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Companhia Siderúrgica Nacional Stock Price

BOVESPA:CSNA3 Community·R$9.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

CSNA3 Share Price Performance

R$6.82
-2.03 (-22.94%)
R$8.98
Fair Value
R$6.82
-2.03 (-22.94%)
24.1% undervalued intrinsic discount
R$8.98
Fair Value
Price R$6.82
AnalystConsensusTarget R$8.98
AnalystHighTarget R$17.84
AnalystLowTarget R$6.50

CSNA3 Community Narratives

AnalystConsensusTarget·
Fair Value R$8.98 24.1% undervalued intrinsic discount

Brazil Infrastructure Expansion Will Drive Steel And Cement Synergies

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8users have followed this narrative
AnalystHighTarget·
Fair Value R$17.84 61.8% undervalued intrinsic discount

Iron Ore Expansion And Logistics Efficiency Will Drive Strong Long Term Upside

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AnalystLowTarget·
Fair Value R$6.5 4.9% overvalued intrinsic discount

Iron Ore And Imported Steel Pressures Will Erode Earnings Resilience Over Time

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R$6.5
4.9% overvalued intrinsic discount
Profit Margin
11.93%
Future PE
2.63x
Price in 2029
R$11.47
R$17.84
61.8% undervalued intrinsic discount
Profit Margin
11.8%
Future PE
8.38x
Price in 2028
R$37.11

Trending Discussion

Updated Narratives

CSNA3 logo

CSNA3: Narrower Iron Ore Guidance Range Will Support Margins And Bullish Outlook

Fair Value: R$8.98 24.1% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CSNA3 logo

Iron Ore And Imported Steel Pressures Will Erode Earnings Resilience Over Time

Fair Value: R$6.5 4.9% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CSNA3 logo

Iron Ore Expansion And Logistics Efficiency Will Drive Strong Long Term Upside

Fair Value: R$17.84 61.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

2 Risks
2 Rewards

Companhia Siderúrgica Nacional Key Details

R$44.8b

Revenue

R$33.1b

Cost of Revenue

R$11.7b

Gross Profit

R$13.7b

Other Expenses

-R$2.0b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
-1.51
26.14%
-4.47%
336.3%
View Full Analysis

About CSNA3

Founded
1941
Employees
29000
CEO
Benjamin Steinbruch
WebsiteView website
www.csn.com.br

Companhia Siderúrgica Nacional, together with its subsidiaries, operates as an integrated steel producer in Brazil and internationally. It operates through five segments: Steel Industry, Mining, Logistics, Energy, and Cement. The Steel Segment offers produce and sells of flat and long steel. The Mining Segment engages in extraction, processing and marketing of iron ore, tin, limestone, and dolomite. The Logistics Segment supplies railways, port concessions, and road fleet. The Cement Segment produces and sells bagged and bulk cement, as well as aggregates, concrete, and other products. The Energy segment is involved in generation and commercialization of energy originating from renewables. It offers flat steel products, such as hot and cold rolled, galvanized, galvalume, pre-painted, and metal sheets products; coil, sheets, and derivatives; tiles and derivatives, pipes, and profiles; long steel products including, reinforcing bars, iron rods, and laminated profiles; food and chemical packaging solutions; and carbochemical products. It also provides steel cutting services; produces and sells cement; operates railways; and generates electric power from its hydroelectric power plants. In addition, the company offers steel solutions and distributions; packaging; logistics services; and certifications. Companhia Siderúrgica Nacional was founded in 1941 and is headquartered in São Paulo, Brazil.

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