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Cogna Educação S.A.BOVESPA:COGN3 Stock Report

Market Cap R$5.1b
Share Price
R$2.54
R$4.48
43.3% undervalued intrinsic discount
1Y-2.3%
7D-2.7%
Portfolio Value
View

Cogna Educação S.A.

BOVESPA:COGN3 Stock Report

Market Cap: R$5.1b

COGN3 Community Fair Values

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See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Cogna Educação S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cogna Educação
Historical stock prices
Current Share PriceR$2.54
52 Week HighR$4.75
52 Week LowR$2.26
Beta0.34
1 Month Change-23.03%
3 Month Change-30.03%
1 Year Change-2.31%
3 Year Change2.34%
5 Year Change-34.87%
Change since IPO-1.75%

Recent News & Updates

Narrative Update Apr 29

COGN3: Dividend Visibility And Stronger Margins Will Support Future Share Repricing

Analysts now estimate Cogna Educação's fair value at around R$4.48 per share, compared with R$4.60 previously, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The company announced an annual dividend of R$0.0143 per share, with payment scheduled for May 29, 2026, ex-date on April 28, 2026, and record date on April 27, 2026 (Key Developments).
Narrative Update Apr 15

COGN3: Dividend And Stable Margins Will Support Future Repricing Of Shares

Analysts have slightly reduced their price target for Cogna Educação, with fair value now at around R$4.60, down from R$4.67, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Cogna Educação S.A. announced an annual dividend of R$0.0143 per share.
Narrative Update Mar 31

COGN3: Revised Earnings Assumptions Will Support Future Repricing Of Undervalued Shares

Analysts have slightly revised their R$ price target on Cogna Educação, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more conservative earnings profile than previously assumed. Valuation Changes Fair Value: R$4.67 is unchanged, with the revised assumptions offsetting each other at the model level.

Recent updates

Narrative Update Apr 29

COGN3: Dividend Visibility And Stronger Margins Will Support Future Share Repricing

Analysts now estimate Cogna Educação's fair value at around R$4.48 per share, compared with R$4.60 previously, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The company announced an annual dividend of R$0.0143 per share, with payment scheduled for May 29, 2026, ex-date on April 28, 2026, and record date on April 27, 2026 (Key Developments).
Narrative Update Apr 15

COGN3: Dividend And Stable Margins Will Support Future Repricing Of Shares

Analysts have slightly reduced their price target for Cogna Educação, with fair value now at around R$4.60, down from R$4.67, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Cogna Educação S.A. announced an annual dividend of R$0.0143 per share.
Narrative Update Mar 31

COGN3: Revised Earnings Assumptions Will Support Future Repricing Of Undervalued Shares

Analysts have slightly revised their R$ price target on Cogna Educação, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more conservative earnings profile than previously assumed. Valuation Changes Fair Value: R$4.67 is unchanged, with the revised assumptions offsetting each other at the model level.
Narrative Update Mar 17

COGN3: Planned Stock Split Will Support Future Repricing Of Undervalued Shares

Analysts have trimmed their price target for Cogna Educação slightly from R$4.71 to R$4.67, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News Cogna Educação has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).
Narrative Update Mar 03

COGN3: Planned Stock Split Will Support Current Undervalued Share Price

Analysts have kept their fair value estimate for Cogna Educação broadly unchanged at around R$4.71 per share, with only minor tweaks to inputs such as the discount rate and future P/E assumptions driving a very small adjustment in their price target rationale. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).
Narrative Update Feb 17

COGN3: Higher Future P/E And Stock Split Will Support Undervalued Shares

Analysts now place Cogna Educação's fair value at around R$4.71, a very small move from R$4.70. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Analysis Article Feb 12

We Think Cogna Educação (BVMF:COGN3) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrative Update Feb 02

COGN3: Future P/E And Planned Stock Split Will Support Fairly Valued Shares

Analysts have lifted their price target on Cogna Educação to R$4.70 from R$4.01, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together support a higher fair value estimate. What's in the News Cogna Educação plans a stock split or significant stock dividend with a 1.1000011-for-1 ratio, scheduled for December 26, 2025 (Key Developments).
New Narrative Jan 24

Health Course Shift And Credit Quality Will Pressure Margins And Future Earnings

Catalysts About Cogna Educação Cogna Educação operates higher education, basic education and educational services businesses in Brazil through units such as Kroton, Vasta and Saber. What are the underlying business or industry changes driving this perspective?
Analysis Article Jan 22

Revenues Not Telling The Story For Cogna Educação S.A. (BVMF:COGN3) After Shares Rise 30%

The Cogna Educação S.A. ( BVMF:COGN3 ) share price has done very well over the last month, posting an excellent gain of...
Narrative Update Jan 19

COGN3: Future P/E And Margin Outlook Will Support Fairly Valued Shares

Analysts have raised their price target for Cogna Educação from R$3.72 to R$4.01, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework. What's in the News Cogna Educação S.A. has a planned stock split or significant stock dividend with a 1.1000011 to 1 ratio, scheduled for December 26, 2025 (Key Developments).
Analysis Article Jan 07

Cogna Educação (BVMF:COGN3) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Narrative Update Jan 05

COGN3: Future Earnings Multiple Will Reflect Undervalued Upside Despite Higher Discount Rate

Analysts have trimmed their fair value estimate for Cogna Educação from R$4.10 to about R$3.72, citing updated assumptions around discount rates, long term revenue growth, profit margins and future P/E levels. What's in the News Cogna Educação has scheduled a stock split or significant stock dividend with a 1.1000011-for-1 ratio, effective December 26, 2025 (Key Developments).
Narrative Update Dec 22

COGN3: Future Earnings Multiple Will Drive Attractive Upside From Current Levels

Analysts have slightly increased their price target for Cogna Educação to reflect modestly stronger expectations for revenue growth and stable profitability, even as they apply a marginally higher discount rate and future price-to-earnings multiple in their valuation models. Valuation Changes Fair Value Estimate remained unchanged at R$4.10 per share, indicating no revision to the intrinsic value assessment.
Narrative Update Dec 08

COGN3: Future Earnings Multiple And Margins Will Shape Fairly Valued Outlook

Analysts have nudged their price target on Cogna Educação slightly higher to R$4.10 from R$4.05, reflecting modestly increased fair value estimates and a marginally richer assumed future earnings multiple, despite a slightly higher discount rate. Valuation Changes Fair Value: risen slightly to R$4.10 from R$4.05, reflecting a marginal upward revision in intrinsic value estimates.
Analysis Article Dec 06

There's Reason For Concern Over Cogna Educação S.A.'s (BVMF:COGN3) Price

It's not a stretch to say that Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1x right now...
Narrative Update Nov 24

COGN3: Future Margins And Index Addition Will Shape Performance

Analysts have raised their price target for Cogna Educação from R$3.82 to R$4.05, citing improved anticipated profit margins. This comes despite adjusted expectations for revenue growth and a slightly higher discount rate.
Analysis Article Nov 14

Shareholders Shouldn’t Be Too Comfortable With Cogna Educação's (BVMF:COGN3) Strong Earnings

The latest earnings release from Cogna Educação S.A. ( BVMF:COGN3 ) disappointed investors. We did some analysis and...
Analysis Article Nov 13

Cogna Educação (BVMF:COGN3) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Narrative Update Nov 04

COGN3: Improved Margins And Index Inclusion Will Shape Outlook Despite Ongoing Risks

Analysts have increased their price target for Cogna Educação from R$3.61 to R$3.82. They cite an improved profit margin outlook and a lower discount rate, both of which are driving higher fair value estimates.
Narrative Update Oct 20

Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges

Analysts have raised their price target for Cogna Educação from R$3.32 to R$3.61. They cite improved revenue growth and profit margin expectations as key factors behind the upward revision.
Analysis Article Oct 02

Cogna Educação (BVMF:COGN3) Is Doing The Right Things To Multiply Its Share Price

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analysis Article Sep 06

Investors Still Waiting For A Pull Back In Cogna Educação S.A. (BVMF:COGN3)

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Consumer Services industry in Brazil, you could...
New Narrative Aug 25

Digital Learning In Brazil Will Shape Future Opportunities Despite Challenges

Key Takeaways Digital adoption, technology investments, and an asset-light strategy are strengthening margins, scalability, and long-term free cash flow generation. Socioeconomic tailwinds, favorable regulation, and financial discipline support enrollment, revenue growth, and increased market share.
Analysis Article May 12

Cogna Educação S.A. (BVMF:COGN3) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Despite an already strong run, Cogna Educação S.A. ( BVMF:COGN3 ) shares have been powering on, with a gain of 32% in...
Analysis Article Mar 28

Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Still On The Mark Following 31% Share Price Bounce

Cogna Educação S.A. ( BVMF:COGN3 ) shares have continued their recent momentum with a 31% gain in the last month alone...
Analysis Article Mar 19

Cogna Educação's (BVMF:COGN3) Earnings Are Of Questionable Quality

Cogna Educação S.A.'s ( BVMF:COGN3 ) stock was strong after they recently reported robust earnings. We did some...
Analysis Article Mar 14

Cogna Educação S.A. (BVMF:COGN3) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are probably feeling a little disappointed, since its shares fell 2.4...
Analysis Article Feb 11

We Like These Underlying Return On Capital Trends At Cogna Educação (BVMF:COGN3)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Analysis Article Jan 18

Cogna Educação S.A.'s (BVMF:COGN3) 26% Jump Shows Its Popularity With Investors

Cogna Educação S.A. ( BVMF:COGN3 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
Analysis Article Dec 02

Cogna Educação S.A.'s (BVMF:COGN3) Earnings Haven't Escaped The Attention Of Investors

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Consumer Services industry in Brazil, you could...
Analysis Article Jul 19

Pinning Down Cogna Educação S.A.'s (BVMF:COGN3) P/S Is Difficult Right Now

There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 0.5x is worth...
Analysis Article May 11

Investors Met With Slowing Returns on Capital At Cogna Educação (BVMF:COGN3)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analysis Article Apr 19

Market Cool On Cogna Educação S.A.'s (BVMF:COGN3) Revenues Pushing Shares 25% Lower

Unfortunately for some shareholders, the Cogna Educação S.A. ( BVMF:COGN3 ) share price has dived 25% in the last...
Analysis Article Mar 14

Does Cogna Educação (BVMF:COGN3) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jan 29

Cogna Educação (BVMF:COGN3) Has Some Difficulty Using Its Capital Effectively

What underlying fundamental trends can indicate that a company might be in decline? More often than not, we'll see a...
Analysis Article Jan 08

Cogna Educação S.A. (BVMF:COGN3) Could Be Riskier Than It Looks

There wouldn't be many who think Cogna Educação S.A.'s ( BVMF:COGN3 ) price-to-sales (or "P/S") ratio of 1.1x is worth...
Analysis Article Oct 18

Here's What's Concerning About Cogna Educação's (BVMF:COGN3) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...

Shareholder Returns

COGN3BR Consumer ServicesBR Market
7D-2.7%-2.1%-0.7%
1Y-2.3%-9.4%15.0%

Return vs Industry: COGN3 exceeded the BR Consumer Services industry which returned -10.5% over the past year.

Return vs Market: COGN3 underperformed the BR Market which returned 12.7% over the past year.

Price Volatility

Is COGN3's price volatile compared to industry and market?
COGN3 volatility
COGN3 Average Weekly Movement6.1%
Consumer Services Industry Average Movement7.9%
Market Average Movement5.0%
10% most volatile stocks in BR Market8.4%
10% least volatile stocks in BR Market1.9%

Stable Share Price: COGN3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: COGN3's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
196625,000Roberto Valério Netowww.cogna.com.br

Cogna Educação S.A. operates as an educational organization in Brazil and internationally. It operates through three segments: Kroton, Vasta, and Saber. The company provides in-person and distance learning for higher education and postgraduate courses; and editing, marketing, and distribution of textbooks, paradidactic books and handouts.

Cogna Educação S.A. Fundamentals Summary

How do Cogna Educação's earnings and revenue compare to its market cap?
COGN3 fundamental statistics
Market capR$5.07b
Earnings (TTM)R$671.86m
Revenue (TTM)R$7.54b
7.5x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
COGN3 income statement (TTM)
RevenueR$7.54b
Cost of RevenueR$2.49b
Gross ProfitR$5.04b
Other ExpensesR$4.37b
EarningsR$671.86m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.34
Gross Margin66.92%
Net Profit Margin8.92%
Debt/Equity Ratio27.5%

How did COGN3 perform over the long term?

See historical performance and comparison

Dividends

4.1%
Current Dividend Yield
34%
Payout Ratio

Does COGN3 pay a reliable dividends?

See COGN3 dividend history and benchmarks
When do you need to buy COGN3 by to receive an upcoming dividend?
Cogna Educação dividend dates
Ex Dividend DateDec 26 2025
Dividend Pay DateDec 20 2028
Days until Ex dividend147 days
Days until Dividend pay date943 days

Does COGN3 pay a reliable dividends?

See COGN3 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 14:28
End of Day Share Price 2026/05/20 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

Cogna Educação S.A. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Flavio YoshidaBofA Global Research
Frederico MendesBradesco S.A. Corretora de Títulos e Valores Mobiliários
Marcio OsakoBradesco S.A. Corretora de Títulos e Valores Mobiliários