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Mills Locação, Serviços e Logística S.A.BOVESPA:MILS3 Stock Report

Market Cap R$2.8b
Share Price
R$12.69
My Fair Value
n/a
1Y24.7%
7D3.0%
Portfolio Value
​
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Mills Locação, Serviços e Logística S.A.

BOVESPA:MILS3 Stock Report

Market Cap: R$2.8b

Mills Locação Serviços e Logística (MILS3) Stock Overview

Operates as a machinery and equipment rental company in Brazil. More details

MILS3 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance3/6
Financial Health2/6
Dividends2/6

Rewards

Price-To-Earnings ratio (9.7x) is below the Trade Distributors industry average (17.8x)

Earnings are forecast to grow 15.67% per year

Earnings grew by 2.7% over the past year

Risk Analysis

Debt is not well covered by operating cash flow

Dividend of 3.77% is not well covered by free cash flows


MILS3 Community Fair Values

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MILS3 logo
Mills Locação Serviços e Logística

Expansion And Digital Progress Will Unlock Brazil's Industrial Potential

Key Takeaways Strategic expansion into new regions and verticals, along with recurring contracts, positions the company for resilient, long-term revenue growth and stability. Emphasis on digital transformation and industry consolidation enhances operational efficiency, market share, and competitive advantages amid evolving sector trends.
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R$13.59
FV
6.6% undervalued intrinsic discount
13.53%
Revenue growth p.a.
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MILS3 logo
Mills Locação Serviços e Logística

Brazil Infrastructure And Urbanization Will Drive Equipment Rentals

Key Takeaways Growing dominance in heavy equipment and successful integration of acquisitions position Mills for higher margin expansion, revenue visibility, and accelerated market reach. Asset-light solutions, digital innovation, and exposure to expanding sectors drive outsized recurring revenues, operational leverage, and multi-year growth potential.
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R$18.76
FV
32.3% undervalued intrinsic discount
19.82%
Revenue growth p.a.
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MILS3 logo
Mills Locação Serviços e Logística

In Brazil, Automation And Tight Financing Will Erode Rental Margins

Key Takeaways Adoption of automation and sector commoditization are putting downward pressure on equipment utilization, pricing power, and long-term earnings growth prospects. Regulatory pressure and rising capital costs are eroding margins, while tighter financing and heightened competition further threaten revenue stability and profitability.
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R$10.6
FV
19.7% overvalued intrinsic discount
10.50%
Revenue growth p.a.
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US$9.21
18.0% undervalued intrinsic discount
Jolt_Communications Fair Value
Revenue growth
64.98% p.a.
Profit Margin
15%
Future PE
35x
Share price in 2030
US$14.83

Mills Locação, Serviços e Logística S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Mills Locação Serviços e Logística
Historical stock prices
Current Share PriceR$12.69
52 Week HighR$13.79
52 Week LowR$8.11
Beta-0.18
1 Month Change1.52%
3 Month Change5.49%
1 Year Change24.66%
3 Year Change19.38%
5 Year Change97.36%
Change since IPO9.02%

Recent News & Updates

Mills Locação Serviços e Logística's (BVMF:MILS3) Returns On Capital Are Heading Higher

Nov 14
Mills Locação Serviços e Logística's (BVMF:MILS3) Returns On Capital Are Heading Higher

Recent updates

Mills Locação Serviços e Logística's (BVMF:MILS3) Returns On Capital Are Heading Higher

Nov 14
Mills Locação Serviços e Logística's (BVMF:MILS3) Returns On Capital Are Heading Higher
User avatar

BRL 173 Million Investment And Contract Expansion Will Strengthen Future Stability

Strategic investment in equipment and diversification of contracts enhance revenue growth, predictability, and cash flow stability.

With EPS Growth And More, Mills Locação Serviços e Logística (BVMF:MILS3) Makes An Interesting Case

Dec 03
With EPS Growth And More, Mills Locação Serviços e Logística (BVMF:MILS3) Makes An Interesting Case

Mills Locação, Serviços e Logística S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Nov 10
Mills Locação, Serviços e Logística S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

Is Mills Locação Serviços e Logística (BVMF:MILS3) A Risky Investment?

Jun 11
Is Mills Locação Serviços e Logística (BVMF:MILS3) A Risky Investment?

We Think That There Are Some Issues For Mills Locação Serviços e Logística (BVMF:MILS3) Beyond Its Promising Earnings

Mar 26
We Think That There Are Some Issues For Mills Locação Serviços e Logística (BVMF:MILS3) Beyond Its Promising Earnings

What Does Mills Locação, Serviços e Logística S.A.'s (BVMF:MILS3) Share Price Indicate?

Nov 15
What Does Mills Locação, Serviços e Logística S.A.'s (BVMF:MILS3) Share Price Indicate?

Mills Locação Serviços e Logística (BVMF:MILS3) Is Experiencing Growth In Returns On Capital

Sep 20
Mills Locação Serviços e Logística (BVMF:MILS3) Is Experiencing Growth In Returns On Capital

Here's Why Mills Locação Serviços e Logística (BVMF:MILS3) Has Caught The Eye Of Investors

Aug 24
Here's Why Mills Locação Serviços e Logística (BVMF:MILS3) Has Caught The Eye Of Investors

Mills Locação Serviços e Logística (BVMF:MILS3) Seems To Use Debt Rather Sparingly

Apr 06
Mills Locação Serviços e Logística (BVMF:MILS3) Seems To Use Debt Rather Sparingly

Investors Will Want Mills Locação Serviços e Logística's (BVMF:MILS3) Growth In ROCE To Persist

Mar 21
Investors Will Want Mills Locação Serviços e Logística's (BVMF:MILS3) Growth In ROCE To Persist

We Ran A Stock Scan For Earnings Growth And Mills Locação Serviços e Logística (BVMF:MILS3) Passed With Ease

Jan 06
We Ran A Stock Scan For Earnings Growth And Mills Locação Serviços e Logística (BVMF:MILS3) Passed With Ease

Mills Locação Serviços e Logística (BVMF:MILS3) Is Looking To Continue Growing Its Returns On Capital

Nov 02
Mills Locação Serviços e Logística (BVMF:MILS3) Is Looking To Continue Growing Its Returns On Capital

Does Mills Locação Serviços e Logística (BVMF:MILS3) Have A Healthy Balance Sheet?

Oct 06
Does Mills Locação Serviços e Logística (BVMF:MILS3) Have A Healthy Balance Sheet?

Mills Locação, Serviços e Logística S.A.'s (BVMF:MILS3) 32% Price Boost Is Out Of Tune With Earnings

Aug 19
Mills Locação, Serviços e Logística S.A.'s (BVMF:MILS3) 32% Price Boost Is Out Of Tune With Earnings

Should You Be Adding Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) To Your Watchlist Today?

Jul 29
Should You Be Adding Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) To Your Watchlist Today?

Returns Are Gaining Momentum At Mills Estruturas e Serviços de Engenharia (BVMF:MILS3)

Jul 08
Returns Are Gaining Momentum At Mills Estruturas e Serviços de Engenharia (BVMF:MILS3)

These 4 Measures Indicate That Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Is Using Debt Safely

May 18
These 4 Measures Indicate That Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Is Using Debt Safely

These 4 Measures Indicate That Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Is Using Debt Safely

Dec 07
These 4 Measures Indicate That Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Is Using Debt Safely

Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Returns On Capital Are Heading Higher

Nov 12
Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Returns On Capital Are Heading Higher

Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Could Easily Take On More Debt

Aug 18
Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Could Easily Take On More Debt

We Think Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Can Stay On Top Of Its Debt

Apr 19
We Think Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Can Stay On Top Of Its Debt

Here's What To Make Of Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Decelerating Rates Of Return

Mar 23
Here's What To Make Of Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Decelerating Rates Of Return

The Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Share Price Has Gained 127%, So Why Not Pay It Some Attention?

Feb 25
The Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Share Price Has Gained 127%, So Why Not Pay It Some Attention?

What Is The Ownership Structure Like For Mills Estruturas e Serviços de Engenharia S.A. (BVMF:MILS3)?

Jan 29
What Is The Ownership Structure Like For Mills Estruturas e Serviços de Engenharia S.A. (BVMF:MILS3)?

Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Has A Pretty Healthy Balance Sheet

Jan 03
Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Has A Pretty Healthy Balance Sheet

Here's What To Make Of Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Returns On Capital

Dec 07
Here's What To Make Of Mills Estruturas e Serviços de Engenharia's (BVMF:MILS3) Returns On Capital

If You Had Bought Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Stock Three Years Ago, You Could Pocket A 101% Gain Today

Jul 27
If You Had Bought Mills Estruturas e Serviços de Engenharia (BVMF:MILS3) Stock Three Years Ago, You Could Pocket A 101% Gain Today

What Percentage Of Mills Estruturas e Serviços de Engenharia S.A. (BVMF:MILS3) Shares Do Insiders Own?

Jun 22
What Percentage Of Mills Estruturas e Serviços de Engenharia S.A. (BVMF:MILS3) Shares Do Insiders Own?

Shareholder Returns

MILS3BR Trade DistributorsBR Market
7D3.0%-0.03%-1.6%
1Y24.7%-6.7%9.7%

Return vs Industry: MILS3 exceeded the BR Trade Distributors industry which returned -6.7% over the past year.

Return vs Market: MILS3 exceeded the BR Market which returned 9.7% over the past year.

Price Volatility

Is MILS3's price volatile compared to industry and market?
MILS3 volatility
MILS3 Average Weekly Movement3.1%
Trade Distributors Industry Average Movement6.3%
Market Average Movement4.1%
10% most volatile stocks in BR Market8.9%
10% least volatile stocks in BR Market2.1%

Stable Share Price: MILS3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: MILS3's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19522,236Sergio Kariyawww.mills.com.br

Mills Locação, Serviços e Logística S.A. operates as a machinery and equipment rental company in Brazil. It rents, sells, imports, and exports steel and aluminum tubular structures, shoring and access equipment for civil construction works, and reusable concrete forms. The company also develops related engineering projects and provides supervisory and optional assembly services.

Mills Locação, Serviços e Logística S.A. Fundamentals Summary

How do Mills Locação Serviços e Logística's earnings and revenue compare to its market cap?
MILS3 fundamental statistics
Market capR$2.84b
Earnings (TTM)R$297.96m
Revenue (TTM)R$1.78b
9.7x
P/E Ratio
1.6x
P/S Ratio

Is MILS3 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MILS3 income statement (TTM)
RevenueR$1.78b
Cost of RevenueR$665.84m
Gross ProfitR$1.11b
Other ExpensesR$813.87m
EarningsR$297.96m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.31
Gross Margin62.54%
Net Profit Margin16.76%
Debt/Equity Ratio130.6%

How did MILS3 perform over the long term?

See historical performance and comparison

Dividends

3.8%
Current Dividend Yield
53%
Payout Ratio

Does MILS3 pay a reliable dividends?

See MILS3 dividend history and benchmarks
When do you need to buy MILS3 by to receive an upcoming dividend?
Mills Locação Serviços e Logística dividend dates
Ex Dividend DateNov 18 2025
Dividend Pay DateNov 27 2025
Days until Ex dividend7 days
Days until Dividend pay date2 days

Does MILS3 pay a reliable dividends?

See MILS3 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/24 02:16
End of Day Share Price 2025/11/24 00:00
Earnings2025/09/30
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

Mills Locação, Serviços e Logística S.A. is covered by 20 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Rogério AraújoBofA Global Research
Andre FerreiraBradesco S.A. Corretora de Títulos e Valores Mobiliários
Victor MizusakiBradesco S.A. Corretora de Títulos e Valores Mobiliários