Cogna Educação 향후 성장
Future 기준 점검 2/6
Cogna Educação (는) 각각 연간 17.6% 및 6.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.8% 로 예상됩니다.
핵심 정보
17.6%
이익 성장률
24.12%
EPS 성장률
| Consumer Services 이익 성장 | 16.6% |
| 매출 성장률 | 6.2% |
| 향후 자기자본이익률 | 7.75% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 29
COGN3: Dividend Visibility And Stronger Margins Will Support Future Share Repricing
Analysts now estimate Cogna Educação's fair value at around R$4.48 per share, compared with R$4.60 previously, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The company announced an annual dividend of R$0.0143 per share, with payment scheduled for May 29, 2026, ex-date on April 28, 2026, and record date on April 27, 2026 (Key Developments).내러티브 업데이트 • Apr 15
COGN3: Dividend And Stable Margins Will Support Future Repricing Of Shares
Analysts have slightly reduced their price target for Cogna Educação, with fair value now at around R$4.60, down from R$4.67, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Cogna Educação S.A. announced an annual dividend of R$0.0143 per share.내러티브 업데이트 • Mar 31
COGN3: Revised Earnings Assumptions Will Support Future Repricing Of Undervalued Shares
Analysts have slightly revised their R$ price target on Cogna Educação, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more conservative earnings profile than previously assumed. Valuation Changes Fair Value: R$4.67 is unchanged, with the revised assumptions offsetting each other at the model level.내러티브 업데이트 • Mar 17
COGN3: Planned Stock Split Will Support Future Repricing Of Undervalued Shares
Analysts have trimmed their price target for Cogna Educação slightly from R$4.71 to R$4.67, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News Cogna Educação has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).내러티브 업데이트 • Mar 03
COGN3: Planned Stock Split Will Support Current Undervalued Share Price
Analysts have kept their fair value estimate for Cogna Educação broadly unchanged at around R$4.71 per share, with only minor tweaks to inputs such as the discount rate and future P/E assumptions driving a very small adjustment in their price target rationale. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).내러티브 업데이트 • Feb 17
COGN3: Higher Future P/E And Stock Split Will Support Undervalued Shares
Analysts now place Cogna Educação's fair value at around R$4.71, a very small move from R$4.70. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.분석 기사 • Feb 12
We Think Cogna Educação (BVMF:COGN3) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...내러티브 업데이트 • Feb 02
COGN3: Future P/E And Planned Stock Split Will Support Fairly Valued Shares
Analysts have lifted their price target on Cogna Educação to R$4.70 from R$4.01, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together support a higher fair value estimate. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).
새로운 내러티브 • Jan 24
Health Course Shift And Credit Quality Will Pressure Margins And Future Earnings
Catalysts About Cogna Educação Cogna Educação operates higher education, basic education and educational services businesses in Brazil through units such as Kroton, Vasta and Saber. What are the underlying business or industry changes driving this perspective?분석 기사 • Jan 22
Revenues Not Telling The Story For Cogna Educação S.A. (BVMF:COGN3) After Shares Rise 30%
The Cogna Educação S.A. ( BVMF:COGN3 ) share price has done very well over the last month, posting an excellent gain of...내러티브 업데이트 • Jan 19
COGN3: Future P/E And Margin Outlook Will Support Fairly Valued Shares
Analysts have raised their price target for Cogna Educação from R$3.72 to R$4.01, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework. What's in the News Cogna Educação S.A. has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).분석 기사 • Jan 07
Cogna Educação (BVMF:COGN3) Might Have The Makings Of A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...내러티브 업데이트 • Jan 05
COGN3: Future Earnings Multiple Will Reflect Undervalued Upside Despite Higher Discount Rate
Analysts have trimmed their fair value estimate for Cogna Educação from R$4.10 to about R$3.72, citing updated assumptions around discount rates, long term revenue growth, profit margins and future P/E levels. What's in the News Cogna Educação has scheduled a stock split or significant stock dividend with a 1.1000011-for-1 ratio, effective December 26, 2025 (Key Developments).내러티브 업데이트 • Dec 22
COGN3: Future Earnings Multiple Will Drive Attractive Upside From Current Levels
Analysts have slightly increased their price target for Cogna Educação to reflect modestly stronger expectations for revenue growth and stable profitability, even as they apply a marginally higher discount rate and future price-to-earnings multiple in their valuation models. Valuation Changes Fair Value Estimate remained unchanged at R$4.10 per share, indicating no revision to the intrinsic value assessment.내러티브 업데이트 • Dec 08
COGN3: Future Earnings Multiple And Margins Will Shape Fairly Valued Outlook
Analysts have nudged their price target on Cogna Educação slightly higher to R$4.10 from R$4.05, reflecting modestly increased fair value estimates and a marginally richer assumed future earnings multiple, despite a slightly higher discount rate. Valuation Changes Fair Value: risen slightly to R$4.10 from R$4.05, reflecting a marginal upward revision in intrinsic value estimates.분석 기사 • Dec 06
There's Reason For Concern Over Cogna Educação S.A.'s (BVMF:COGN3) Price
It's not a stretch to say that Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1x right now...내러티브 업데이트 • Nov 24
COGN3: Future Margins And Index Addition Will Shape Performance
Analysts have raised their price target for Cogna Educação from R$3.82 to R$4.05, citing improved anticipated profit margins. This comes despite adjusted expectations for revenue growth and a slightly higher discount rate.분석 기사 • Nov 14
Shareholders Shouldn’t Be Too Comfortable With Cogna Educação's (BVMF:COGN3) Strong Earnings
The latest earnings release from Cogna Educação S.A. ( BVMF:COGN3 ) disappointed investors. We did some analysis and...분석 기사 • Nov 13
Cogna Educação (BVMF:COGN3) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Nov 04
COGN3: Improved Margins And Index Inclusion Will Shape Outlook Despite Ongoing Risks
Analysts have increased their price target for Cogna Educação from R$3.61 to R$3.82. They cite an improved profit margin outlook and a lower discount rate, both of which are driving higher fair value estimates.내러티브 업데이트 • Oct 20
Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges
Analysts have raised their price target for Cogna Educação from R$3.32 to R$3.61. They cite improved revenue growth and profit margin expectations as key factors behind the upward revision.분석 기사 • Oct 02
Cogna Educação (BVMF:COGN3) Is Doing The Right Things To Multiply Its Share Price
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Sep 06
Investors Still Waiting For A Pull Back In Cogna Educação S.A. (BVMF:COGN3)
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Consumer Services industry in Brazil, you could...새로운 내러티브 • Aug 25
Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges
Key Takeaways Digital adoption, technology investments, and an asset-light strategy are strengthening margins, scalability, and long-term free cash flow generation. Socioeconomic tailwinds, favorable regulation, and financial discipline support enrollment, revenue growth, and increased market share.분석 기사 • May 12
Cogna Educação S.A. (BVMF:COGN3) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
Despite an already strong run, Cogna Educação S.A. ( BVMF:COGN3 ) shares have been powering on, with a gain of 32% in...분석 기사 • Mar 28
Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Still On The Mark Following 31% Share Price Bounce
Cogna Educação S.A. ( BVMF:COGN3 ) shares have continued their recent momentum with a 31% gain in the last month alone...분석 기사 • Mar 19
Cogna Educação's (BVMF:COGN3) Earnings Are Of Questionable Quality
Cogna Educação S.A.'s ( BVMF:COGN3 ) stock was strong after they recently reported robust earnings. We did some...분석 기사 • Mar 14
Cogna Educação S.A. (BVMF:COGN3) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?
Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are probably feeling a little disappointed, since its shares fell 2.4...분석 기사 • Feb 11
We Like These Underlying Return On Capital Trends At Cogna Educação (BVMF:COGN3)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...분석 기사 • Jan 18
Cogna Educação S.A.'s (BVMF:COGN3) 26% Jump Shows Its Popularity With Investors
Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...분석 기사 • Dec 02
Cogna Educação S.A.'s (BVMF:COGN3) Earnings Haven't Escaped The Attention Of Investors
With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Consumer Services industry in Brazil, you could...분석 기사 • Jul 19
Pinning Down Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Difficult Right Now
There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 0.5x is worth...분석 기사 • May 11
Investors Met With Slowing Returns on Capital At Cogna Educação (BVMF:COGN3)
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...분석 기사 • Apr 19
Market Cool On Cogna Educação S.A.'s (BVMF:COGN3) Revenues Pushing Shares 25% Lower
Unfortunately for some shareholders, the Cogna Educação S.A. ( BVMF:COGN3 ) share price has dived 25% in the last...분석 기사 • Mar 14
Does Cogna Educação (BVMF:COGN3) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 29
Cogna Educação (BVMF:COGN3) Has Some Difficulty Using Its Capital Effectively
What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...분석 기사 • Jan 08
Cogna Educação S.A. (BVMF:COGN3) Could Be Riskier Than It Looks
There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1.1x is worth...분석 기사 • Oct 18
Here's What's Concerning About Cogna Educação's (BVMF:COGN3) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 8,913 | 1,088 | 1,997 | 1,986 | 6 |
| 12/31/2027 | 8,423 | 952 | 1,445 | 1,659 | 11 |
| 12/31/2026 | 7,893 | 781 | 1,118 | 1,262 | 8 |
| 3/31/2026 | 7,535 | 672 | 865 | 1,375 | N/A |
| 12/31/2025 | 7,017 | 626 | 770 | 1,286 | N/A |
| 9/30/2025 | 6,976 | 1,331 | 877 | 1,354 | N/A |
| 6/30/2025 | 6,734 | 1,111 | 834 | 1,281 | N/A |
| 3/31/2025 | 6,501 | 988 | 610 | 1,043 | N/A |
| 12/31/2024 | 6,391 | 883 | 457 | 867 | N/A |
| 9/30/2024 | 6,121 | -385 | 378 | 822 | N/A |
| 6/30/2024 | 6,090 | -461 | 109 | 580 | N/A |
| 3/31/2024 | 6,028 | -513 | 317 | 795 | N/A |
| 12/31/2023 | 5,815 | -449 | 223 | 680 | N/A |
| 9/30/2023 | 5,532 | -197 | -8 | 422 | N/A |
| 6/30/2023 | 5,346 | -303 | -201 | 225 | N/A |
| 3/31/2023 | 5,132 | -348 | -284 | 144 | N/A |
| 12/31/2022 | 5,005 | -416 | -324 | 117 | N/A |
| 9/30/2022 | 4,894 | -434 | -244 | 222 | N/A |
| 6/30/2022 | 4,852 | -423 | -14 | 408 | N/A |
| 3/31/2022 | 4,849 | -391 | -53 | 337 | N/A |
| 12/31/2021 | 4,778 | -438 | 122 | 504 | N/A |
| 9/30/2021 | 4,775 | -2,525 | 50 | 433 | N/A |
| 6/30/2021 | 4,865 | -3,237 | 82 | 492 | N/A |
| 3/31/2021 | 4,934 | -3,635 | 208 | 631 | N/A |
| 12/31/2020 | 5,269 | -3,626 | -188 | 256 | N/A |
| 9/30/2020 | 5,033 | -1,669 | 432 | 916 | N/A |
| 6/30/2020 | 5,436 | -736 | -54 | 506 | N/A |
| 3/31/2020 | 5,957 | -124 | -58 | 465 | N/A |
| 12/31/2019 | 6,355 | 165 | N/A | 419 | N/A |
| 9/30/2019 | 7,018 | 517 | N/A | -269 | N/A |
| 6/30/2019 | 6,753 | 844 | N/A | 627 | N/A |
| 3/31/2019 | 6,536 | 1,167 | N/A | 876 | N/A |
| 12/31/2018 | 6,061 | 1,404 | N/A | 1,129 | N/A |
| 9/30/2018 | 5,489 | 1,681 | N/A | 1,634 | N/A |
| 6/30/2018 | 5,563 | 1,784 | N/A | 1,508 | N/A |
| 3/31/2018 | 5,556 | 1,864 | N/A | 1,664 | N/A |
| 12/31/2017 | 5,558 | 1,882 | N/A | 1,826 | N/A |
| 9/30/2017 | 6,087 | 2,362 | N/A | 1,817 | N/A |
| 6/30/2017 | 5,470 | 1,787 | N/A | 1,848 | N/A |
| 3/31/2017 | 5,342 | 1,759 | N/A | 1,988 | N/A |
| 12/31/2016 | 5,245 | 1,865 | N/A | 1,820 | N/A |
| 9/30/2016 | 4,697 | 1,289 | N/A | 1,533 | N/A |
| 6/30/2016 | 5,225 | 1,727 | N/A | 1,346 | N/A |
| 3/31/2016 | 5,245 | 1,624 | N/A | 878 | N/A |
| 12/31/2015 | 5,265 | 1,396 | N/A | 961 | N/A |
| 9/30/2015 | 5,164 | 1,345 | N/A | 1,036 | N/A |
| 6/30/2015 | 5,075 | 1,245 | N/A | 1,060 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: COGN3 의 연간 예상 수익 증가율(17.6%)이 saving rate(12.4%)보다 높습니다.
수익 vs 시장: COGN3 의 연간 수익(17.6%)이 BR 시장(12.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: COGN3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: COGN3 의 수익(연간 6.2%)이 BR 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: COGN3 의 수익(연간 6.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: COGN3의 자본 수익률은 3년 후 7.8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 09:11 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Cogna Educação S.A.는 21명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Flavio Yoshida | BofA Global Research |
| Frederico Mendes | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Marcio Osako | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |