Cogna Educação S.A.

BOVESPA:COGN3 Voorraadrapport

Marktkapitalisatie: R$5.1b

Cogna Educação Toekomstige groei

Future criteriumcontroles 2/6

Cogna Educação zal naar verwachting groeien in winst en omzet met respectievelijk 17.6% en 6.2% per jaar. De winst per aandeel zal naar verwachting groeien met 24.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.8% zijn.

Belangrijke informatie

17.6%

Groei van de winst

24.12%

Groei van de winst per aandeel

Consumer Services winstgroei16.6%
Inkomstengroei6.2%
Toekomstig rendement op eigen vermogen7.75%
Dekking van analisten

Good

Laatst bijgewerkt07 May 2026

Recente toekomstige groei-updates

Recent updates

Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Nieuw narratief 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?
Analyseartikel 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...
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Winst- en omzetgroeiprognoses

BOVESPA:COGN3 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (BRL Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20288,9131,0881,9971,9866
12/31/20278,4239521,4451,65911
12/31/20267,8937811,1181,2628
3/31/20267,5356728651,375N/A
12/31/20257,0176267701,286N/A
9/30/20256,9761,3318771,354N/A
6/30/20256,7341,1118341,281N/A
3/31/20256,5019886101,043N/A
12/31/20246,391883457867N/A
9/30/20246,121-385378822N/A
6/30/20246,090-461109580N/A
3/31/20246,028-513317795N/A
12/31/20235,815-449223680N/A
9/30/20235,532-197-8422N/A
6/30/20235,346-303-201225N/A
3/31/20235,132-348-284144N/A
12/31/20225,005-416-324117N/A
9/30/20224,894-434-244222N/A
6/30/20224,852-423-14408N/A
3/31/20224,849-391-53337N/A
12/31/20214,778-438122504N/A
9/30/20214,775-2,52550433N/A
6/30/20214,865-3,23782492N/A
3/31/20214,934-3,635208631N/A
12/31/20205,269-3,626-188256N/A
9/30/20205,033-1,669432916N/A
6/30/20205,436-736-54506N/A
3/31/20205,957-124-58465N/A
12/31/20196,355165N/A419N/A
9/30/20197,018517N/A-269N/A
6/30/20196,753844N/A627N/A
3/31/20196,5361,167N/A876N/A
12/31/20186,0611,404N/A1,129N/A
9/30/20185,4891,681N/A1,634N/A
6/30/20185,5631,784N/A1,508N/A
3/31/20185,5561,864N/A1,664N/A
12/31/20175,5581,882N/A1,826N/A
9/30/20176,0872,362N/A1,817N/A
6/30/20175,4701,787N/A1,848N/A
3/31/20175,3421,759N/A1,988N/A
12/31/20165,2451,865N/A1,820N/A
9/30/20164,6971,289N/A1,533N/A
6/30/20165,2251,727N/A1,346N/A
3/31/20165,2451,624N/A878N/A
12/31/20155,2651,396N/A961N/A
9/30/20155,1641,345N/A1,036N/A
6/30/20155,0751,245N/A1,060N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei COGN3 ( 17.6% per jaar) ligt boven de spaarquote ( 12.4% ).

Winst versus markt: De winst van COGN3 ( 17.6% per jaar) zal naar verwachting sneller groeien dan de BR markt ( 12.8% per jaar).

Hoge groeiwinsten: De winst van COGN3 zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van COGN3 ( 6.2% per jaar) zal naar verwachting langzamer groeien dan de markt BR ( 6.9% per jaar).

Hoge groei-inkomsten: De omzet van COGN3 ( 6.2% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen COGN3 zal naar verwachting over 3 jaar laag zijn ( 7.8 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 16:09
Aandelenkoers aan het einde van de dag2026/05/25 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Cogna Educação S.A. wordt gevolgd door 21 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Flavio YoshidaBofA Global Research
Frederico MendesBradesco S.A. Corretora de Títulos e Valores Mobiliários
Marcio OsakoBradesco S.A. Corretora de Títulos e Valores Mobiliários