RAIL3 Share Price Performance
R$16.47
-2.57 (-13.50%)
31.4% undervalued intrinsic discount
R$24.00
Fair Value
Price R$16.47
AnalystHighTarget R$24.00
AnalystConsensusTarget R$19.93
AnalystLowTarget R$15.27
Fair ValueR$24.00
Share Pricen/a
Rumo S.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 7 Fair Values set on narratives written by author
RAIL3 Community Narratives
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Fair Value R$24 31.4% undervalued intrinsic discount
Brazil Rail Expansion Will Harness Secular Decarbonization And Infrastructure Impulses
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Fair Value R$19.93 17.4% undervalued intrinsic discount
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
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Fair Value R$15.27 7.9% overvalued intrinsic discount
Brazilian Commodity Risks Will Hinder Rail Expansion Yet Encourage Recovery
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Brazil Rail Expansion Will Harness Secular Decarbonization And Infrastructure Impulses
Key Takeaways Rail expansion, energy-efficient trains, and cost discipline could drive faster, more sustained margin growth and cash flow than the market expects. A shift to rail and strong partnerships position Rumo to gain lasting market share, resilient revenues, and multiple expansion from logistics modernization.Read more
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AN
R$24
31.4% undervalued intrinsic discount
Fair Value
Revenue
5.03% p.a.
Profit Margin
31.19%
Future PE
16.63x
Price in 2029
R$44.48
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
Key Takeaways Strategic rail network expansion and infrastructure upgrades align Rumo to capture long-term gains from rising agricultural exports and modal shifts toward decarbonized transport. Cost efficiencies, digitalization, and stable take-or-pay contracts enhance revenue visibility, margin stability, and position the company for scalable earnings growth.Read more
45
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AN
R$19.93
17.4% undervalued intrinsic discount
Fair Value
Revenue
3.07% p.a.
Profit Margin
26.06%
Future PE
17.44x
Price in 2029
R$36.83
Brazilian Commodity Risks Will Hinder Rail Expansion Yet Encourage Recovery
Key Takeaways Reliance on agricultural exports and commodity cycles exposes earnings to crop volatility, global demand shifts, and unpredictable weather disruptions. Rising capital and compliance costs, plus intense competition from road freight and tightening ESG requirements, threaten margins and long-term returns.Read more
6
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R$15.27
7.9% overvalued intrinsic discount
Fair Value
Revenue
1.86% p.a.
Profit Margin
20.31%
Future PE
17.84x
Price in 2029
R$28.34
Trending Discussion
Recently Updated Narratives
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RAIL3: Higher Revenue Outlook Will Eventually Support Richer Earnings Multiple
Fair Value: R$24 31.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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AN
RAIL3: Future Profitability Will Strengthen Despite Ongoing Freight Price Pressure
Fair Value: R$19.93 17.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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RAIL3: Freight Price Pressure And Execution Will Shape A Cautiously Optimistic Outlook
Fair Value: R$15.27 7.9% overvalued intrinsic discount
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Snowflake Analysis
Rumo S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 07, 2026
- 0.46
- 45.39%
- 6.12%
- 177.3%
About RAIL3
- Founded
- 1997
- Employees
- 8255
- CEO
- WebsiteView website
Rumo S.A., through its subsidiaries, engages in the rail logistics operation. The company operates through North Operations, South Operations, and Container Operations segments. The North Operations segment is involved in the railway, highway, and transshipment operations. The South Operations segment comprises of rail and transhipment operations in the area of Rumo Malha Sul and Rumo Malha Oeste concessions. The Container Operations segment engages in the rail and road transport, and container logistics and operations. It offers logistics services primarily for exporting commodities, including integrated solution for transportation, movement, storage, and shipment from the production centers to the main ports in the south and southeast of Brazil. The company was incorporated in 1997 and is headquartered in Curitiba, Brazil.
