...Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$15.84, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 15x in the Luxury industry in Brazil. Total loss to shareholders of 64% over the past three years.Reported Earnings • Mar 31Full year 2022 earnings released: EPS: R$6.42 (vs R$93.46 loss in FY 2021)Full year 2022 results: EPS: R$6.42 (up from R$93.46 loss in FY 2021). Revenue: R$1.07b (up 22% from FY 2021). Net income: R$55.3m (up R$859.6m from FY 2021). Profit margin: 5.2% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 2 highly experienced directors. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: R$287.3m (up 28% from 3Q 2021). Net loss: R$66.7m (loss widened 36% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 12Second quarter 2022 earnings released: R$0.64 loss per share (vs R$0.81 loss in 2Q 2021)Second quarter 2022 results: R$0.64 loss per share (up from R$0.81 loss in 2Q 2021). Revenue: R$268.4m (up 37% from 2Q 2021). Net loss: R$43.8m (loss narrowed 22% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 58% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 15First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: R$232.8m (up 39% from 1Q 2021). Net loss: R$59.1m (loss widened 55% from 1Q 2021). Revenue missed analyst estimates by 5.5%.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 2 highly experienced directors. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: R$11.68 loss per share (up from R$29.12 loss in FY 2020). Revenue: R$875.9m (up 46% from FY 2020). Net loss: R$804.3m (loss narrowed 60% from FY 2020). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 55% per year whereas the company’s share price has fallen by 59% per year.분석 기사 • Mar 09Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Jan 10Shareholders Would Enjoy A Repeat Of Restoque Comércio e Confecções de Roupas' (BVMF:LLIS3) Recent Growth In ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Nov 18Here's Why Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Nov 15Third quarter 2021 earnings released: R$0.71 loss per share (vs R$1.63 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: R$225.1m (up 59% from 3Q 2020). Net loss: R$49.1m (loss narrowed 56% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 8 percentage points per year, which is a significant difference in performance.분석 기사 • Aug 19Is Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) 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 18Second quarter 2021 earnings released: R$0.81 loss per share (vs R$2.13 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: R$195.6m (up 333% from 2Q 2020). Net loss: R$55.9m (loss narrowed 62% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.분석 기사 • May 23Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Is New 90 Day High Low • Feb 19New 90-day low: R$4.37The company is down 6.0% from its price of R$4.66 on 20 November 2020. The Brazilian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is flat over the same period.Price Target Changed • Feb 05Price target lowered to R$22.10Down from R$36.17, the current price target is an average from 2 analysts. The new target price is 368% above the current share price of R$4.72. As of last close, the stock is down 72% over the past year.분석 기사 • Dec 07Restoque Comércio e Confecções de Roupas'(BVMF:LLIS3) Share Price Is Down 84% Over The Past Three Years.Restoque Comércio e Confecções de Roupas S.A. ( BVMF:LLIS3 ) shareholders should be happy to see the share price up 13...Analyst Estimate Surprise Post Earnings • Nov 17Revenue beats expectationsRevenue exceeded analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 81%, compared to a 15% growth forecast for the Luxury industry in Brazil.Reported Earnings • Nov 17Third quarter 2020 earnings released: R$1.63 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: R$141.8m (down 33% from 3Q 2019). Net loss: R$112.1m (loss widened 114% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 122% per year but the company’s share price has only fallen by 51% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Nov 05Analysts update estimatesThe 2020 consensus revenue estimate increased from R$618.1m to R$955.7m. Earning per share (EPS) estimate was further reduced from -R$9.47 to -R$10.07 for the same period. The Luxury industry in Brazil is expected to see a 7.0% decline in net income next year. The consensus price target of R$22.10 was unchanged from the last update. Share price is down by 2.8% to R$4.21 over the past week.Is New 90 Day High Low • Oct 29New 90-day low: R$4.83The company is down 17% from its price of R$5.82 on 30 July 2020. The Brazilian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R$31.31 per share.Is New 90 Day High Low • Sep 29New 90-day low: R$4.86The company is down 30% from its price of R$6.92 on 01 July 2020. The Brazilian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R$31.31 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: VSTE3 BR 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.배당금 증가: VSTE3 BR 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.배당 수익률 vs 시장Veste Estilo 배당 수익률 vs 시장VSTE3의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (VSTE3)0.06%시장 하위 25% (BR)4.8%시장 상위 25% (BR)13.6%업계 평균 (Luxury)19.1%분석가 예측 (VSTE3) (최대 3년)0.06%주목할만한 배당금: VSTE3 의 배당금( 0.056% )은 BR 시장에서 배당금 지급자의 하위 25%( 4.77% )와 비교해 주목할 만하지 않습니다.고배당: VSTE3 의 배당금( 0.056% )은 BR 시장에서 배당금 지급자의 상위 25%( 13.65% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: VSTE3 BR 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: VSTE3 BR 시장에서 주목할만한 배당금을 지급하지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YBR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/22 03:54종가2026/08/21 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Veste S.A. Estilo는 10명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert Ford AguilarBofA Global ResearchRicardo BoiatiBradesco S.A. Corretora de Títulos e Valores MobiliáriosCarlos Palhares SequeiraBTG Pactual7명의 분석가 더 보기
Declared Dividend • Apr 20Dividend increased to R$0.051Dividend of R$0.051 is 3,556% higher than last year. Ex-date: 29th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 5.4%. Payout Ratios Payout ratio: 0.782%. Cash payout ratio: 0.1609%.
공고 • Apr 19Veste S.A. Estilo announces Annual dividend, payable on May 29, 2026Veste S.A. Estilo announced Annual dividend of BRL 0.0507 per share payable on May 29, 2026, ex-date on April 29, 2026 and record date on April 28, 2026.
Declared Dividend • Apr 28Dividend reduced to R$0.0014Dividend of R$0.0014 is 97% lower than last year. Ex-date: 2nd May 2025 Payment date: 31st May 2025 Dividend yield will be 0.02%, which is lower than the industry average of 5.4%.
공고 • Apr 27Veste S.A. Estilo announces Annual dividend, payable on May 31, 2025Veste S.A. Estilo announced Annual dividend of BRL 0.0014 per share payable on May 31, 2025, ex-date on May 02, 2025 and record date on April 30, 2025.
Upcoming Dividend • Apr 22Upcoming dividend of R$0.047 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 8.9% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Brazilian dividend payers (8.7%). Lower than average of industry peers (3.9%).
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Market cap is less than US$100m (R$401.3m market cap, or US$77.1m).
Buy Or Sell Opportunity • Jun 01Now 22% undervaluedOver the last 90 days, the stock has risen 10% to R$4.29. The fair value is estimated to be R$5.47, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Meanwhile, the company has become profitable.
Reported Earnings • May 17First quarter 2026 earnings released: EPS: R$0.099 (vs R$0.13 loss in 1Q 2025)First quarter 2026 results: EPS: R$0.099 (up from R$0.13 loss in 1Q 2025). Revenue: R$304.6m (up 15% from 1Q 2025). Net income: R$11.4m (up R$26.7m from 1Q 2025). Profit margin: 3.7% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 8.2% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
New Risk • May 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R$407.0m market cap, or US$82.1m).
Board Change • May 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Henry Costa was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Apr 20Dividend increased to R$0.051Dividend of R$0.051 is 3,556% higher than last year. Ex-date: 29th April 2026 Payment date: 29th May 2026 Dividend yield will be 1.3%, which is lower than the industry average of 5.4%. Payout Ratios Payout ratio: 0.782%. Cash payout ratio: 0.1609%.
공고 • Apr 19Veste S.A. Estilo announces Annual dividend, payable on May 29, 2026Veste S.A. Estilo announced Annual dividend of BRL 0.0507 per share payable on May 29, 2026, ex-date on April 29, 2026 and record date on April 28, 2026.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R$3.83, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Luxury industry in Brazil. Total loss to shareholders of 75% over the past three years.
Buy Or Sell Opportunity • Apr 13Now 24% overvaluedOver the last 90 days, the stock has fallen 4.0% to R$3.80. The fair value is estimated to be R$3.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 88%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 584% in the next 2 years.
공고 • Mar 28Veste S.A. Estilo, Annual General Meeting, Apr 28, 2026Veste S.A. Estilo, Annual General Meeting, Apr 28, 2026. Location: rua othao, 405, vila leopoldina - city, and state of sao paulo., Brazil
공고 • Jan 20+ 3 more updatesVeste S.A. Estilo to Report Q3, 2026 Results on Nov 10, 2026Veste S.A. Estilo announced that they will report Q3, 2026 results on Nov 10, 2026
Reported Earnings • Nov 17Third quarter 2025 earnings released: EPS: R$0.069 (vs R$0.10 loss in 3Q 2024)Third quarter 2025 results: EPS: R$0.069 (up from R$0.10 loss in 3Q 2024). Revenue: R$309.4m (up 17% from 3Q 2024). Net income: R$7.93m (up R$19.7m from 3Q 2024). Profit margin: 2.6% (up from net loss in 3Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 160% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
New Risk • Oct 11New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: R$547.7m (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (0.05% net profit margin). Market cap is less than US$100m (R$547.7m market cap, or US$99.5m).
Reported Earnings • Aug 14Second quarter 2025 earnings released: EPS: R$0.14 (vs R$0.05 in 2Q 2024)Second quarter 2025 results: EPS: R$0.14 (up from R$0.05 in 2Q 2024). Revenue: R$319.9m (up 10% from 2Q 2024). Net income: R$15.6m (up 174% from 2Q 2024). Profit margin: 4.9% (up from 2.0% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 152% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Board Change • Jun 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 1 highly experienced director. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • May 15First quarter 2025 earnings released: R$0.13 loss per share (vs R$0.046 loss in 1Q 2024)First quarter 2025 results: R$0.13 loss per share (further deteriorated from R$0.046 loss in 1Q 2024). Revenue: R$265.9m (up 7.1% from 1Q 2024). Net loss: R$15.3m (loss widened 190% from 1Q 2024). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 140% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 28Dividend reduced to R$0.0014Dividend of R$0.0014 is 97% lower than last year. Ex-date: 2nd May 2025 Payment date: 31st May 2025 Dividend yield will be 0.02%, which is lower than the industry average of 5.4%.
공고 • Apr 27Veste S.A. Estilo announces Annual dividend, payable on May 31, 2025Veste S.A. Estilo announced Annual dividend of BRL 0.0014 per share payable on May 31, 2025, ex-date on May 02, 2025 and record date on April 30, 2025.
공고 • Apr 01Veste S.A. Estilo, Annual General Meeting, Apr 30, 2025Veste S.A. Estilo, Annual General Meeting, Apr 30, 2025. Location: rua othao, 405, vila leopoldina, city and state of sao paulo, sao paulo Brazil
Reported Earnings • Feb 26Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: R$0.006 (down from R$0.20 in FY 2023). Revenue: R$1.11b (flat on FY 2023). Net income: R$665.0k (down 97% from FY 2023). Profit margin: 0.1% (down from 2.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
공고 • Jan 19+ 3 more updatesVeste S.A. Estilo to Report Q3, 2025 Results on Nov 13, 2025Veste S.A. Estilo announced that they will report Q3, 2025 results on Nov 13, 2025
New Risk • Dec 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
분석 기사 • Dec 05Veste S.A. Estilo's (BVMF:VSTE3) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioUnfortunately for some shareholders, the Veste S.A. Estilo ( BVMF:VSTE3 ) share price has dived 26% in the last thirty...
Reported Earnings • Nov 14Third quarter 2024 earnings released: R$0.10 loss per share (vs R$0.012 profit in 3Q 2023)Third quarter 2024 results: R$0.10 loss per share (down from R$0.012 profit in 3Q 2023). Revenue: R$264.6m (down 3.6% from 3Q 2023). Net loss: R$11.8m (down R$13.1m from profit in 3Q 2023). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
분석 기사 • Oct 18Some Veste S.A. Estilo (BVMF:VSTE3) Shareholders Look For Exit As Shares Take 26% PoundingVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders that were waiting for something to happen have been dealt a blow with a...
Reported Earnings • Aug 14Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: R$290.2m (flat on 2Q 2023). Net income: R$5.70m (up 11% from 2Q 2023). Profit margin: 2.0% (up from 1.8% in 2Q 2023). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in Brazil.
분석 기사 • Jul 11One Veste S.A. Estilo (BVMF:VSTE3) Analyst Just Cut Their EPS ForecastsThe latest analyst coverage could presage a bad day for Veste S.A. Estilo ( BVMF:VSTE3 ), with the covering analyst...
분석 기사 • Jun 14Market Participants Recognise Veste S.A. Estilo's (BVMF:VSTE3) Revenues Pushing Shares 28% HigherVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders would be excited to see that the share price has had a great month...
Reported Earnings • May 15First quarter 2024 earnings released: R$0.046 loss per share (vs R$0.06 profit in 1Q 2023)First quarter 2024 results: R$0.046 loss per share (down from R$0.06 profit in 1Q 2023). Revenue: R$248.1m (down 6.4% from 1Q 2023). Net loss: R$5.28m (down 180% from profit in 1Q 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 22Upcoming dividend of R$0.047 per shareEligible shareholders must have bought the stock before 29 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 8.9% but the company is paying out more than the cash it is generating. Trailing yield: 0.8%. Lower than top quartile of Brazilian dividend payers (8.7%). Lower than average of industry peers (3.9%).
분석 기사 • Apr 20Why Investors Shouldn't Be Surprised By Veste S.A. Estilo's (BVMF:VSTE3) P/EVeste S.A. Estilo's ( BVMF:VSTE3 ) price-to-earnings (or "P/E") ratio of 70.1x might make it look like a strong sell...
공고 • Mar 28Veste S.A. Estilo, Annual General Meeting, Apr 26, 2024Veste S.A. Estilo, Annual General Meeting, Apr 26, 2024, at 13:00 Coordinated Universal Time.
New Risk • Mar 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 101% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin).
Reported Earnings • Mar 08Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: R$0.20 (down from R$0.52 in FY 2022). Revenue: R$1.11b (up 4.1% from FY 2022). Net income: R$22.8m (down 59% from FY 2022). Profit margin: 2.1% (down from 5.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.6%. Earnings per share (EPS) also missed analyst estimates by 52%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Luxury industry in Brazil. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
분석 기사 • Feb 22Should You Think About Buying Veste S.A. Estilo (BVMF:VSTE3) Now?Veste S.A. Estilo ( BVMF:VSTE3 ), is not the largest company out there, but it led the BOVESPA gainers with a...
공고 • Feb 16Veste S.A. Estilo to Report Q4, 2023 Results on Mar 04, 2024Veste S.A. Estilo announced that they will report Q4, 2023 results After-Market on Mar 04, 2024
공고 • Jan 17+ 2 more updatesVeste S.A. Estilo to Report Q2, 2024 Results on Aug 13, 2024Veste S.A. Estilo announced that they will report Q2, 2024 results on Aug 13, 2024
분석 기사 • Dec 18Veste S.A. Estilo's (BVMF:VSTE3) 38% Share Price Surge Not Quite Adding UpVeste S.A. Estilo ( BVMF:VSTE3 ) shares have had a really impressive month, gaining 38% after a shaky period...
Valuation Update With 7 Day Price Move • Nov 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R$14.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Luxury industry in Brazil. Total loss to shareholders of 63% over the past three years.
분석 기사 • Nov 28The Return Trends At Veste Estilo (BVMF:VSTE3) Look PromisingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
New Risk • Nov 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 9.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.1% average weekly change). High level of non-cash earnings (21% accrual ratio). Minor Risk Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
New Risk • Nov 17New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (21% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (9.1% average weekly change). Shareholders have been diluted in the past year (6.9% increase in shares outstanding).
New Risk • Oct 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Shareholders have been substantially diluted in the past year (over 12x increase in shares outstanding). Minor Risk Large one-off items impacting financial results.
분석 기사 • Oct 09We Think Veste Estilo (BVMF:VSTE3) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Sep 11Is Now The Time To Look At Buying Veste S.A. Estilo (BVMF:VSTE3)?While Veste S.A. Estilo ( BVMF:VSTE3 ) might not be the most widely known stock at the moment, it saw significant share...
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R$15.94, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Luxury industry in Brazil. Total loss to shareholders of 64% over the past three years.
공고 • May 27+ 1 more updateVeste S.A. Estilo to Report Q3, 2023 Results on Nov 09, 2023Veste S.A. Estilo announced that they will report Q3, 2023 results on Nov 09, 2023
분석 기사 • Apr 17Veste S.A. Estilo's (BVMF:VSTE3) 37% Share Price Surge Not Quite Adding UpVeste S.A. Estilo ( BVMF:VSTE3 ) shareholders would be excited to see that the share price has had a great month...
Valuation Update With 7 Day Price Move • Apr 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R$15.84, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 15x in the Luxury industry in Brazil. Total loss to shareholders of 64% over the past three years.
Reported Earnings • Mar 31Full year 2022 earnings released: EPS: R$6.42 (vs R$93.46 loss in FY 2021)Full year 2022 results: EPS: R$6.42 (up from R$93.46 loss in FY 2021). Revenue: R$1.07b (up 22% from FY 2021). Net income: R$55.3m (up R$859.6m from FY 2021). Profit margin: 5.2% (up from net loss in FY 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 2 highly experienced directors. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 12Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: R$287.3m (up 28% from 3Q 2021). Net loss: R$66.7m (loss widened 36% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 56% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 12Second quarter 2022 earnings released: R$0.64 loss per share (vs R$0.81 loss in 2Q 2021)Second quarter 2022 results: R$0.64 loss per share (up from R$0.81 loss in 2Q 2021). Revenue: R$268.4m (up 37% from 2Q 2021). Net loss: R$43.8m (loss narrowed 22% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 58% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 15First quarter 2022 earnings: Revenues miss analyst expectationsFirst quarter 2022 results: Revenue: R$232.8m (up 39% from 1Q 2021). Net loss: R$59.1m (loss widened 55% from 1Q 2021). Revenue missed analyst estimates by 5.5%.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. 2 highly experienced directors. Chairman Marcelo de Lima is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 02Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: R$11.68 loss per share (up from R$29.12 loss in FY 2020). Revenue: R$875.9m (up 46% from FY 2020). Net loss: R$804.3m (loss narrowed 60% from FY 2020). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) exceeded analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 55% per year whereas the company’s share price has fallen by 59% per year.
분석 기사 • Mar 09Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Seems To Be Using A Lot Of DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 10Shareholders Would Enjoy A Repeat Of Restoque Comércio e Confecções de Roupas' (BVMF:LLIS3) Recent Growth In ReturnsFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Nov 18Here's Why Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Is Weighed Down By Its Debt LoadWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Nov 15Third quarter 2021 earnings released: R$0.71 loss per share (vs R$1.63 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: R$225.1m (up 59% from 3Q 2020). Net loss: R$49.1m (loss narrowed 56% from 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 8 percentage points per year, which is a significant difference in performance.
분석 기사 • Aug 19Is Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) 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 18Second quarter 2021 earnings released: R$0.81 loss per share (vs R$2.13 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: R$195.6m (up 333% from 2Q 2020). Net loss: R$55.9m (loss narrowed 62% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
분석 기사 • May 23Restoque Comércio e Confecções de Roupas (BVMF:LLIS3) Knows How To Allocate Capital EffectivelyTo find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Is New 90 Day High Low • Feb 19New 90-day low: R$4.37The company is down 6.0% from its price of R$4.66 on 20 November 2020. The Brazilian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is flat over the same period.
Price Target Changed • Feb 05Price target lowered to R$22.10Down from R$36.17, the current price target is an average from 2 analysts. The new target price is 368% above the current share price of R$4.72. As of last close, the stock is down 72% over the past year.
분석 기사 • Dec 07Restoque Comércio e Confecções de Roupas'(BVMF:LLIS3) Share Price Is Down 84% Over The Past Three Years.Restoque Comércio e Confecções de Roupas S.A. ( BVMF:LLIS3 ) shareholders should be happy to see the share price up 13...
Analyst Estimate Surprise Post Earnings • Nov 17Revenue beats expectationsRevenue exceeded analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 81%, compared to a 15% growth forecast for the Luxury industry in Brazil.
Reported Earnings • Nov 17Third quarter 2020 earnings released: R$1.63 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: R$141.8m (down 33% from 3Q 2019). Net loss: R$112.1m (loss widened 114% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 122% per year but the company’s share price has only fallen by 51% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Nov 05Analysts update estimatesThe 2020 consensus revenue estimate increased from R$618.1m to R$955.7m. Earning per share (EPS) estimate was further reduced from -R$9.47 to -R$10.07 for the same period. The Luxury industry in Brazil is expected to see a 7.0% decline in net income next year. The consensus price target of R$22.10 was unchanged from the last update. Share price is down by 2.8% to R$4.21 over the past week.
Is New 90 Day High Low • Oct 29New 90-day low: R$4.83The company is down 17% from its price of R$5.82 on 30 July 2020. The Brazilian market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R$31.31 per share.
Is New 90 Day High Low • Sep 29New 90-day low: R$4.86The company is down 30% from its price of R$6.92 on 01 July 2020. The Brazilian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is R$31.31 per share.