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Fras-le S.A.

BOVESPA:FRAS3 Stock Report

Market Cap: R$7.2b

Fras-le (FRAS3) Stock Overview

Provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, the Netherlands, and internationally. More details

FRAS3 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends3/6

Rewards

Trading at 12.8% below our estimate of its fair value

Earnings are forecast to grow 18.29% per year

Risk Analysis

Has a high level of debt

Profit margins (7.4%) are lower than last year (11.7%)


FRAS3 Community Fair Values

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FRAS3 logo
Fras-le
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts

Biogas Transition And Dacomsa Acquisition Set To Expand Market Reach

Key Takeaways Significant growth opportunities in Mexican and U.S. markets through acquisitions, enabling new distribution channels and increased product offerings. Enhanced profitability through operational efficiency, expanded production capacity, and economies of scale, aiming for improved net and gross margins.
View narrative
R$28.56
FV
5.4% undervalued intrinsic discount
20.16%
Revenue growth p.a.
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2users have followed this narrative
6 days ago author updated this narrative
View Fras-le Community

Fras-le S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Fras-le
Historical stock prices
Current Share PriceR$27.03
52 Week HighR$29.94
52 Week LowR$18.01
Beta0.24
1 Month Change0.56%
3 Month Change-0.95%
1 Year Change33.42%
3 Year Change182.45%
5 Year Change398.71%
Change since IPO97,361.60%

Recent News & Updates

Fras-le's (BVMF:FRAS3) Soft Earnings Are Actually Better Than They Appear

May 14
Fras-le's (BVMF:FRAS3) Soft Earnings Are Actually Better Than They Appear

Fras-le S.A.'s (BVMF:FRAS3) Price In Tune With Earnings

Apr 26
Fras-le S.A.'s (BVMF:FRAS3) Price In Tune With Earnings

Recent updates

Fras-le's (BVMF:FRAS3) Soft Earnings Are Actually Better Than They Appear

May 14
Fras-le's (BVMF:FRAS3) Soft Earnings Are Actually Better Than They Appear

Fras-le S.A.'s (BVMF:FRAS3) Price In Tune With Earnings

Apr 26
Fras-le S.A.'s (BVMF:FRAS3) Price In Tune With Earnings

Is Fras-le (BVMF:FRAS3) Using Too Much Debt?

Feb 16
Is Fras-le (BVMF:FRAS3) Using Too Much Debt?
author-image

Expansion Into UK And Mexico Markets Will Strengthen Global Presence And Efficiency

Strategic acquisitions and capacity expansions position Fras-le for increased revenue and market share across Europe and North America.

Fras-le S.A.'s (BVMF:FRAS3) Business Is Yet to Catch Up With Its Share Price

Oct 03
Fras-le S.A.'s (BVMF:FRAS3) Business Is Yet to Catch Up With Its Share Price

Fras-le S.A.'s (BVMF:FRAS3) Share Price Not Quite Adding Up

Jun 26
Fras-le S.A.'s (BVMF:FRAS3) Share Price Not Quite Adding Up

Shareholders Will Be Pleased With The Quality of Fras-le's (BVMF:FRAS3) Earnings

Mar 18
Shareholders Will Be Pleased With The Quality of Fras-le's (BVMF:FRAS3) Earnings

Fras-le (BVMF:FRAS3) Has A Rock Solid Balance Sheet

Dec 15
Fras-le (BVMF:FRAS3) Has A Rock Solid Balance Sheet

Fras-le (BVMF:FRAS3) Has A Pretty Healthy Balance Sheet

Oct 25
Fras-le (BVMF:FRAS3) Has A Pretty Healthy Balance Sheet

Fras-le (BVMF:FRAS3) Has A Pretty Healthy Balance Sheet

Jun 07
Fras-le (BVMF:FRAS3) Has A Pretty Healthy Balance Sheet

Fras-le S.A. (BVMF:FRAS3) Just Reported And Analysts Have Been Lifting Their Price Targets

Feb 26
Fras-le S.A. (BVMF:FRAS3) Just Reported And Analysts Have Been Lifting Their Price Targets

Is There Now An Opportunity In Fras-le S.A. (BVMF:FRAS3)?

Jan 28
Is There Now An Opportunity In Fras-le S.A. (BVMF:FRAS3)?

We Think Fras-le (BVMF:FRAS3) Can Stay On Top Of Its Debt

Jun 05
We Think Fras-le (BVMF:FRAS3) Can Stay On Top Of Its Debt

Why Fras-le S.A. (BVMF:FRAS3) Could Be Worth Watching

May 18
Why Fras-le S.A. (BVMF:FRAS3) Could Be Worth Watching

Is Fras-le (BVMF:FRAS3) A Risky Investment?

Feb 17
Is Fras-le (BVMF:FRAS3) A Risky Investment?

Did You Participate In Any Of Fras-le's (BVMF:FRAS3) Fantastic 251% Return ?

Feb 02
Did You Participate In Any Of Fras-le's (BVMF:FRAS3) Fantastic 251% Return ?

Do Institutions Own Fras-le S.A. (BVMF:FRAS3) Shares?

Jan 18
Do Institutions Own Fras-le S.A. (BVMF:FRAS3) Shares?

Is Fras-le S.A.'s (BVMF:FRAS3) 5.5% ROE Strong Compared To Its Industry?

Jan 03
Is Fras-le S.A.'s (BVMF:FRAS3) 5.5% ROE Strong Compared To Its Industry?

Factors Income Investors Should Consider Before Adding Fras-le S.A. (BVMF:FRAS3) To Their Portfolio

Dec 07
Factors Income Investors Should Consider Before Adding Fras-le S.A. (BVMF:FRAS3) To Their Portfolio

We Wouldn't Rely On Fras-le's (BVMF:FRAS3) Statutory Earnings As A Guide

Nov 18
We Wouldn't Rely On Fras-le's (BVMF:FRAS3) Statutory Earnings As A Guide

Did You Participate In Any Of Fras-le's (BVMF:FRAS3) Fantastic 108% Return ?

Sep 25
Did You Participate In Any Of Fras-le's (BVMF:FRAS3) Fantastic 108% Return ?

Investor Optimism Abounds Fras-le S.A. (BVMF:FRAS3) But Growth Is Lacking

Sep 07
Investor Optimism Abounds Fras-le S.A. (BVMF:FRAS3) But Growth Is Lacking

Something To Consider Before Buying Fras-le S.A. (BVMF:FRAS3) For The 7.8% Dividend

Aug 19
Something To Consider Before Buying Fras-le S.A. (BVMF:FRAS3) For The 7.8% Dividend

Does Fras-le's (BVMF:FRAS3) Statutory Profit Adequately Reflect Its Underlying Profit?

Jul 27
Does Fras-le's (BVMF:FRAS3) Statutory Profit Adequately Reflect Its Underlying Profit?

Here's What Fras-le S.A.'s (BVMF:FRAS3) Shareholder Ownership Structure Looks Like

Jul 10
Here's What Fras-le S.A.'s (BVMF:FRAS3) Shareholder Ownership Structure Looks Like

Does Fras-le S.A.'s (BVMF:FRAS3) Weak Fundamentals Mean That The Market Could Correct Its Share Price?

Jun 19
Does Fras-le S.A.'s (BVMF:FRAS3) Weak Fundamentals Mean That The Market Could Correct Its Share Price?

Shareholder Returns

FRAS3BR Auto ComponentsBR Market
7D1.2%0.02%-0.2%
1Y33.4%9.2%3.2%

Return vs Industry: FRAS3 exceeded the BR Auto Components industry which returned 10.3% over the past year.

Return vs Market: FRAS3 exceeded the BR Market which returned 5.2% over the past year.

Price Volatility

Is FRAS3's price volatile compared to industry and market?
FRAS3 volatility
FRAS3 Average Weekly Movement3.0%
Auto Components Industry Average Movement3.5%
Market Average Movement4.7%
10% most volatile stocks in BR Market8.9%
10% least volatile stocks in BR Market2.6%

Stable Share Price: FRAS3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: FRAS3's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19546,000Sergio Lisbao de Carvalhori.fras-le.com.br

Fras-le S.A. provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, the Netherlands, and internationally. It operates through Automakers and Replacement segments. The company offers brake linings and pads, railway and brake shoes, clutch facings, universal sheets, and industrial products; brake discs and drums, and master and wheel cylinders; and shock absorbers and kits, suspension brushings, pivots, suspension trays, ball joints, homokinetic joints, linkage bars, and wheel hubs.

Fras-le S.A. Fundamentals Summary

How do Fras-le's earnings and revenue compare to its market cap?
FRAS3 fundamental statistics
Market capR$7.22b
Earnings (TTM)R$327.81m
Revenue (TTM)R$4.46b
22.0x
P/E Ratio
1.6x
P/S Ratio

Is FRAS3 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
FRAS3 income statement (TTM)
RevenueR$4.46b
Cost of RevenueR$2.96b
Gross ProfitR$1.50b
Other ExpensesR$1.17b
EarningsR$327.81m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Aug 06, 2025

Earnings per share (EPS)1.23
Gross Margin33.57%
Net Profit Margin7.36%
Debt/Equity Ratio127.1%

How did FRAS3 perform over the long term?

See historical performance and comparison

Dividends

1.9%
Current Dividend Yield
42%
Payout Ratio

Does FRAS3 pay a reliable dividends?

See FRAS3 dividend history and benchmarks
When do you need to buy FRAS3 by to receive an upcoming dividend?
Fras-le dividend dates
Ex Dividend DateJul 07 2025
Dividend Pay DateAug 14 2025
Days until Ex dividend2 days
Days until Dividend pay date36 days

Does FRAS3 pay a reliable dividends?

See FRAS3 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/08 12:22
End of Day Share Price 2025/07/07 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Fras-le S.A. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mário BernardesBB Banco de Investimento S.A.
Lucas MarquioriBTG Pactual
Alessandra MorattiFator Corretora