공시 • May 02
Ambipar Emergency Response announced delayed 20-F filing On 05/01/2026, Ambipar Emergency Response announced that they will be unable to file their next 20-F by the deadline required by the SEC. 공시 • Oct 22
Ambipar Emergency Response Filed for Bankruptcy Ambipar Emergency Response filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of Texas on October 20, 2025. The debtor listed its assets in the range of $1 billion to $10 billion and liabilities in the range of $100 million to $500 million. The debtor is represented by Jason S. Brookner of Gray Reed & McGraw LLP as its legal counsel. Buy Or Sell Opportunity • Sep 29
Now 27% undervalued after recent price drop Over the last 90 days, the stock has fallen 77% to US$1.12. The fair value is estimated to be US$1.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Meanwhile, the company became loss making. New Risk • Sep 26
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: US$92.6m 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: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 44% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$92.6m market cap). Board Change • Jul 30
Less than half of directors are independent There are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Director Thiago da Costa Silva is the most experienced director on the board, commencing their role in 2023. Independent Director Marco Zanini was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. 공시 • May 01
Ambipar Emergency Response announced delayed 20-F filing On 04/30/2025, Ambipar Emergency Response announced that they will be unable to file their next 20-F by the deadline required by the SEC. Valuation Update With 7 Day Price Move • Apr 11
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$4.31, the stock trades at a trailing P/E ratio of 28.9x. Average forward P/E is 20x in the Commercial Services industry in the US. Total loss to shareholders of 57% over the past three years. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to US$5.01, the stock trades at a trailing P/E ratio of 32.5x. Average forward P/E is 21x in the Commercial Services industry in the US. Total loss to shareholders of 49% over the past three years. Buy Or Sell Opportunity • Feb 06
Now 20% overvalued Over the last 90 days, the stock has fallen 12% to US$5.27. The fair value is estimated to be US$4.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 47% over the last 3 years. Earnings per share has grown by 8.6%. Reported Earnings • Feb 03
Third quarter 2024 earnings released: EPS: R$0.13 (vs R$0.58 in 3Q 2023) Third quarter 2024 results: EPS: R$0.13 (down from R$0.58 in 3Q 2023). Revenue: R$1.01b (up 58% from 3Q 2023). Net income: R$7.31m (down 77% from 3Q 2023). Profit margin: 0.7% (down from 5.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jan 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$4.44, the stock trades at a trailing P/E ratio of 20.5x. Average forward P/E is 21x in the Commercial Services industry in the US. Total loss to shareholders of 55% over the past three years. Valuation Update With 7 Day Price Move • Dec 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$5.73, the stock trades at a trailing P/E ratio of 26.1x. Average forward P/E is 23x in the Commercial Services industry in the US. Total loss to shareholders of 42% over the past three years. 공시 • Dec 09
Ambipar Emergency Response, Annual General Meeting, Dec 16, 2024 Ambipar Emergency Response, Annual General Meeting, Dec 16, 2024. Location: avenida angelica, no 2346, 5th floor, sao paulo Brazil 공시 • Oct 23
Ambipar Emergency Response Announces Resignation of Carlos Augusto Leone Piani as Board Member Ambipar Emergency Response announced the resignation request of Mr. Carlos Augusto Leone Piani, from the position of board member of the Board of Directors of the Company. Valuation Update With 7 Day Price Move • Oct 14
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$5.91, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 26x in the Commercial Services industry in the US. Total loss to shareholders of 40% over the past three years. Valuation Update With 7 Day Price Move • Sep 27
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$5.45, the stock trades at a trailing P/E ratio of 22.3x. Average trailing P/E is 27x in the Commercial Services industry in the US. Total loss to shareholders of 45% over the past three years. 공시 • Sep 19
Ambipar Emergency Response Announces CFO Changes Ambipar Emergency Response announced the following leadership changes: Fabio Castro, CFO, has departed from the company. Rafael Espirito Santo will accumulate the role while the company's Board seeks for a replacement. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$5.00, the stock trades at a trailing P/E ratio of 20.8x. Average trailing P/E is 30x in the Commercial Services industry in the US. Total loss to shareholders of 49% over the past three years. Reported Earnings • Aug 12
Second quarter 2024 earnings released: EPS: R$1.17 (vs R$0.043 in 2Q 2023) Second quarter 2024 results: EPS: R$1.17 (up from R$0.043 in 2Q 2023). Revenue: R$740.5m (up 21% from 2Q 2023). Net income: R$64.9m (up 125% from 2Q 2023). Profit margin: 8.8% (up from 4.7% in 2Q 2023). The increase in margin was driven by higher revenue. Board Change • Aug 01
High number of new and inexperienced directors There are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. No experienced directors. No highly experienced directors. Independent Director Victor Almeida is the most experienced director on the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. 공시 • May 03
Ambipar Emergency Response announced delayed 20-F filing On 05/01/2024, Ambipar Emergency Response announced that they will be unable to file their next 20-F by the deadline required by the SEC. Valuation Update With 7 Day Price Move • Apr 15
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to US$4.03, the stock trades at a trailing P/E ratio of 43.2x. Average trailing P/E is 27x in the Commercial Services industry in the US. Total loss to shareholders of 59% over the past three years. Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$6.50, the stock trades at a trailing P/E ratio of 66.3x. Average trailing P/E is 26x in the Commercial Services industry in the US. Total loss to shareholders of 37% over the past three years. Valuation Update With 7 Day Price Move • Dec 29
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$7.84, the stock trades at a trailing P/E ratio of 78.7x. Average trailing P/E is 26x in the Commercial Services industry in the US. Total loss to shareholders of 22% over the past three years. Reported Earnings • Dec 19
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: R$641.1m (up 61% from 3Q 2022). Net income: R$32.3m (up 33% from 3Q 2022). Profit margin: 5.0% (down from 6.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Reported Earnings • Aug 30
First half 2023 earnings released: R$0.042 loss per share (vs R$0.30 profit in 1H 2022) First half 2023 results: R$0.042 loss per share (down from R$0.30 profit in 1H 2022). Revenue: R$1.21b (up 85% from 1H 2022). Net loss: R$64.3m (down 182% from profit in 1H 2022). Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$7.30, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 26x in the Commercial Services industry in the US. Total loss to shareholders of 27% over the past year. Valuation Update With 7 Day Price Move • May 05
Investor sentiment deteriorates as stock falls 25% After last week's 25% share price decline to US$5.33, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 23x in the Commercial Services industry in the US. Total loss to shareholders of 46% over the past year. Reported Earnings • Apr 08
Full year 2022 earnings released: EPS: R$0.62 (vs R$2.70 in FY 2021) Full year 2022 results: EPS: R$0.62. Revenue: R$1.68b (up 105% from FY 2021). Net income: R$161.5m (up 23% from FY 2021). Profit margin: 9.6% (down from 16% in FY 2021). The decrease in margin was driven by higher expenses. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 44% After last week's 44% share price decline to US$7.92, the stock trades at a trailing P/E ratio of 22.9x. Average trailing P/E is 23x in the Commercial Services industry in the US. Total loss to shareholders of 20% over the past year.