RAPT4 Share Price Performance
R$5.48
-3.08 (-35.98%)
40.8% undervalued intrinsic discount
R$9.25
Fair Value
Price R$5.48
AnalystConsensusTarget R$9.25
AnalystLowTarget R$7.00
AnalystHighTarget R$10.96
Fair ValueR$9.25
Share Pricen/a
Randoncorp S.A. Stock Price
- 3 Narratives written by author
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- 10 Fair Values set on narratives written by author
RAPT4 Community Narratives
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Fair Value R$9.25 40.8% undervalued intrinsic discount
Fleet Renewal Momentum And Index Inclusion Will Drive Long-Term Market Prominence
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AN
Fair Value R$7 21.7% undervalued intrinsic discount
Persistent Market Weakness Will Pressure Revenues Yet Spur Cautious Recovery
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Fair Value R$10.96 50.0% undervalued intrinsic discount
E-commerce And Decarbonization Will Revolutionize Logistics Solutions
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Persistent Market Weakness Will Pressure Revenues Yet Spur Cautious Recovery
Key Takeaways Exposure to weak export demand, volatile raw material costs, and slow innovation adoption could limit Randoncorp's growth, margins, and long-term competitiveness. Recent diversification, financial moves, and focus on automation boost resilience, but domestic risks and restructuring challenges may hinder sustained margin recovery.Read more
3
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AN
R$7
21.7% undervalued intrinsic discount
Fair Value
Profit Margin
6.48%
Future PE
5.77x
Price in 2029
R$14.33
E-commerce And Decarbonization Will Revolutionize Logistics Solutions
Key Takeaways Structural cost reductions and innovation are driving higher margins and earnings power, outpacing conservative market expectations for Randoncorp's profitability. Diversified exports, advanced logistics solutions, and scalable financial services position Randoncorp for premium growth as global supply chains and decarbonization trends accelerate.Read more
5
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AN
R$10.96
50.0% undervalued intrinsic discount
Fair Value
Profit Margin
8.02%
Future PE
7.32x
Price in 2029
R$22.44
Fleet Renewal Momentum And Index Inclusion Will Drive Long-Term Market Prominence
Key Takeaways Expanding exports and growing higher-margin service segments are stabilizing earnings and improving margins by reducing exposure to market cycles. Restructuring, cost reductions, and new facility ramp-ups are enhancing operational efficiency and financial performance amid recovering demand.Read more
78
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AN
R$9.25
40.8% undervalued intrinsic discount
Fair Value
Revenue
6% p.a.
Profit Margin
4.86%
Future PE
10.35x
Price in 2029
R$18.93
Trending Discussion
Recently Updated Narratives
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RAPT4: Future Margin Delivery Will Drive Re Rating Potential
Fair Value: R$7 21.7% undervalued intrinsic discount
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AN
RAPT4: Execution And Margin Discipline Will Support Confidence In Updated Fair Value
Fair Value: R$10.96 50.0% undervalued intrinsic discount
1 followerusers have followed this narrative
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AN
RAPT4: Updated Fair Value Assumptions Will Support Medium Term Repricing Potential
Fair Value: R$9.25 40.8% undervalued intrinsic discount
6 followersusers have followed this narrative
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Snowflake Analysis
Randoncorp S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 07, 2026
- -0.72
- 25.09%
- -1.91%
- 202.4%
About RAPT4
- Founded
- 1949
- Employees
- 16727
- CEO
- WebsiteView website
Randoncorp S.A. manufactures and sells trailers and semi-trailers, and auto parts in Latin America and internationally. The company offers bodies, trailers, semi-trailers, and railcars; auto parts, including axles and suspensions to truck, bus, and implement manufacturers; truck, bus, trailer and semi-trailer brakes; commercial vehicle coupling components and systems; and hub and drum assemblies and cast steel brackets for the axles and suspensions of buses, trucks, trailers, farm machines, and tractors, as well as wheel end system solutions. It also provides financial solutions and services comprising financing, investments, consortium plans, insurance, and heavy vehicle leasing to transportation, logistics, agribusiness, and retail sectors. In addition, the company offers Frasle Mobility; Nanotechnology platform and solutions for advanced material transformation; and fleet management and technology solutions insurance companies, insurance brokers, transportation, and logistics sectors. Randoncorp S.A. was founded in 1949 and is headquartered in Caxias Do Sul, Brazil.
