POMO4 Share Price Performance
R$4.44
-3.97 (-47.20%)
47.3% undervalued intrinsic discount
R$8.43
Fair Value
Price R$4.44
AnalystConsensusTarget R$8.43
AnalystHighTarget R$10.50
Fair ValueR$8.43
Share Pricen/a
Marcopolo S.A. Stock Price
- 2 Narratives written by author
- 0 Comments on narratives written by author
- 12 Fair Values set on narratives written by author
POMO4 Community Narratives
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Fair Value
·Fair Value R$8.43 47.3% undervalued intrinsic discount
Emerging Markets And Decarbonization Will Spur Fleet Renewal
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Fair Value
·Fair Value R$10.5 57.7% undervalued intrinsic discount
Export Expansion And Electric Bus Shift Will Reshape Long Term Earnings Profile
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Emerging Markets And Decarbonization Will Spur Fleet Renewal
Urban growth and cleaner-air rules are pushing cities to replace aging bus fleets, and Marcopolo looks positioned to benefit as demand shifts toward newer, higher-end and electrified models. But the story hinges on government spending and how fast charging networks and financing catch up, with tougher competition and export volatility adding more ways results could disappoint.Read more
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R$8.43
47.3% undervalued intrinsic discount
Fair Value
Revenue
6.67% p.a.
Profit Margin
12.03%
Future PE
14.66x
Price in 2029
R$15.52
Export Expansion And Electric Bus Shift Will Reshape Long Term Earnings Profile
Marcopolo’s growth story shifts from being mostly tied to Brazil to leaning more on overseas sales and newer bus models aimed at higher-end markets. The big upside comes from electric and hybrid buses and a wave of fleet replacements, but financing costs, international politics, and product issues could still derail the plan.Read more
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R$10.5
57.7% undervalued intrinsic discount
Fair Value
Revenue
12.25% p.a.
Profit Margin
12.36%
Future PE
15.13x
Price in 2029
R$19.18
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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POMO4: Index Inclusion Will Support Undervalued Thesis Into 2026 Meeting
Fair Value: R$8.43 47.3% undervalued intrinsic discount
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POMO4: Index Inclusion Will Support Higher Growth Expectations Despite Lower Multiple
Fair Value: R$10.5 57.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
Marcopolo S.A. Key Details
About POMO4
- Founded
- 1949
- Employees
- 15109
- CEO
- WebsiteView website
Marcopolo S.A. engages in the manufacture and sale of buses, bus bodies, and components in Brazil, South Africa, Australia, China, Mexico, Argentina, and internationally. The company offers intercity buses, urban buses and microbuses, electric buses, and hybrid buses; and Volare family of microbuses, such as complete bus, with chassis and body, bodywork for school transport, executive charter, urban transport, and special projects. It is also involved in the development and production of new models on rails; production of units with propulsion, passenger cars, and the manufacture of boxes for people movers, TRAMs, and EMUs; provision of credit solutions for the purchase of buses and minibuses; assembly, marketing, import, and export of refrigeration and air conditioning equipment; and seat foam business. The company was founded in 1949 and is headquartered in Caxias Do Sul, Brazil.
