CMIN3 Share Price Performance
R$4.75
-1.63 (-25.55%)
14.6% undervalued intrinsic discount
R$5.56
Fair Value
Price R$4.75
AnalystConsensusTarget R$5.56
AnalystLowTarget R$3.72
AnalystHighTarget R$7.00
Fair ValueR$5.64
Share Pricen/a
CSN Mineração S.A. Stock Price
- 3 Narratives written by author
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- 17 Fair Values set on narratives written by author
CMIN3 Community Narratives
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Fair Value R$5.64 15.8% undervalued intrinsic discount
Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
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Fair Value R$3.72 27.6% overvalued intrinsic discount
Decarbonization Risks Will Erode Iron Ore Valuation
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Fair Value R$7 32.1% undervalued intrinsic discount
Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
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Slowing Chinese Demand Will Expose Iron Ore Valuation Risk
Key Takeaways Heavy dependence on iron ore and Chinese demand exposes revenue to market downturns, regulatory shifts, and evolving global steel industry trends. Margin protection from cost-cutting may be unsustainable amid rising environmental costs and lower ore quality, while growth relies on uncertain infrastructure and technology shifts.Read more
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AN
R$5.64
15.8% undervalued intrinsic discount
Fair Value
Revenue
0.63% p.a.
Profit Margin
13.49%
Future PE
22.07x
Price in 2029
R$10.07
Decarbonization Risks Will Erode Iron Ore Valuation
Key Takeaways Structural shifts toward decarbonization, steel recycling, and alternative materials threaten long-term iron ore demand, limiting CSN Mineração's growth, revenue, and profitability potential. High capital requirements and reliance on China expose CSN Mineração to market volatility, heightened funding risk, and possible project underperformance or write-downs.Read more
7
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R$3.72
27.6% overvalued intrinsic discount
Fair Value
Revenue
3.09% p.a.
Profit Margin
11.8%
Future PE
15.54x
Price in 2029
R$6.63
Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
Key Takeaways Operational efficiency, automation, and low-cost production position the company for superior margins, revenue growth, and market share gains ahead of competitors. Structural global trends, premium reserves, and logistics advantages give it unique exposure to long-term demand and pricing power in both local and international markets.Read more
7
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R$7
32.1% undervalued intrinsic discount
Fair Value
Revenue
-1.01% p.a.
Profit Margin
12.87%
Future PE
31.33x
Price in 2028
R$12.06
Trending Discussion
Recently Updated Narratives
AN
CMIN3: Updated Meeting Outlook Will Support Steady Margins And Required Return Assumptions
Fair Value: R$5.64 15.8% undervalued intrinsic discount
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AN
CMIN3: Lower Future P/E Assumption Will Restrain Long-Term Share Performance
Fair Value: R$3.72 27.6% overvalued intrinsic discount
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Urbanization And Renewables Will Drive Iron Ore Demand Despite Risks
Fair Value: R$7 32.1% undervalued intrinsic discount
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Snowflake Analysis
CSN Mineração S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- 0.30
- 45.11%
- 9.15%
- 137.5%
About CMIN3
- Founded
- 1913
- Employees
- 7796
- CEO
- WebsiteView website
CSN Mineração S.A. engages in the iron ore mining business in Brazil. It operates Casa de Pedra and Engenho mines. The company also operates a hydroelectric power plant. The company was founded in 1913 and is based in São Paulo, Brazil. CSN Mineração S.A. operates as a subsidiary of Companhia Siderúrgica Nacional.
