VAMO3 Share Price Performance
R$3.50
-2.64 (-43.00%)
12.5% undervalued intrinsic discount
R$4.00
Fair Value
Price R$3.50
AnalystLowTarget R$4.00
AnalystHighTarget R$15.00
AnalystConsensusTarget R$6.52
Fair ValueR$4.00
Share Pricen/a
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 9 Fair Values set on narratives written by author
VAMO3 Community Narratives
AN
Fair Value R$4 12.5% undervalued intrinsic discount
Global Tech Shifts And Brazil Exposure Will Cripple Diesel Models
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AN
Fair Value R$12.15 71.2% undervalued intrinsic discount
Digital Platforms And E-commerce Will Expand Rentals In Brazil
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Fair Value R$6.52 46.3% undervalued intrinsic discount
Shifting Leasing Models Will Redefine Long-Term Market Dynamics
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Shifting Leasing Models Will Redefine Long-Term Market Dynamics
Key Takeaways Transition to leasing and secular demand in logistics positions the company for recurring revenue, market share gains, and higher profitability through scale and digitalization. Strong used vehicle sales, expanding dealership network, and disciplined management support margin improvement, sustainable earnings, and greater resilience to tough economic cycles.Read more
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6users have followed this narrative
AN
R$6.52
46.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
12.18% p.a.
Profit Margin
13.04%
Future PE
15.12x
Share price in 2028
R$13.56
Digital Platforms And E-commerce Will Expand Rentals In Brazil
Key Takeaways Vamos' aggressive inventory reduction, used asset sales, and digital channel expansion could accelerate asset utilization and revenue growth beyond analyst expectations. Expanding into new asset categories and leveraging digital fleet management positions Vamos for resilient earnings and industry-leading efficiency across economic cycles.Read more
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AN
R$12.15
71.2% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
22.81% p.a.
Profit Margin
12.85%
Future PE
20.3x
Share price in 2028
R$25.04
Global Tech Shifts And Brazil Exposure Will Cripple Diesel Models
Key Takeaways Accelerating shifts to electric vehicles and digital fleet solutions, plus rising competition, threaten Vamos' asset values, margins, and long-term market position. High interest rates, credit constraints, and domestic market concentration increase financial risk, raise funding costs, and heighten vulnerability to economic shocks.Read more
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AN
R$4
12.5% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
19.1% p.a.
Profit Margin
8.2%
Future PE
12.9x
Share price in 2028
R$8.34
Recently Updated Narratives
AN
Shifting Leasing Models Will Redefine Long-Term Market Dynamics
Fair Value: R$6.52 46.3% undervalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Global Tech Shifts And Brazil Exposure Will Cripple Diesel Models
Fair Value: R$4 12.5% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Digital Platforms And E-commerce Will Expand Rentals In Brazil
Fair Value: R$12.15 71.2% undervalued intrinsic discount
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Snowflake Analysis
Vamos Locação de Caminhões, Máquinas e Equipamentos S.A. Key Details
About VAMO3
- Founded
- 2015
- Employees
- 2291
- CEO
- WebsiteView website
Vamos Locação de Caminhões, Máquinas e Equipamentos S.A., together with its subsidiaries, engages in the leasing, reselling, and selling of trucks, machinery, equipment, and parts in Brazil. The company leases tractors, forklift trucks, agricultural machinery and implements, buses, and other vehicles; sells automobile parts and accessories; sells new and used tractors, machines, tires, air tubes, implements, motor vehicles, and buses; and provides automobile maintenance and repair, and technical assistance and related services, as well as engages in the logistics and road transportation of cargos. It also offers civil construction, parts, lubricants, provision of vehicle repair and maintenance services and the like, road transportation of cargo in general, wholesale trade of machinery, apparatus and equipment for agricultural use, parts and pieces, and intermediation and agency activities for services and business in general, except real estate; commercial representatives and agents for the trade of motor vehicles. In addition, the company sells fertilizers, herbicides, and seeds; and provides engineering services related to customization of trucks and buses, as well as provision of agricultural activities. Further, the company manufactures and sells truck trailers, truck bodies, road implements, cabins, and industrial machinery and equipment; and provides installation, renovation, repair, and maintenance of equipment and vehicles; provision of logistics and road freight transportation services; information technology services; technical analysis on motor vehicles; forklift operator services; and outsourcing and managing of human resources. Vamos Locação de Caminhões, Máquinas e Equipamentos S.A. was incorporated in 2015 and is headquartered in São Paulo, Brazil. Vamos Locação de Caminhões, Máquinas e Equipamentos S.A. is a subsidiary of SIMPAR S.A.
