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Companhia Siderúrgica Nacional Stock Price

BOVESPA:CSNA3 Community·R$12.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

CSNA3 Share Price Performance

R$9.51
1.52 (19.02%)
R$10.19
Fair Value
R$9.51
1.52 (19.02%)
6.7% undervalued intrinsic discount
R$10.19
Fair Value
Price R$9.51
AnalystConsensusTarget R$10.19
AnalystLowTarget R$6.50
AnalystHighTarget R$17.84

CSNA3 Community Narratives

AnalystConsensusTarget·
Fair Value R$10.19 6.7% undervalued intrinsic discount

Brazil Infrastructure Expansion Will Drive Steel And Cement Synergies

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AnalystLowTarget·
Fair Value R$6.5 46.3% overvalued intrinsic discount

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

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AnalystHighTarget·
Fair Value R$17.84 46.7% undervalued intrinsic discount

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

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R$6.5
46.3% overvalued intrinsic discount
Revenue
2.22% p.a.
Profit Margin
11.93%
Future PE
2.63x
Price in 2029
R$11.47
R$17.84
46.7% undervalued intrinsic discount
Revenue
3.08% p.a.
Profit Margin
11.8%
Future PE
8.38x
Price in 2028
R$37.11

Trending Discussion

Updated Narratives

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

Fair Value: R$6.5 46.3% overvalued intrinsic discount
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CSNA3: Upcoming Management Election Will Support A More Attractive Future Profile

Fair Value: R$10.19 6.7% undervalued intrinsic discount
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Iron Ore Expansion And Logistics Efficiency Will Drive Strong Long Term Upside

Fair Value: R$17.84 46.7% undervalued intrinsic discount
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Snowflake Analysis

Fair value with imperfect balance sheet.

2 Risks
1 Reward

Companhia Siderúrgica Nacional Key Details

R$45.4b

Revenue

R$33.2b

Cost of Revenue

R$12.2b

Gross Profit

R$13.8b

Other Expenses

-R$1.6b

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 11, 2026
-1.17
26.86%
-3.42%
300.5%
View Full Analysis

About CSNA3

Founded
1941
Employees
n/a
CEO
Benjamin Steinbruch
WebsiteView website
www.csn.com.br

Companhia Siderúrgica Nacional operates as an integrated steel producer in Brazil and Latin America. The company operates through five segments: Steel Industry, Mining, Logistics, Energy, and Cement. The company 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; food and chemical packaging solutions; and carbochemical products. The company also provides steel cutting services; produces and sells cement; operates railways; and generates electric power from its hydroelectric power plants. In addition, the company explores for iron ore reserves at Casa de Pedra and Engenho mines located in the city of Congonhas; as well as produces tin. Companhia Siderúrgica Nacional was founded in 1941 and is headquartered in São Paulo, Brazil.

Recent CSNA3 News & Updates

Companhia Siderúrgica Nacional (BVMF:CSNA3) Not Lagging Industry On Growth Or Pricing

Dec 22
Companhia Siderúrgica Nacional (BVMF:CSNA3) Not Lagging Industry On Growth Or Pricing

Recent updates

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