ISAE4 Share Price Performance
R$27.11
2.79 (11.47%)
4.8% overvalued intrinsic discount
R$25.88
Fair Value
Price R$27.11
AnalystConsensusTarget R$25.88
AnalystHighTarget R$33.40
AnalystLowTarget R$21.00
Fair ValueR$25.80
Share Pricen/a
ISA Energía Brasil S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 17 Fair Values set on narratives written by author
ISAE4 Community Narratives
AN
Fair Value R$25.8 5.1% overvalued intrinsic discount
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
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AN
Fair Value R$32.47 16.5% undervalued intrinsic discount
Brazil Renewable Energy Trend Will Expand Transmission Amid Challenges
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AN
Fair Value R$21 29.1% overvalued intrinsic discount
Ballooning Debt And Tariff Reviews Will Jeopardize Brazilian Grid Operations
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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
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AN
R$32.47
16.5% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
-14.71% p.a.
Profit Margin
31.65%
Future PE
21.77x
Share price in 2028
R$53.01
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
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13users have followed this narrative
AN
R$25.8
5.1% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
-13.5% p.a.
Profit Margin
32.67%
Future PE
16.06x
Share price in 2028
R$42.11
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
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AN
R$21
29.1% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
-17.08% p.a.
Profit Margin
27.46%
Future PE
17.66x
Share price in 2028
R$34.28
Recently Updated Narratives
AN
Ballooning Debt And Tariff Reviews Will Jeopardize Brazilian Grid Operations
Fair Value: R$21 29.1% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Brazil Renewable Energy Trend Will Expand Transmission Amid Challenges
Fair Value: R$32.47 16.5% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Large-scale Grid Investments Will Spur Renewables But Face Headwinds
Fair Value: R$25.8 5.1% overvalued intrinsic discount
13 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
ISA Energía Brasil S.A. Key Details
About ISAE4
- Founded
- 1999
- Employees
- 1636
- CEO
- WebsiteView website
ISA Energía Brasil S.A. engages in the electric power transmission business in Brazil. As of December 31, 2024, it had a total installed transformation capacity of 85,000 MVA together with transmission lines of 23, 0000 kilometers; and 136 substations. It operates in the states of Alagoas, Bahia, Espírito Santo, Goiás, Maranhão, Mato Grosso, Mato Grosso do Sul, Minas Gerais, Paraíba, Paraná, Pernambuco, Piauí, Rio de Janeiro, Rio Grande do Sul, Rondônia, Santa Catarina, São Paulo, and Tocantins. ISA Energía Brasil S.A. was incorporated in 1999 and is headquartered in São Paulo, Brazil.
