Rumo Framtida tillväxt
Future kriterier kontrolleras 3/6
Rumo förväntas öka intäkter och intäkter med 31.7% respektive 3.1% per år. EPS förväntas tillväxt med 32.6% per år. Avkastningen på eget kapital förväntas bli 14.8% om 3 år.
Viktig information
31.7%
Tillväxttakt i vinsten
32.59%
Tillväxttakt för EPS
| Transportation vinsttillväxt | 32.8% |
| Intäkternas tillväxttakt | 3.1% |
| Framtida avkastning på eget kapital | 14.81% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 22 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • May 09
RAIL3: Higher Discount Rate And Lower P/E Will Pressure Future Returns
Analysts have reduced their Rumo fair value estimate from R$15.27 to R$14.64, citing updated assumptions for discount rates, revised revenue growth expectations, adjusted margin forecasts, and a new future P/E of 17.07x. What's in the News Rumo S.A. set an annual dividend of R$0.1084 per share, with payment scheduled for November 30, 2026 (Key Developments).
Uppdatering av berättelse • Apr 21
RAIL3: Future Dividend Policy Will Support Stronger Profitability Outlook
Analysts have trimmed their price target on Rumo slightly from R$19.93 to R$19.67, reflecting updated views on modestly different revenue growth, profit margin and discount rate assumptions while keeping future P/E expectations broadly in line. What's in the News Rumo plans an annual dividend of R$0.1084 per share, with payment scheduled for November 30, 2026 (Key Developments).
Uppdatering av berättelse • Apr 07
RAIL3: Higher Revenue Outlook Will Eventually Support Richer Earnings Multiple
Analysts have slightly trimmed their fair value estimate for Rumo from R$25.00 to R$24.00, reflecting updated assumptions that combine higher revenue growth expectations with a lower projected profit margin and a modestly higher future P/E multiple. What's in the News Rumo S.A. announced an annual dividend of R$0.1084 per share, scheduled to be paid on November 30, 2026.Uppdatering av berättelse • Mar 24
RAIL3: Future Profitability Will Strengthen Despite Ongoing Freight Price Pressure
Analysts have reset their price target on Rumo to R$19.93 from R$21.84, reflecting updated expectations for freight price pressure and modest tweaks to revenue growth, profit margin, and forward P/E assumptions. Analyst Commentary JPMorgan resumed coverage of Rumo with a Neutral rating and a R$20 price target, signaling a balanced view on risk and reward at current levels.Uppdatering av berättelse • Mar 07
RAIL3: Freight Price Pressure And Execution Will Shape A Cautiously Optimistic Outlook
Analysts have trimmed their Rumo fair value estimate from roughly R$16.50 to about R$15.27, aligning their updated price target with expectations for continued freight price pressure highlighted in recent research. Analyst Commentary Recent updates around Rumo suggest that, while coverage is active again, the tone remains cautious.Uppdatering av berättelse • Feb 21
RAIL3: Freight Price Pressure Will Eventually Support Higher Earnings Multiple
Rumo's analyst price target has been reiterated at R$25.00, with analysts pointing to slightly stronger assumptions for revenue growth, profit margins and forward P/E, while still flagging near term freight price pressure as a key watchpoint. Analyst Commentary JPMorgan has resumed coverage of Rumo with a Neutral rating and a R$20 price target, highlighting that freight pricing remains a near term pressure point.Uppdatering av berättelse • Feb 06
RAIL3: Freight Price Pressure Will Set Up Future P/E Repricing Potential
Analysts have reduced their fair value estimate for Rumo from R$27.00 to R$25.00, reflecting updated assumptions on growth, profitability, and future P/E, as well as recent Street research that highlights continued pressure on freight prices. Analyst Commentary Recent Street research points to a mixed but watchful stance on Rumo, with JPMorgan resuming coverage at Neutral and a R$20 price target.Uppdatering av berättelse • Jan 23
RAIL3: Freight Pricing Discipline Will Support A More Optimistic Outlook
Narrative Update on Rumo The analyst price target for Rumo has been updated to R$20, with analysts citing freight price pressures and revised assumptions for discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent commentary around Rumo has centered on freight pricing pressure and how that filters through to earnings expectations, valuation assumptions, and price targets.Uppdatering av berättelse • Jan 08
RAIL3: Freight Pricing Pressure Will Set Up Potential Upside Reassessment
Narrative Update on Rumo Our analyst price target for Rumo moves from R$31.70 to R$27.00, as analysts factor in more moderate revenue growth assumptions, a slightly higher discount rate and ongoing pressure on freight prices highlighted in recent Street research. Analyst Commentary Recent Street research on Rumo has been cautious on near term freight pricing, yet the new R$27.00 target remains above the R$20 reference from JPMorgan, which signals some residual optimism around the company’s ability to execute on its plan over time.Analysartikel • Dec 22
Rumo (BVMF:RAIL3) Shareholders Will Want The ROCE Trajectory To Continue
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Uppdatering av berättelse • Dec 22
RAIL3 Stronger Profit Margins Will Support A More Optimistic Outlook
Narrative Update on Rumo Analysts have modestly raised their price target on Rumo to R$16.50, reflecting higher expected profitability and a slightly improved valuation multiple despite slower projected revenue growth. Valuation Changes Fair Value Estimate remains unchanged at R$16.50, indicating no revision to the intrinsic price target.Uppdatering av berättelse • Dec 08
RAIL3: Future Profitability Will Improve As Margins Expand
Analysts have slightly reduced their price target on Rumo to reflect a modest downward revision in fair value and revenue growth assumptions, partially offset by expectations for improved profit margins and a lower future price-to-earnings multiple. Valuation Changes Fair Value: reduced slightly from R$22.56 to R$21.84 per share, reflecting a modest downward revision in intrinsic valuation.Uppdatering av berättelse • Nov 24
RAIL3: Future Profitability Will Strengthen As Margins Stabilize
Rumo's Analyst Price Target Sees Modest Adjustment Analysts have slightly lowered their price target for Rumo from $23.02 to $22.56. This reflects more cautious expectations on revenue growth and profit margins in their latest assessment.Analysartikel • Nov 16
Rumo S.A.'s (BVMF:RAIL3) Price Is Out Of Tune With Revenues
Rumo S.A.'s ( BVMF:RAIL3 ) price-to-sales (or "P/S") ratio of 2.2x may not look like an appealing investment...Analysartikel • Oct 29
Is Rumo (BVMF:RAIL3) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Uppdatering av berättelse • Sep 14
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
The slight reduction in Rumo's fair value target to R$23.02 primarily reflects lowered consensus revenue growth expectations, despite some improvement in net profit margin. Valuation Changes Summary of Valuation Changes for Rumo The Consensus Analyst Price Target has fallen slightly from R$23.68 to R$23.02.Uppdatering av berättelse • Aug 30
Mato Grosso Rail Investment Will Boost Brazilian Food Exports
Rumo’s consensus price target was revised downward to R$24.09, reflecting a weakening in fundamentals as the company’s net profit margin declined and its future P/E multiple increased. What's in the News Rumo S.A. announced an annual dividend of BRL 0.8104 per share.Analysartikel • Aug 14
The Strong Earnings Posted By Rumo (BVMF:RAIL3) Are A Good Indication Of The Strength Of The Business
BOVESPA:RAIL3 1 Year Share Price vs Fair Value Explore Rumo's Fair Values from the Community and select yours Rumo...Analysartikel • Aug 04
Rumo S.A.'s (BVMF:RAIL3) Share Price Not Quite Adding Up
Rumo S.A.'s ( BVMF:RAIL3 ) price-to-sales (or "P/S") ratio of 2.2x may not look like an appealing investment...Analysartikel • Jul 14
The Return Trends At Rumo (BVMF:RAIL3) Look Promising
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...Analysartikel • Jun 01
Rumo (BVMF:RAIL3) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Ny berättelse • Dec 02
Decisive Expansion In Mato Grosso And Infrastructure Investments Set To Boost Revenue Growth
Expansion projects and infrastructure investments are set to boost transported volumes and yields, driving long-term revenue growth.Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 15,411 | 2,640 | 1,368 | 4,865 | 10 |
| 12/31/2027 | 15,149 | 2,405 | -445 | 5,524 | 14 |
| 12/31/2026 | 14,748 | 1,776 | -1,747 | 4,607 | 12 |
| 3/31/2026 | 14,163 | 1,040 | 1,085 | 7,190 | N/A |
| 12/31/2025 | 13,848 | 847 | 1,045 | 7,142 | N/A |
| 9/30/2025 | 13,961 | 374 | 544 | 7,060 | N/A |
| 6/30/2025 | 13,894 | 645 | 819 | 7,328 | N/A |
| 3/31/2025 | 13,757 | -1,428 | 1,185 | 7,475 | N/A |
| 12/31/2024 | 13,936 | -959 | 2,172 | 7,665 | N/A |
| 9/30/2024 | 13,089 | -696 | 2,204 | 7,036 | N/A |
| 6/30/2024 | 12,512 | -896 | 2,378 | 6,590 | N/A |
| 3/31/2024 | 11,700 | 1,015 | 2,196 | 5,925 | N/A |
| 12/31/2023 | 10,938 | 720 | 1,761 | 5,451 | N/A |
| 9/30/2023 | 10,542 | 962 | 2,054 | 5,263 | N/A |
| 6/30/2023 | 10,317 | 788 | 2,065 | 5,033 | N/A |
| 3/31/2023 | 10,019 | 655 | 1,793 | 4,747 | N/A |
| 12/31/2022 | 9,842 | 515 | 2,113 | 4,831 | N/A |
| 9/30/2022 | 9,134 | -111 | 2,070 | 4,748 | N/A |
| 6/30/2022 | 8,149 | -367 | 1,180 | 4,026 | N/A |
| 3/31/2022 | 7,900 | -88 | 724 | 3,932 | N/A |
| 12/31/2021 | 7,440 | 151 | -113 | 3,340 | N/A |
| 9/30/2021 | 7,589 | 536 | -555 | 3,195 | N/A |
| 6/30/2021 | 7,676 | 650 | -60 | 3,614 | N/A |
| 3/31/2021 | 7,289 | 742 | -45 | 3,310 | N/A |
| 12/31/2020 | 6,966 | 297 | -73 | 2,906 | N/A |
| 9/30/2020 | 6,968 | 496 | 649 | 3,196 | N/A |
| 6/30/2020 | 6,976 | 699 | 930 | 3,175 | N/A |
| 3/31/2020 | 6,876 | 479 | 1,067 | 3,028 | N/A |
| 12/31/2019 | 7,088 | 778 | N/A | 3,525 | N/A |
| 9/30/2019 | 7,070 | 711 | N/A | 3,240 | N/A |
| 6/30/2019 | 6,887 | 570 | N/A | 3,022 | N/A |
| 3/31/2019 | 6,823 | 350 | N/A | 2,924 | N/A |
| 12/31/2018 | 6,585 | 264 | N/A | 2,705 | N/A |
| 9/30/2018 | 6,530 | 75 | N/A | 2,592 | N/A |
| 6/30/2018 | 6,302 | -75 | N/A | 2,325 | N/A |
| 3/31/2018 | 6,144 | -71 | N/A | 2,067 | N/A |
| 12/31/2017 | 5,946 | -261 | N/A | 2,311 | N/A |
| 9/30/2017 | 5,230 | -619 | N/A | 1,649 | N/A |
| 6/30/2017 | 4,802 | -884 | N/A | 1,550 | N/A |
| 3/31/2017 | 4,492 | -1,037 | N/A | 1,432 | N/A |
| 12/31/2016 | 4,312 | -1,063 | N/A | 1,213 | N/A |
| 9/30/2016 | 4,487 | -994 | N/A | 1,591 | N/A |
| 6/30/2016 | 4,418 | -968 | N/A | 1,394 | N/A |
| 3/31/2016 | 4,325 | -1,221 | N/A | 1,536 | N/A |
| 12/31/2015 | 4,149 | -1,177 | N/A | 1,339 | N/A |
| 9/30/2015 | 3,910 | -2,800 | N/A | -45 | N/A |
| 6/30/2015 | 3,708 | -2,631 | N/A | 287 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: RAIL3 s prognostiserade vinsttillväxt ( 31.7% per år) är över sparkvoten ( 12.4% ).
Resultat vs marknad: RAIL3 s intäkter ( 31.7% per år) förväntas växa snabbare än marknaden för BR ( 12.8% per år).
Höga tillväxtresultat: RAIL3 s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: RAIL3 s intäkter ( 3.1% per år) förväntas växa långsammare än marknaden för BR ( 6.9% per år).
Hög tillväxtintäkter: RAIL3 s intäkter ( 3.1% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: RAIL3 s avkastning på eget kapital förväntas bli låg om 3 år ( 14.8 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/26 14:55 |
| Aktiekurs vid dagens slut | 2026/05/25 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Rumo S.A. bevakas av 23 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mauro Suarez | Alliance Global Partners |
| Daniel Spilberg | Barclays |
| Rogério Araújo | BofA Global Research |