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SMTO3 logo

São Martinho BOVESPA:SMTO3 Voorraadrapport

Laatste prijs

R$18.73

Marktkapitalisatie

R$6.2b

7D

-4.0%

1Y

-35.8%

Bijgewerkt

08 May, 2025

Gegevens

Financiële gegevens bedrijf +

São Martinho S.A.

BOVESPA:SMTO3 Voorraadrapport

Marktkapitalisatie: R$6.2b

SMTO3 Overzicht aandelen

São Martinho S.A. houdt zich, samen met haar dochterondernemingen, bezig met de productie en verkoop van suiker, ethanol en andere bijproducten van suikerriet in Brazilië. Meer informatie

SMTO3 fundamentele analyse
Sneeuwvlok Score
Waardering6/6
Toekomstige groei0/6
Prestaties in het verleden3/6
Financiële gezondheid3/6
Dividenden4/6

Beloningen

Verhandeld tegen 38.3% onder onze schatting van de reële waarde

De winst groeide het afgelopen jaar met 7.8%

Handelen tegen een goede waarde vergeleken met branchegenoten en branchegenoten

Analisten zijn het erover eens dat de aandelenkoers met 74.2% zal stijgen

Risicoanalyse

Onstabiel dividend track record

Heeft een hoog schuldenniveau


Community vs My Fair Value

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SMTO3 logo
São Martinho
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts

Completion Of Corn Processing And Rising Ethanol Demand Will Boost Future Earnings

Key Takeaways Increased corn processing and improved ethanol production efficiency are expected to significantly boost revenue and earnings. Strategic hedging and enhanced sugarcane yields position the company to protect and potentially grow revenue amidst market shifts.
View narrative
R$32.63
FV
42.6% undervalued intrinsic discount
2.32%
Revenue growth p.a.
0users have liked this narrative
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4users have followed this narrative
7 days ago author updated this narrative
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São Martinho S.A. Concurrenten

M. Dias Branco Indústria e Comércio de Alimentos

BOVESPA:MDIA3

R$7.8b

Marfrig Global Foods

BOVESPA:MRFG3

R$17.6b

Camil Alimentos

BOVESPA:CAML3

R$1.5b

BRF

BOVESPA:BRFS3

R$32.7b

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor São Martinho
Historische aandelenkoersen
Huidige aandelenkoersR$18.73
52 Week HoogtepuntR$34.40
52 Week LaagR$18.33
Bèta0.54
1 maand verandering-3.20%
3 maanden verandering-16.42%
1 Jaar Verandering-35.81%
3 jaar verandering-59.44%
5 jaar verandering-1.63%
Verandering sinds IPO137.49%

Recent nieuws en updates

São Martinho's (BVMF:SMTO3) Returns Have Hit A Wall

Apr 30
São Martinho's (BVMF:SMTO3) Returns Have Hit A Wall

São Martinho S.A. (BVMF:SMTO3) Investors Are Less Pessimistic Than Expected

Mar 25
São Martinho S.A. (BVMF:SMTO3) Investors Are Less Pessimistic Than Expected

We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

Feb 19
We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

Recent updates

São Martinho's (BVMF:SMTO3) Returns Have Hit A Wall

Apr 30
São Martinho's (BVMF:SMTO3) Returns Have Hit A Wall

São Martinho S.A. (BVMF:SMTO3) Investors Are Less Pessimistic Than Expected

Mar 25
São Martinho S.A. (BVMF:SMTO3) Investors Are Less Pessimistic Than Expected

We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings

Feb 19
We Think That There Are Some Issues For São Martinho (BVMF:SMTO3) Beyond Its Promising Earnings
author-image

Irrigation And Biomethane Projects Could Enhance Future Production Amid Market And Weather Risks

Feb 08 Increased irrigation investment promises enhanced yields, boosting revenues from higher sugar and ethanol production.

When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Feb 05
When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Returns On Capital Are Showing Encouraging Signs At São Martinho (BVMF:SMTO3)

Jan 21
Returns On Capital Are Showing Encouraging Signs At São Martinho (BVMF:SMTO3)

São Martinho S.A. (BVMF:SMTO3) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

Nov 14
São Martinho S.A. (BVMF:SMTO3) Just Released Its Second-Quarter Earnings: Here's What Analysts Think

São Martinho (BVMF:SMTO3) Takes On Some Risk With Its Use Of Debt

Oct 06
São Martinho (BVMF:SMTO3) Takes On Some Risk With Its Use Of Debt

Why Investors Shouldn't Be Surprised By São Martinho S.A.'s (BVMF:SMTO3) Low P/E

Sep 19
Why Investors Shouldn't Be Surprised By São Martinho S.A.'s (BVMF:SMTO3) Low P/E

São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Sep 04
São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

There May Be Underlying Issues With The Quality Of São Martinho's (BVMF:SMTO3) Earnings

Aug 20
There May Be Underlying Issues With The Quality Of São Martinho's (BVMF:SMTO3) Earnings

São Martinho S.A.'s (BVMF:SMTO3) Shareholders Might Be Looking For Exit

Jun 12
São Martinho S.A.'s (BVMF:SMTO3) Shareholders Might Be Looking For Exit

What Is São Martinho S.A.'s (BVMF:SMTO3) Share Price Doing?

May 28
What Is São Martinho S.A.'s (BVMF:SMTO3) Share Price Doing?

São Martinho (BVMF:SMTO3) Hasn't Managed To Accelerate Its Returns

Apr 07
São Martinho (BVMF:SMTO3) Hasn't Managed To Accelerate Its Returns

São Martinho's (BVMF:SMTO3) Shareholders Have More To Worry About Than Only Soft Earnings

Feb 15
São Martinho's (BVMF:SMTO3) Shareholders Have More To Worry About Than Only Soft Earnings

Earnings Miss: São Martinho S.A. Missed EPS By 47% And Analysts Are Revising Their Forecasts

Feb 11
Earnings Miss: São Martinho S.A. Missed EPS By 47% And Analysts Are Revising Their Forecasts

What Does São Martinho S.A.'s (BVMF:SMTO3) Share Price Indicate?

Jan 20
What Does São Martinho S.A.'s (BVMF:SMTO3) Share Price Indicate?

Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Nov 30
Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Here's What To Make Of São Martinho's (BVMF:SMTO3) Decelerating Rates Of Return

Nov 03
Here's What To Make Of São Martinho's (BVMF:SMTO3) Decelerating Rates Of Return

Is It Time To Consider Buying São Martinho S.A. (BVMF:SMTO3)?

Sep 30
Is It Time To Consider Buying São Martinho S.A. (BVMF:SMTO3)?

Returns On Capital At São Martinho (BVMF:SMTO3) Have Hit The Brakes

Aug 04
Returns On Capital At São Martinho (BVMF:SMTO3) Have Hit The Brakes

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Jun 20
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Jun 02
When Should You Buy São Martinho S.A. (BVMF:SMTO3)?

Return Trends At São Martinho (BVMF:SMTO3) Aren't Appealing

Apr 24
Return Trends At São Martinho (BVMF:SMTO3) Aren't Appealing

Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

Mar 15
Is São Martinho (BVMF:SMTO3) Using Too Much Debt?

At R$25.96, Is São Martinho S.A. (BVMF:SMTO3) Worth Looking At Closely?

Feb 25
At R$25.96, Is São Martinho S.A. (BVMF:SMTO3) Worth Looking At Closely?

There's Been No Shortage Of Growth Recently For São Martinho's (BVMF:SMTO3) Returns On Capital

Jan 20
There's Been No Shortage Of Growth Recently For São Martinho's (BVMF:SMTO3) Returns On Capital

At R$28.87, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Nov 25
At R$28.87, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Returns At São Martinho (BVMF:SMTO3) Are On The Way Up

Oct 14
Returns At São Martinho (BVMF:SMTO3) Are On The Way Up

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Sep 29
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

At R$35.77, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Aug 13
At R$35.77, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

São Martinho (BVMF:SMTO3) Is Doing The Right Things To Multiply Its Share Price

Jul 12
São Martinho (BVMF:SMTO3) Is Doing The Right Things To Multiply Its Share Price

Here's Why São Martinho (BVMF:SMTO3) Can Manage Its Debt Responsibly

Jun 27
Here's Why São Martinho (BVMF:SMTO3) Can Manage Its Debt Responsibly

Should You Think About Buying São Martinho S.A. (BVMF:SMTO3) Now?

Apr 27
Should You Think About Buying São Martinho S.A. (BVMF:SMTO3) Now?

Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

Apr 11
Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Mar 26
We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Is There Now An Opportunity In São Martinho S.A. (BVMF:SMTO3)?

Jan 24
Is There Now An Opportunity In São Martinho S.A. (BVMF:SMTO3)?

São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Jan 07
São Martinho (BVMF:SMTO3) Might Have The Makings Of A Multi-Bagger

Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

Dec 20
Does São Martinho (BVMF:SMTO3) Have A Healthy Balance Sheet?

At R$37.74, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Oct 16
At R$37.74, Is It Time To Put São Martinho S.A. (BVMF:SMTO3) On Your Watch List?

Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

Oct 01
Investors Will Want São Martinho's (BVMF:SMTO3) Growth In ROCE To Persist

We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Sep 16
We Think São Martinho (BVMF:SMTO3) Can Stay On Top Of Its Debt

Rendement voor aandeelhouders

SMTO3BR FoodBR Markt
7D-4.0%-4.7%-1.6%
1Y-35.8%30.9%-1.6%

Rendement versus industrie: SMTO3 presteerde slechter dan de BR Food -sector, die het afgelopen jaar een rendement van 30.9 % opleverde.

Rendement versus markt: SMTO3 presteerde slechter dan BR Market, dat het afgelopen jaar een rendement van -1.6 % opleverde.

Prijsvolatiliteit

Is SMTO3's price volatile compared to industry and market?
SMTO3 volatility
SMTO3 Average Weekly Movement6.0%
Food Industry Average Movement5.8%
Market Average Movement5.0%
10% most volatile stocks in BR Market9.9%
10% least volatile stocks in BR Market2.7%

Stabiele aandelenkoers: SMTO3 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de BR markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van SMTO3 is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
1914n/aFabio Venturelliwww.saomartinho.com.br

São Martinho S.A. houdt zich, samen met haar dochterondernemingen, bezig met de productie en verkoop van suiker, ethanol en andere suikerrietbijproducten in Brazilië. Het bedrijf is actief in de segmenten Suiker, Ethanol, Elektriciteit, Vastgoed, Gist en Andere Producten. Het biedt een assortiment aan van ruwe suiker; gehydrateerde ethanol, dat wordt gebruikt in autotanks; watervrije ethanol dat wordt gebruikt als benzineadditief in benzineauto's; en industriële ethanol, dat voornamelijk wordt gebruikt bij de productie van verf, cosmetica en alcoholische dranken.

São Martinho S.A. Samenvatting

Hoe verhouden de winst en inkomsten van São Martinho zich tot de beurswaarde?
SMTO3 fundamentele statistieken
MarktkapitalisatieR$6.19b
Inkomsten(TTM)R$1.08b
Inkomsten(TTM)R$7.85b

5.7x

Koers/Winstverhouding

0.8x

P/S-verhouding

Is SMTO3 overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
SMTO3 resultatenrekening (TTM)
InkomstenR$7.85b
Kosten van inkomstenR$6.00b
BrutowinstR$1.85b
Overige uitgavenR$771.87m
InkomstenR$1.08b

Laatst gerapporteerde inkomsten

Dec 31, 2024

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)3.27
Brutomarge23.59%
Nettowinstmarge13.75%
Schuld/Eigen Vermogen Verhouding132.8%

Hoe presteerde SMTO3 op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

7.2%

Huidig dividendrendement

53%

Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/05/08 04:52
Aandelenkoers aan het einde van de dag2025/05/07 00:00
Inkomsten2024/12/31
Jaarlijkse inkomsten2024/03/31

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 voor het gebruik van onze rapporten 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

São Martinho S.A. wordt gevolgd door 20 analisten. 10 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
Daniel CobucciBB Banco de Investimento S.A.
Isabella SimonatoBofA Global Research
Leandro FontanesiBradesco S.A. Corretora de Títulos e Valores Mobiliários