ISAE4 Share Price Performance
R$28.83
6.62 (29.81%)
6.5% overvalued intrinsic discount
R$27.06
Fair Value
Price R$28.83
AnalystConsensusTarget R$27.06
AnalystHighTarget R$31.51
AnalystLowTarget R$22.00
Fair ValueR$27.06
Share Pricen/a
ISA Energía Brasil S.A. Stock Price
- 3 Narratives written by author
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- 17 Fair Values set on narratives written by author
ISAE4 Community Narratives
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Fair Value R$27.06 6.5% overvalued intrinsic discount
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
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Fair Value R$31.51 8.5% undervalued intrinsic discount
Brazil Renewable Energy Trend Will Expand Transmission Amid Challenges
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Fair Value R$22 31.0% overvalued intrinsic discount
Ballooning Debt And Tariff Reviews Will Jeopardize Brazilian Grid Operations
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Ballooning Debt And Tariff Reviews Will Jeopardize Brazilian Grid Operations
Key Takeaways Rising debt and regulatory uncertainty create vulnerability in margins, earnings, and long-term revenue stability. Technological shifts and competitive pressures threaten growth, asset value, and future profitability of core transmission operations.Read more
6
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AN
R$22
31.0% overvalued intrinsic discount
Fair Value
Revenue
-22.7% p.a.
Profit Margin
32.09%
Future PE
17.09x
Price in 2029
R$36.18
Brazil Renewable Energy Trend Will Expand Transmission Amid Challenges
Key Takeaways Early project delivery, digital upgrades, and strategic reinvestment are fueling sustained margin growth and could drive revenues and earnings well above current forecasts. Strong positions in grid expansion and ESG leadership support ongoing revenue growth, margin preservation, and improved capital access, creating a long-term competitive advantage.Read more
7
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AN
R$31.51
8.5% undervalued intrinsic discount
Fair Value
Revenue
-12.77% p.a.
Profit Margin
32.79%
Future PE
17.64x
Price in 2029
R$52
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
Key Takeaways Accelerated project execution, grid investments, and integration of renewables position the company for significant growth and sustained long-term earnings. Regulatory stability, operational efficiency, and strong parent backing support margin expansion, risk reduction, and increased recurring revenue potential.Read more
31
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R$27.06
6.5% overvalued intrinsic discount
Fair Value
Revenue
-15.61% p.a.
Profit Margin
32.21%
Future PE
16.99x
Price in 2029
R$44.56
Trending Discussion
Recently Updated Narratives
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ISAE4: Higher Margin Assumptions Will Still Leave Future P/E Under Pressure
Fair Value: R$22 31.0% overvalued intrinsic discount
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AN
ISAE4: Future Returns Will Rely On Stable Margins And Discount Rate Risks
Fair Value: R$31.51 8.5% undervalued intrinsic discount
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ISAE4: Future Returns Will Reflect Fair Pricing And Stable Profitability
Fair Value: R$27.06 6.5% overvalued intrinsic discount
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Snowflake Analysis
ISA Energía Brasil S.A. Key Details
About ISAE4
- Founded
- 1999
- Employees
- 1626
- CEO
- WebsiteView website
ISA Energía Brasil S.A. engages in the electric power transmission business in Brazil. As of December 31, 2025, it had a total installed transformation capacity of 84,910 MVA together with transmission lines of 23,000 kilometers. It operates in the states of Bahia, Espírito Santo, Minas Gerais, Rio de Janeiro, and São Paulo. ISA Energía Brasil S.A. was incorporated in 1999 and is headquartered in São Paulo, Brazil.
