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

BOVESPA:ARML3 Community·R$1.2b 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$3.45
-0.47 (-11.99%)
R$5.96
Fair Value
R$3.45
-0.47 (-11.99%)
42.1% undervalued intrinsic discount
R$5.96
Fair Value
Price R$3.45
AnalystConsensusTarget R$5.96
AnalystHighTarget R$12.36
AnalystLowTarget R$4.30

ARML3 Community Narratives

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Fair Value R$5.96 42.1% undervalued intrinsic discount

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

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·
Fair Value R$12.36 72.1% undervalued intrinsic discount

Fleet Renewal And Asset Recycling Will Drive Long Term Earnings Upside

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·
Fair Value R$4.3 19.8% undervalued intrinsic discount

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

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R$12.36
72.1% undervalued intrinsic discount
Revenue
28.63% p.a.
Profit Margin
8.03%
Future PE
26.88x
Price in 2029
R$25.4
R$4.3
19.8% undervalued intrinsic discount
Revenue
6.95% p.a.
Profit Margin
18.03%
Future PE
7.12x
Price in 2029
R$8.43

Trending Discussion

No trending discussion available.

Updated Narratives

ARML3 logo

ARML3: Higher Growth Assumptions Will Support Re Rating Ahead Of 2026 Shareholder Meeting

Fair Value: R$12.36 72.1% undervalued intrinsic discount
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ARML3: Higher Assumed Returns Will Support My Constructive Future Share Outlook

Fair Value: R$5.96 42.1% undervalued intrinsic discount
2 users have set this as their fair value
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ARML3 logo

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

Fair Value: R$4.3 19.8% undervalued intrinsic discount
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Snowflake Analysis

Reasonable growth potential with slight risk.

4 Risks
1 Reward

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

R$2.0b

Revenue

R$1.4b

Cost of Revenue

R$634.4m

Gross Profit

R$572.4m

Other Expenses

R$62.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 10, 2026
0.18
31.83%
3.11%
201.6%
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 Aug 13

ARML3: Higher Growth Assumptions Will Support Re Rating Ahead Of 2026 Shareholder Meeting

Analysts have raised their price target for Armac Locação Logística e Serviços to R$12.36 from R$7.50, citing updated assumptions for revenue growth, profit margins and future P/E that have shifted their valuation outlook for the company. What's in the News There are currently no recent news stories or periodical articles cited for Armac Locação Logística e Serviços as of 13 Aug 2026.

Recent updates

No updates