Ser Educacional 향후 성장
Future 기준 점검 3/6
Ser Educacional (는) 각각 연간 12.5% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.3% 로 예상됩니다.
핵심 정보
12.5%
이익 성장률
12.61%
EPS 성장률
| Consumer Services 이익 성장 | 16.6% |
| 매출 성장률 | 5.8% |
| 향후 자기자본이익률 | 21.28% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 14 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 18
SEER3: Dividend Payout And Upcoming Meeting Will Support Future Upside Potential
Analysts have raised their price target on Ser Educacional from R$19.50 to R$23.00, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples to better reflect their current view of the stock. What's in the News Ser Educacional has scheduled a Special and Extraordinary Shareholders Meeting for April 27, 2026, giving investors a key date to watch for governance and capital structure decisions (Key Developments).
내러티브 업데이트 • May 02
SEER3: Steady Outlook Will Balance Dividend Income And Governance Decisions
Analysts have adjusted their view on Ser Educacional, keeping fair value steady near R$12.80 while updating assumptions on discount rate, revenue growth, profit margin and future P/E. Taken together, these changes reflect a more cautious but still supportive stance on the stock's long term earnings profile.내러티브 업데이트 • Apr 17
SEER3: Future Dividend Policy And Meeting Agenda Will Support Upside Potential
Analysts have nudged their price target on Ser Educacional slightly higher to R$19.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that adjust the valuation mix without significantly altering the overall outlook. What's in the News Ser Educacional has scheduled a Special and Extraordinary Shareholders Meeting for April 27, 2026, giving shareholders a set date to review and vote on key corporate matters (Key Developments).내러티브 업데이트 • Mar 23
SEER3: Higher Margin Outlook Will Support Future Upside Potential
Analysts have nudged their implied fair value for Ser Educacional to around R$19.21 per share, reflecting updated assumptions for discount rate, revenue growth, profit margin and a slightly lower future P/E multiple in their models. Valuation Changes Fair Value: R$19.21 per share in the refreshed model, compared with R$18.98 previously.내러티브 업데이트 • Mar 09
SEER3: Higher Margins And Lower Discount Rate Will Drive Upside
Analysts have raised their price target on Ser Educacional from R$12.00 to R$12.80, citing updated assumptions that include a different discount rate, revised revenue growth expectations, higher projected profit margins, and a lower future P/E multiple. Valuation Changes Fair Value: R$12.0 to R$12.8, indicating a small upward revision in the target level used in the model.
내러티브 업데이트 • Feb 22
SEER3: Higher Profit Margin Outlook Will Support Stronger Future Share Pricing
Analysts now see Ser Educacional's fair value at R$15.33 per share, compared with the prior R$11.86, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E. Valuation Changes Fair Value: updated from R$11.86 to R$15.33 per share, indicating a higher assessed valuation level.내러티브 업데이트 • Feb 08
SEER3: Lower Discount Rate And Higher Margins Will Support Future Upside
Analysts have trimmed their fair value estimate for Ser Educacional from R$19.50 to about R$18.98, reflecting updated views on the discount rate, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair value estimate has been adjusted slightly from R$19.50 to about R$18.98 per share.분석 기사 • Jan 29
Investors Appear Satisfied With Ser Educacional S.A.'s (BVMF:SEER3) Prospects As Shares Rocket 26%
Ser Educacional S.A. ( BVMF:SEER3 ) shareholders would be excited to see that the share price has had a great month...내러티브 업데이트 • Jan 25
SEER3: Higher Margins And Richer P E Multiple Will Drive Upside
Analysts have raised their price target for Ser Educacional to R$12.00 from about R$6.07. They cite updated assumptions for higher revenue growth, improved profit margins and a higher future P/E multiple, all under a slightly lower discount rate.분석 기사 • Jan 13
Ser Educacional (BVMF:SEER3) Might Have The Makings Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...내러티브 업데이트 • Jan 11
SEER3: Higher Margin Outlook Will Support Stronger Future Fair Value
Analysts have raised their fair value estimate for Ser Educacional from R$18.00 to R$19.50, reflecting updated assumptions that incorporate a slightly higher discount rate along with revised expectations for revenue growth, profit margins and future P/E levels. Valuation Changes Fair Value Estimate: risen from R$18.00 to R$19.50 per share, a modest upward revision.내러티브 업데이트 • Dec 27
SEER3: Modest Margin Gains Will Still Cap Future Share Price Upside
Analysts have nudged their price target on Ser Educacional slightly higher to reflect modest improvements in projected revenue growth, profit margins and a marginally lower discount rate, while keeping the fair value estimate effectively unchanged at around R$6.07 per share. What's in the News Ser Educacional reported that, between April 1, 2025 and June 6, 2025, it repurchased no additional shares under its ongoing buyback program, spending BRL 0 million in the latest tranche (company filing).내러티브 업데이트 • Dec 12
SEER3: Share Buyback Completion Will Limit Upside Despite Margin Improvement
Analysts have modestly raised their price target on Ser Educacional from R$5.00 to about R$6.07. They cited slightly lower perceived risk alongside improved profit margin expectations, which more than offset a softer revenue growth outlook.분석 기사 • Nov 21
Statutory Profit Doesn't Reflect How Good Ser Educacional's (BVMF:SEER3) Earnings Are
Investors were underwhelmed by the solid earnings posted by Ser Educacional S.A. ( BVMF:SEER3 ) recently. We did some...분석 기사 • Sep 23
After Leaping 26% Ser Educacional S.A. (BVMF:SEER3) Shares Are Not Flying Under The Radar
Ser Educacional S.A. ( BVMF:SEER3 ) shareholders would be excited to see that the share price has had a great month...내러티브 업데이트 • Sep 09
Medical Program And Digital Learning Will Transform Long Term Value
The upward revision in Ser Educacional’s price target reflects stronger profitability as net profit margin improves alongside a lower discount rate, resulting in a new consensus fair value of R$11.86. Valuation Changes Summary of Valuation Changes for Ser Educacional The Consensus Analyst Price Target has significantly risen from R$10.29 to R$11.86.분석 기사 • Sep 06
These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Aug 16
Expanding Medical And Law Courses Will Secure Robust Future Stability
Ser Educacional’s consensus price target has been notably raised, reflecting improved outlooks for both net profit margin and revenue growth. The new analyst fair value is R$10.29.분석 기사 • Aug 07
Why Investors Shouldn't Be Surprised By Ser Educacional S.A.'s (BVMF:SEER3) P/S
BOVESPA:SEER3 1 Year Share Price vs Fair Value Explore Ser Educacional's Fair Values from the Community and select...분석 기사 • May 21
Statutory Profit Doesn't Reflect How Good Ser Educacional's (BVMF:SEER3) Earnings Are
When companies post strong earnings, the stock generally performs well, just like Ser Educacional S.A.'s ( BVMF:SEER3...분석 기사 • Apr 04
Ser Educacional S.A. (BVMF:SEER3) Stocks Shoot Up 28% But Its P/S Still Looks Reasonable
The Ser Educacional S.A. ( BVMF:SEER3 ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Feb 05
Revenues Tell The Story For Ser Educacional S.A. (BVMF:SEER3) As Its Stock Soars 26%
Those holding Ser Educacional S.A. ( BVMF:SEER3 ) shares would be relieved that the share price has rebounded 26% in...분석 기사 • Jan 28
These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
새로운 내러티브 • Jan 19
Operational Optimizations And Course Expansion Will Improve Future Performance
Strategic focus on hybrid, digital education and medical course expansion aims to boost future revenue and profitability.분석 기사 • Dec 22
Ser Educacional S.A.'s (BVMF:SEER3) Share Price Is Still Matching Investor Opinion Despite 30% Slump
Ser Educacional S.A. ( BVMF:SEER3 ) shares have had a horrible month, losing 30% after a relatively good period...분석 기사 • Nov 07
Ser Educacional S.A.'s (BVMF:SEER3) 28% Jump Shows Its Popularity With Investors
Ser Educacional S.A. ( BVMF:SEER3 ) shares have continued their recent momentum with a 28% gain in the last month...분석 기사 • Sep 23
These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Aug 28
Revenues Tell The Story For Ser Educacional S.A. (BVMF:SEER3) As Its Stock Soars 28%
Ser Educacional S.A. ( BVMF:SEER3 ) shareholders have had their patience rewarded with a 28% share price jump in the...분석 기사 • May 14
Some Confidence Is Lacking In Ser Educacional S.A. (BVMF:SEER3) As Shares Slide 26%
Ser Educacional S.A. ( BVMF:SEER3 ) shareholders won't be pleased to see that the share price has had a very rough...분석 기사 • May 11
Is Ser Educacional (BVMF:SEER3) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Dec 30
Ser Educacional S.A.'s (BVMF:SEER3) 26% Share Price Surge Not Quite Adding Up
The Ser Educacional S.A. ( BVMF:SEER3 ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Dec 13
Ser Educacional (BVMF:SEER3) Use Of Debt Could Be Considered Risky
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Aug 04
These 4 Measures Indicate That Ser Educacional (BVMF:SEER3) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 17
Does Ser Educacional (BVMF:SEER3) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 2,635 | 344 | 494 | 439 | 3 |
| 12/31/2027 | 2,532 | 314 | 468 | 429 | 7 |
| 12/31/2026 | 2,401 | 268 | 435 | 404 | 2 |
| 3/31/2026 | 2,260 | 247 | 323 | 416 | N/A |
| 12/31/2025 | 2,217 | 214 | 289 | 381 | N/A |
| 9/30/2025 | 2,167 | 110 | 237 | 334 | N/A |
| 6/30/2025 | 2,128 | 92 | 181 | 289 | N/A |
| 3/31/2025 | 2,071 | 60 | 150 | 272 | N/A |
| 12/31/2024 | 1,981 | -1 | 116 | 241 | N/A |
| 9/30/2024 | 1,940 | 35 | 84 | 207 | N/A |
| 6/30/2024 | 1,883 | 0 | 37 | 149 | N/A |
| 3/31/2024 | 1,857 | -17 | 42 | 139 | N/A |
| 12/31/2023 | 1,831 | -28 | 68 | 160 | N/A |
| 9/30/2023 | 1,791 | -159 | 76 | 171 | N/A |
| 6/30/2023 | 1,763 | -162 | 66 | 171 | N/A |
| 3/31/2023 | 1,721 | -232 | 71 | 183 | N/A |
| 12/31/2022 | 1,676 | -222 | 38 | 147 | N/A |
| 9/30/2022 | 1,625 | -93 | 33 | 132 | N/A |
| 6/30/2022 | 1,559 | -61 | 101 | 187 | N/A |
| 3/31/2022 | 1,481 | 4 | 130 | 207 | N/A |
| 12/31/2021 | 1,407 | 52 | 123 | 195 | N/A |
| 9/30/2021 | 1,346 | 171 | 261 | 324 | N/A |
| 6/30/2021 | 1,291 | 149 | 246 | 300 | N/A |
| 3/31/2021 | 1,249 | 178 | 271 | 318 | N/A |
| 12/31/2020 | 1,250 | 165 | 222 | 273 | N/A |
| 9/30/2020 | 1,271 | 41 | 125 | 182 | N/A |
| 6/30/2020 | 1,291 | 93 | 182 | 242 | N/A |
| 3/31/2020 | 1,280 | 97 | 102 | 165 | N/A |
| 12/31/2019 | 1,276 | 136 | N/A | 188 | N/A |
| 9/30/2019 | 1,246 | 172 | N/A | 230 | N/A |
| 6/30/2019 | 1,243 | 185 | N/A | 335 | N/A |
| 3/31/2019 | 1,249 | 199 | N/A | 281 | N/A |
| 12/31/2018 | 1,262 | 201 | N/A | 389 | N/A |
| 9/30/2018 | 1,246 | 172 | N/A | 403 | N/A |
| 6/30/2018 | 1,253 | 184 | N/A | 322 | N/A |
| 3/31/2018 | 1,240 | 175 | N/A | 466 | N/A |
| 12/31/2017 | 1,232 | 197 | N/A | 357 | N/A |
| 9/30/2017 | 1,205 | 225 | N/A | 333 | N/A |
| 6/30/2017 | 1,186 | 226 | N/A | 338 | N/A |
| 3/31/2017 | 1,149 | 225 | N/A | 323 | N/A |
| 12/31/2016 | 1,125 | 230 | N/A | 288 | N/A |
| 9/30/2016 | 1,084 | 203 | N/A | 198 | N/A |
| 6/30/2016 | 1,052 | 179 | N/A | 113 | N/A |
| 3/31/2016 | 1,036 | 164 | N/A | 46 | N/A |
| 12/31/2015 | 1,020 | 161 | N/A | 77 | N/A |
| 9/30/2015 | 988 | 200 | N/A | 118 | N/A |
| 6/30/2015 | 918 | 233 | N/A | 135 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SEER3 의 연간 예상 수익 증가율(12.5%)이 saving rate(12.4%)보다 높습니다.
수익 vs 시장: SEER3 의 연간 수익(12.5%)이 BR 시장(12.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: SEER3 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: SEER3 의 수익(연간 5.8%)이 BR 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SEER3 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SEER3의 자본 수익률은 3년 후 21.3%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/23 18:45 |
| 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 |
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* 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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ser Educacional S.A.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Mirela Rodrigues de Oliveira | BofA Global Research |
| Samuel Campos Alves | BTG Pactual |
| Carlos Palhares Sequeira | BTG Pactual |