ARML3 logo

Armac Locação, Logística e Serviços S.A. Stock Price

BOVESPA:ARML3 Community·R$1.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

ARML3 Share Price Performance

R$3.06
-0.78 (-20.31%)
R$7.50
Fair Value
R$3.06
-0.78 (-20.31%)
59.2% undervalued intrinsic discount
R$7.50
Fair Value
Price R$3.06
AnalystHighTarget R$7.50
AnalystConsensusTarget R$8.10
AnalystLowTarget R$4.30

ARML3 Community Narratives

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Fair Value R$7.5 59.2% undervalued intrinsic discount

Fleet Renewal And Asset Recycling Will Drive Long Term Earnings Upside

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·
Fair Value R$8.1 62.2% undervalued intrinsic discount

Fleet Renewal And Asset Resale Network Will Reshape Long Term Yellow Line Rental Returns

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·
Fair Value R$4.3 28.8% undervalued intrinsic discount

Asset Stores And Capital Recycling Will Drive Steady Margins Despite Execution Risks

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R$7.5
59.2% undervalued intrinsic discount
Revenue
10.13% p.a.
Profit Margin
12.71%
Future PE
16.65x
Price in 2029
R$15.46
R$4.3
28.8% undervalued intrinsic discount
Revenue
6.95% p.a.
Profit Margin
18.03%
Future PE
7.12x
Price in 2029
R$8.43

Trending Discussion

Updated Narratives

ARML3 logo

ARML3: Higher Discount Rate Will Create Opportunity Ahead Of 2026 Shareholder Meeting

Fair Value: R$7.5 59.2% undervalued intrinsic discount
0 users have set this as their fair value
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ARML3 logo

Fleet Renewal And Asset Resale Network Will Reshape Long Term Yellow Line Rental Returns

Fair Value: R$8.1 62.2% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ARML3 logo

Asset Stores And Capital Recycling Will Drive Steady Margins Despite Execution Risks

Fair Value: R$4.3 28.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Moderate risk with reasonable growth potential.

5 Risks
2 Rewards

Armac Locação, Logística e Serviços S.A. Key Details

R$1.9b

Revenue

R$1.3b

Cost of Revenue

R$611.9m

Gross Profit

R$561.3m

Other Expenses

R$50.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 11, 2026
0.15
32.22%
2.66%
224.2%
View Full Analysis

About ARML3

Founded
1994
Employees
n/a
CEO
Fernando Aragao
WebsiteView website
armac.com.br

Armac Locação, Logística e Serviços S.A. engages in leasing machines, equipment, and services in Brazil. It offers trucks, forklifts, yellow line machines, and vocational equipment. The company was founded in 1994 and is headquartered in Barueri, Brazil.

Recent ARML3 News & Updates

Narrative Update Jun 26

ARML3: Higher Discount Rate Will Create Opportunity Ahead Of 2026 Shareholder Meeting

Analysts have revised their fair value estimate for Armac Locação Logística e Serviços to R$7.50 from R$18.25, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple. What's in the News for Armac Locação Logística e Serviços Armac Locação Logística e Serviços has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026.

Recent updates

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