AZZA3 Share Price Performance
R$23.69
-6.01 (-20.24%)
47.7% undervalued intrinsic discount
R$45.32
Fair Value
Price R$23.69
AnalystConsensusTarget R$45.32
AnalystHighTarget R$60.00
AnalystLowTarget R$31.50
Fair ValueR$42.96
Share Pricen/a
Azzas 2154 S.A. Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
AZZA3 Community Narratives
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Fair Value R$42.96 44.9% undervalued intrinsic discount
AZZA3: Future Earnings Will Benefit From International Expansion And Digital Channels
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Fair Value R$60 60.5% undervalued intrinsic discount
Premium Brand Acceleration And Margin Expansion Will Drive Strong Long Term Upside
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Fair Value R$31.5 24.8% undervalued intrinsic discount
Hering Overhaul And Franchise Risks Will Challenge Execution Yet Ultimately Strengthen Earnings Profile
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AZZA3: Future Earnings Will Benefit From International Expansion And Digital Channels
Key Takeaways Rapid global expansion and premium brand repositioning are expected to drive revenue growth and boost profit margins. Enhanced digital performance, operational efficiencies, and improved inventory management support stronger cash flow and higher quality earnings.Read more
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AN
R$42.96
44.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.43% p.a.
Profit Margin
8.79%
Future PE
11.9x
Price in 2029
R$82.5
Hering Overhaul And Franchise Risks Will Challenge Execution Yet Ultimately Strengthen Earnings Profile
Catalysts About Azzas 2154 Azzas 2154 is a Brazilian apparel and footwear group that manages multiple well known brands in shoes, bags and clothing across franchises, owned stores, multi brand channels and e commerce. What are the underlying business or industry changes driving this perspective?Read more
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R$31.5
24.8% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
5.53% p.a.
Profit Margin
9.23%
Future PE
8.73x
Price in 2029
R$60.2
Premium Brand Acceleration And Margin Expansion Will Drive Strong Long Term Upside
Catalysts About Azzas 2154 Azzas 2154 is a leading Brazilian fashion and lifestyle platform that scales a portfolio of premium apparel, footwear and accessories brands through franchises, owned stores, multi-brand partners and e-commerce. What are the underlying business or industry changes driving this perspective?Read more
2
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R$60
60.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
11.1% p.a.
Profit Margin
8.61%
Future PE
15.29x
Price in 2028
R$114.75
Trending Discussion
Recently Updated Narratives
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AZZA3: Remote Meeting And Stronger Margins Will Support Future Upside
Fair Value: R$42.96 44.9% undervalued intrinsic discount
12 followersusers have followed this narrative
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AN
Hering Overhaul And Franchise Risks Will Challenge Execution Yet Ultimately Strengthen Earnings Profile
Fair Value: R$31.5 24.8% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Premium Brand Acceleration And Margin Expansion Will Drive Strong Long Term Upside
Fair Value: R$60 60.5% undervalued intrinsic discount
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Snowflake Analysis
Azzas 2154 S.A. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 11, 2026
- 3.73
- 54.57%
- 6.30%
- 36.7%
About AZZA3
- Founded
- 1972
- Employees
- 9480
- CEO
- WebsiteView website
Azzas 2154 S.A. engages in the development and marketing of women's, men's and children's footwear, handbags, accessories, and clothing in Brazil and internationally. It offers its products through franchise stores, company-operated store, and web commerce channel under the Arezzo, Schutz, Anacapri, Alexandre Birman, Alme, Vans, Reserva, Reserva Mini, Reserva INK, Reserva Go, Oficina Reserva, Brizza, Troc, Baw, Carol Bassi, ZZMALL, Reversa, Simples Reserva, Paris Texas, Vicenza, Animale, Farm, Farm Global, Fabula, Foxton, Cris Barros, Off Premium, Maria Filo, NV, Hering and Dzarm brands. The company was formerly known as Arezzo Indústria e Comércio S.A. and changed its name to Azzas 2154 S.A. in July 2024. Azzas 2154 S.A. was founded in 1972 and is headquartered in Belo Horizonte, Brazil.
