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Frasle Mobility S.A.BOVESPA:FRAS3 Stock Report

Market Cap R$5.6b
Share Price
R$20.30
R$30.3
33.0% undervalued intrinsic discount
1Y-25.6%
7D-5.7%
1D
Portfolio Value
View

Frasle Mobility S.A.

BOVESPA:FRAS3 Stock Report

Market Cap: R$5.6b

Frasle Mobility (FRAS3) Stock Overview

Provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, Holland, Chile, Colombia, Germany, South America, and internationally. More details

FRAS3 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth4/6
Past Performance2/6
Financial Health4/6
Dividends4/6

FRAS3 Community Fair Values

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See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Frasle Mobility S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Frasle Mobility
Historical stock prices
Current Share PriceR$20.30
52 Week HighR$28.30
52 Week LowR$20.12
Beta-0.10
1 Month Change-9.78%
3 Month Change-5.89%
1 Year Change-25.59%
3 Year Change62.92%
5 Year Change59.84%
Change since IPO73,095.36%

Recent News & Updates

Narrative Update Jun 18

FRAS3: Higher Future P/E Assumptions Will Support Upside

Analysts have kept their R$30.30 price target for Frasle Mobility unchanged, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E as the main factors supporting the reaffirmed view. What's in the News for Frasle Mobility No recent news stories for Frasle Mobility were identified in the provided sources.
Narrative Update Jun 04

FRAS3: Higher Future P/E And Margin Assumptions Will Support Upside

Analysts kept their R$30.30 price target for Frasle Mobility unchanged, citing a combination of updated inputs, including a slightly higher discount rate and future P/E, along with modest adjustments to revenue growth and profit margin assumptions. What's in the News No recent company specific news for Frasle Mobility was identified from the provided sources.
Narrative Update May 21

FRAS3: Higher Margins And Refined P/E Outlook Will Support Upside

Analysts now see Frasle Mobility's fair value holding at R$30,30, supported by updated assumptions for revenue growth, profit margin, discount rate and future P/E that fine tune rather than overhaul the prior valuation view. Valuation Changes Fair Value: R$30,30 is unchanged compared with the prior estimate.

Recent updates

Narrative Update Jun 18

FRAS3: Higher Future P/E Assumptions Will Support Upside

Analysts have kept their R$30.30 price target for Frasle Mobility unchanged, citing slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E as the main factors supporting the reaffirmed view. What's in the News for Frasle Mobility No recent news stories for Frasle Mobility were identified in the provided sources.
Narrative Update Jun 04

FRAS3: Higher Future P/E And Margin Assumptions Will Support Upside

Analysts kept their R$30.30 price target for Frasle Mobility unchanged, citing a combination of updated inputs, including a slightly higher discount rate and future P/E, along with modest adjustments to revenue growth and profit margin assumptions. What's in the News No recent company specific news for Frasle Mobility was identified from the provided sources.
Narrative Update May 21

FRAS3: Higher Margins And Refined P/E Outlook Will Support Upside

Analysts now see Frasle Mobility's fair value holding at R$30,30, supported by updated assumptions for revenue growth, profit margin, discount rate and future P/E that fine tune rather than overhaul the prior valuation view. Valuation Changes Fair Value: R$30,30 is unchanged compared with the prior estimate.
Narrative Update May 04

FRAS3: Stronger Margins And Refined P/E Assumptions Will Support Upside

Analysts have slightly reduced their price target on Frasle Mobility to R$30.30 from R$30.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. They describe these changes as fine-tuning their valuation inputs rather than indicating a major change in view.
Narrative Update Apr 19

FRAS3: Stronger Margins And Lower P/E Expectations Will Support Upside

Analysts have adjusted their price target on Frasle Mobility to R$30.50, describing the move as grounded in updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. Valuation Changes Fair Value: Kept at R$30.50, indicating no change in the central value estimate used in the analysis.
Narrative Update Apr 05

FRAS3: Fair Outlook Will Balance Softer Assumptions And Higher Future P E

Analysts have revised their price target on Frasle Mobility to R$20.80 from R$24.00, reflecting updates to fair value estimates, discount rate, revenue growth expectations, profit margin assumptions, and future P/E. Valuation Changes Fair Value: revised from R$24.00 to R$20.80, a reduction of about 13% in the central estimate.
Narrative Update Mar 22

FRAS3: Stronger Margins And Steady P/E Will Support Upside

Analysts have kept their price target for Frasle Mobility steady at R$30.50, with only minor tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E to reflect updated views on the risk profile and earnings mix. Valuation Changes Fair Value: R$30.50 fair value is unchanged, with the updated assumptions keeping the central valuation anchor steady.
Narrative Update Mar 08

FRAS3: Fair Outlook Will Balance Remote Meeting Plans And Pricing Assumptions

Analysts now set their price target for Frasle Mobility at R$24.00, unchanged from the prior R$24.00, citing updated assumptions that keep revenue growth, profit margins and future P/E expectations broadly in line with previous views. What's in the News Frasle Mobility has scheduled a Special and Extraordinary Shareholders Meeting for December 31, 2025, to be held exclusively remotely in Brazil (Key Developments).
Narrative Update Feb 22

FRAS3: Remote Meeting And Higher Future P/E Will Support Margin Upside

Analysts have slightly lifted their price target on Frasle Mobility to R$30.50, reflecting updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E multiple. What's in the News Frasle Mobility has scheduled a Special and Extraordinary Shareholders Meeting for December 31, 2025, to be held exclusively remotely in Brazil (Key Developments).
Narrative Update Feb 08

FRAS3: Fair Outlook Balances Remote Meeting Plans And Pricing Assumptions

Analysts have nudged their price target on Frasle Mobility up from R$23.00 to R$24.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple as key drivers of the change. What's in the News Frasle Mobility has scheduled a Special and Extraordinary Shareholders Meeting for December 31, 2025, to be held exclusively remotely in Brazil (Key Developments).
Analysis Article Jan 28

Unpleasant Surprises Could Be In Store For Frasle Mobility S.A.'s (BVMF:FRAS3) Shares

When close to half the companies in Brazil have price-to-earnings ratios (or "P/E's") below 10x, you may consider...
Narrative Update Jan 24

FRAS3: Remote Year End Meeting Will Support Future Margin Upside

Analysts have maintained their fair value estimate for Frasle Mobility at R$30.50. The updated price target reflects slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, rather than a fundamental change in their view of the company.
Narrative Update Jan 10

FRAS3: Future Margin Improvement And Remote Meeting Catalyst Will Support Upside

Analysts have trimmed their price target on Frasle Mobility to US$30.50, reflecting slightly lower assumptions for revenue growth and discount rate, along with a modestly higher projected profit margin and a marginally reduced future P/E multiple. What's in the News Frasle Mobility has called a Special and Extraordinary Shareholders Meeting for December 31, 2025, to be held exclusively remotely in Brazil.
Narrative Update Dec 26

FRAS3: Future Margins Will Reward Patience Despite Slight Risk Increase

Analysts have trimmed their price target for Fras-le slightly, from R$31.00 to R$30.50, citing marginally softer expectations for revenue growth and profit margins that are only partially offset by a higher projected future P/E multiple. What's in the News Fras-le S.A. has scheduled a special and extraordinary shareholders meeting for December 31, 2025, to be held exclusively remotely in Brazil (company event filing).
Narrative Update Dec 12

FRAS3: Higher Required Return Will Still Support Stronger Margins

Analysts have trimmed their price target on Fras-le from R$34.10 to R$31.00, reflecting slightly weaker expected revenue growth and a higher discount rate. These are only partly offset by improved margin and a modestly lower future P E multiple.
Analysis Article Nov 19

Fras-le's (BVMF:FRAS3) Earnings Seem To Be Promising

The market seemed underwhelmed by last week's earnings announcement from Fras-le S.A. ( BVMF:FRAS3 ) despite the...
Analysis Article Aug 08

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article May 14

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

The most recent earnings report from Fras-le S.A. ( BVMF:FRAS3 ) was disappointing for shareholders. Despite the soft...
Analysis Article Apr 26

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

Fras-le S.A.'s ( BVMF:FRAS3 ) price-to-earnings (or "P/E") ratio of 20.9x might make it look like a strong sell right...
Analysis Article Feb 16

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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New Narrative Feb 09

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.
Analysis Article Oct 03

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

With a price-to-earnings (or "P/E") ratio of 16.7x Fras-le S.A. ( BVMF:FRAS3 ) may be sending very bearish signals at...
Analysis Article Jun 26

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

With a price-to-earnings (or "P/E") ratio of 12.9x Fras-le S.A. ( BVMF:FRAS3 ) may be sending bearish signals at the...
Analysis Article Mar 18

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

Fras-le S.A. ( BVMF:FRAS3 ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
Analysis Article Dec 15

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Oct 25

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analysis Article Jun 07

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Feb 26

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

It's been a good week for Fras-le S.A. ( BVMF:FRAS3 ) shareholders, because the company has just released its latest...
Analysis Article Jan 28

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

Fras-le S.A. ( BVMF:FRAS3 ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article Jun 05

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article May 18

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

Fras-le S.A. ( BVMF:FRAS3 ), might not be a large cap stock, but it saw significant share price movement during recent...
Analysis Article Feb 17

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Feb 02

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

The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on a lighter note, a...
Analysis Article Jan 18

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

A look at the shareholders of Fras-le S.A. ( BVMF:FRAS3 ) can tell us which group is most powerful. Insiders often own...
Analysis Article Jan 03

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

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Analysis Article Dec 07

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

Today we'll take a closer look at Fras-le S.A. ( BVMF:FRAS3 ) from a dividend investor's perspective. Owning a strong...

Shareholder Returns

FRAS3BR Auto ComponentsBR Market
7D-5.7%-2.0%1.5%
1Y-25.6%-12.3%13.1%

Return vs Industry: FRAS3 underperformed the BR Auto Components industry which returned -11.7% over the past year.

Return vs Market: FRAS3 underperformed the BR Market which returned 11.4% over the past year.

Price Volatility

Is FRAS3's price volatile compared to industry and market?
FRAS3 volatility
FRAS3 Average Weekly Movement3.5%
Auto Components Industry Average Movement3.5%
Market Average Movement4.7%
10% most volatile stocks in BR Market7.9%
10% least volatile stocks in BR Market1.9%

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 (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19547,500Anderson Pontaltiri.fraslemobility.com

Frasle Mobility S.A. provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, Holland, Chile, Colombia, Germany, South America, and internationally. It operates through Automakers and Replacement segments. The company offers brake linings for commercial vehicles, brake pads for commercial vehicles, automobiles, motorcycles and small aircraft, brake linings for automobiles, railway shoes, brake shoes for commercial vehicles and automobiles, clutch linings, molded linings, and universal plates and industrial products; brake disc, drum, master cylinder, servos, wheel cylinder, wheel hubs, repairs, actuators, and check valves.

Frasle Mobility S.A. Fundamentals Summary

How do Frasle Mobility's earnings and revenue compare to its market cap?
FRAS3 fundamental statistics
Market capR$5.63b
Earnings (TTM)R$253.28m
Revenue (TTM)R$5.41b
22.2x
P/E Ratio
1.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
FRAS3 income statement (TTM)
RevenueR$5.41b
Cost of RevenueR$3.65b
Gross ProfitR$1.75b
Other ExpensesR$1.50b
EarningsR$253.28m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 11, 2026

Earnings per share (EPS)0.91
Gross Margin32.43%
Net Profit Margin4.68%
Debt/Equity Ratio110.8%

How did FRAS3 perform over the long term?

See historical performance and comparison

Dividends

3.6%
Current Dividend Yield
78%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/24 08:18
End of Day Share Price 2026/06/23 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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

Frasle Mobility S.A. is covered by 10 analysts. 8 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.
Gabriel FrazaoBofA Global Research
Andre FerreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários