Desktop S.A.

BOVESPA:DESK3 Stock Report

Market Cap: R$2.1b

Desktop Valuation

Is DESK3 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of DESK3 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: DESK3 (R$18.3) is trading below our estimate of future cash flow value (R$77.16)

Significantly Below Future Cash Flow Value: DESK3 is trading below future cash flow value by more than 20%.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for DESK3?

Key metric: As DESK3 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for DESK3. This is calculated by dividing DESK3's market cap by their current earnings.
What is DESK3's PE Ratio?
PE Ratio29x
EarningsR$73.18m
Market CapR$2.13b

Price to Earnings Ratio vs Peers

How does DESK3's PE Ratio compare to its peers?

The above table shows the PE ratio for DESK3 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average16.4x
FIQE3 Unifique Telecomunicações
10.1x8.60%R$2.0b
TELB4 Telecomunicações Brasileiras - Telebras
14.3xn/aR$1.0b
BRST3 Brisanet Serviços de Telecomunicações
21.9x46.93%R$1.5b
VIVT3 Telefônica Brasil
19.1x14.08%R$110.7b
DESK3 Desktop
29x65.55%R$2.1b

Price-To-Earnings vs Peers: DESK3 is expensive based on its Price-To-Earnings Ratio (29x) compared to the peer average (16.4x).


Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data


Price to Earnings Ratio vs Industry

How does DESK3's PE Ratio compare vs other companies in the Global Telecom Industry?

4 CompaniesPrice / EarningsEstimated GrowthMarket Cap
DESK3 29.0xIndustry Avg. 16.6xNo. of Companies31PE01224364860+
4 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: DESK3 is expensive based on its Price-To-Earnings Ratio (29x) compared to the Global Telecom industry average (16.3x).


Price to Earnings Ratio vs Fair Ratio

What is DESK3's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

DESK3 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio29x
Fair PE Ratio31.1x

Price-To-Earnings vs Fair Ratio: DESK3 is good value based on its Price-To-Earnings Ratio (29x) compared to the estimated Fair Price-To-Earnings Ratio (31.1x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst DESK3 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentR$18.30
R$12.83
-29.90%
30.98%R$20.00R$7.30n/a7
Jan ’27R$17.09
R$12.83
-24.94%
30.98%R$20.00R$7.30n/a7
Dec ’26R$16.43
R$12.69
-22.79%
31.82%R$20.00R$7.30n/a7
Nov ’26R$15.30
R$12.69
-17.09%
31.82%R$20.00R$7.30n/a7
Oct ’26R$10.30
R$12.69
+23.16%
31.82%R$20.00R$7.30n/a7
Sep ’26R$8.44
R$12.90
+52.84%
30.44%R$20.00R$7.30n/a7
Aug ’26R$8.12
R$12.90
+58.87%
30.44%R$20.00R$7.30n/a7
Jul ’26R$9.67
R$13.11
+35.62%
29.20%R$20.00R$7.30n/a7
Jun ’26R$9.46
R$13.26
+40.14%
28.55%R$20.00R$7.30n/a7
May ’26R$9.23
R$13.26
+43.63%
28.55%R$20.00R$7.30n/a7
Apr ’26R$7.98
R$13.79
+72.75%
22.60%R$20.00R$11.00n/a7
Mar ’26R$8.18
R$15.07
+84.25%
25.72%R$21.00R$11.00n/a7
Feb ’26R$10.02
R$15.93
+58.97%
24.34%R$21.00R$11.00n/a7
Jan ’26R$10.46
R$16.71
+59.79%
19.70%R$21.00R$11.00R$17.097
Dec ’25R$12.83
R$16.71
+30.28%
19.70%R$21.00R$11.00R$16.437
Nov ’25R$13.00
R$17.50
+34.62%
17.61%R$21.00R$11.00R$15.307
Oct ’25R$14.49
R$17.50
+20.77%
17.61%R$21.00R$11.00R$10.307
Sep ’25R$15.40
R$17.39
+12.89%
17.23%R$21.00R$11.20R$8.447
Aug ’25R$17.12
R$17.39
+1.55%
17.23%R$21.00R$11.20R$8.127
Jul ’25R$14.50
R$17.39
+19.90%
17.23%R$21.00R$11.20R$9.677
Jun ’25R$16.20
R$19.62
+21.09%
33.67%R$33.00R$11.20R$9.466
May ’25R$13.00
R$19.35
+48.85%
35.98%R$33.00R$9.60R$9.236
Apr ’25R$15.40
R$20.16
+30.89%
32.11%R$33.00R$9.60R$7.987
Mar ’25R$14.39
R$18.02
+25.20%
22.75%R$22.00R$9.60R$8.186
Feb ’25R$12.98
R$18.02
+38.80%
22.75%R$22.00R$9.60R$10.026
Jan ’25R$14.12
R$18.02
+27.60%
22.75%R$22.00R$9.60R$10.466
R$12.83
Fair Value
42.7% overvalued intrinsic discount
7
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/22 21:22
End of Day Share Price 2026/01/22 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

Desktop S.A. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lucca BrendimBofA Global Research
Daniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários
Carlos Palhares SequeiraBTG Pactual