Bemobi Mobile Tech S.A.

BOVESPA:BMOB3 Stok Raporu

Piyasa değeri: R$1.9b

Bemobi Mobile Tech Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

Bemobi Mobile Tech yıllık ortalama 19.5% oranında kazançlarını artırırken, Entertainment sektöründe kazançlar growing at 53.5% annual. Gelirler growing yılda ortalama 17.2% oranında artmaktadır. Bemobi Mobile Tech'in özkaynak karlılığı 17.7% ve net marjı 8.5%'dir.

Anahtar bilgiler

19.54%

Kazanç büyüme oranı

19.88%

EPS büyüme oranı

Entertainment Sektör Büyümesi14.25%
Gelir büyüme oranı17.21%
Özkaynak getirisi17.74%
Net Marj8.49%
Sonraki Kazanç Güncellemesi12 Nov 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi May 19

Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...

Recent updates

Anlatı Güncellemesi Jun 15

BMOB3: Future Returns Will Balance Softer Revenue With Higher P/E Expectations

Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$24.00 from R$22.00, citing updated assumptions for the company's discount rate, revenue trends, profit margins and future P/E. What's in the News A board meeting is scheduled for May 15, 2026 to review the distribution and payment of first quarter 2026 interest on equity totaling INR 16,000,000.
Anlatı Güncellemesi Jun 01

BMOB3: Future Returns Will Rely On IoE Payouts And Stable Margins

Analysts have maintained their fair value estimate for Bemobi Mobile Tech at R$30.45. The updated price target reflects slightly lower projected revenue growth and profit margins, along with a higher assumed future P/E multiple.
Analiz Makalesi May 19

Bemobi Mobile Tech (BVMF:BMOB3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) robust earnings report didn't manage to move the market for its stock. Our...
Anlatı Güncellemesi May 05

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have maintained their R$30.45 price target for Bemobi Mobile Tech, making only minor adjustments to assumptions for the discount rate, long-term revenue growth, profit margin and forward P/E ratio, rather than indicating a change in their overall view of the stock. Valuation Changes Fair Value: R$30.45 is unchanged, indicating no revision to the central valuation output.
Anlatı Güncellemesi Apr 20

BMOB3: Future Returns Will Rely On Stable Margins And Lower Risk

Analysts have raised their price target on Bemobi Mobile Tech from R$28.63 to R$30.45, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline, a modestly higher profit margin, and a reduced future P/E multiple. Valuation Changes Fair Value: R$28.63 to R$30.45, reflecting a modest uplift in the target level.
Anlatı Güncellemesi Apr 06

BMOB3: Future Returns Will Be Pressured By Softer Revenue Outlook

Analysts have kept the R$22.00 price target unchanged for Bemobi Mobile Tech, highlighting slightly lower assumed revenue growth and discount rate, along with a modestly higher profit margin and a small adjustment to the future P/E multiple. Valuation Changes Fair Value: The R$22.00 price estimate is unchanged, so the overall valuation anchor remains the same.
Anlatı Güncellemesi Mar 23

BMOB3: Steady Fair Value And Easing Revenue Decline Will Support Upside

Analysts kept their R$35.00 fair value estimate for Bemobi Mobile Tech in place while updating inputs such as a slightly higher discount rate, a smaller revenue decline, a similar profit margin, and a lower future P/E assumption. This suggests their overall view on the stock's valuation remains broadly unchanged.
Anlatı Güncellemesi Mar 08

BMOB3: Stable Fair Value Will Reflect Softer Revenue Decline And Margin Shift

Analysts have maintained their R$22.00 price target for Bemobi Mobile Tech, citing updated assumptions that reflect a slightly smaller expected revenue decline, a modest improvement in profit margins, and a slightly lower future P/E multiple. Valuation Changes Fair Value: The R$22.00 fair value is unchanged, keeping the anchor point for the analysis steady.
Anlatı Güncellemesi Feb 21

BMOB3: Stable Fair Value And Slightly Higher Margins Will Support Upside

Analysts kept their R$35.00 price target for Bemobi Mobile Tech unchanged, citing only marginal tweaks to inputs such as discount rate, revenue trajectory, profit margin and assumed future P/E that did not materially affect their valuation view. Valuation Changes Fair Value: The fair value estimate remains unchanged at R$35.00.
Anlatı Güncellemesi Feb 07

BMOB3: Stable Fair Value And Higher Margin Assumptions Will Support Upside

Analysts have kept their fair value estimate for Bemobi Mobile Tech steady at $35.00, pointing to slightly lower required returns, along with a small improvement in projected profit margin and future P/E assumptions, as the key drivers behind the unchanged target. Valuation Changes Fair Value Estimate: Unchanged at R$35.00, indicating no adjustment to the analyst central valuation.
Anlatı Güncellemesi Jan 24

BMOB3: Higher Future P/E Will Likely Leave Shares Overvalued

Analysts have raised their fair value estimate for Bemobi Mobile Tech to R$22.00 from R$18.00, citing updated assumptions around the discount rate, revenue trends, profit margins and a higher future P/E multiple. Valuation Changes Fair Value Estimate was raised from R$18.00 to R$22.00, implying a higher assessed worth for Bemobi Mobile Tech shares based on updated assumptions.
Analiz Makalesi Jan 22

Is Bemobi Mobile Tech (BVMF:BMOB3) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi Jan 09

BMOB3: Higher Future P/E Will Support A More Optimistic Outlook

Analysts have increased their fair value estimate for Bemobi Mobile Tech from R$27.00 to R$35.00, citing adjustments to discount rate assumptions, expectations for revenue contraction, profit margin outlook, and future P/E levels as the main drivers of the revision. Valuation Changes Fair Value Estimate raised from R$27.00 to R$35.00, representing a sizeable upward revision in the target valuation range.
Anlatı Güncellemesi Dec 18

BMOB3: Future Discount Rate Will Ease While Earnings Multiple Remains Supportive

Analysts have slightly raised their price target for Bemobi Mobile Tech to R$28.63 from R$28.63, reflecting a higher required discount rate and modestly richer forward P/E assumptions despite unchanged fair value and operating forecasts. Valuation Changes Fair Value Estimate, unchanged at R$28.63 per share, indicating no revision to the intrinsic valuation despite other model adjustments.
Anlatı Güncellemesi Dec 04

BMOB3: Future Risk Profile Will Improve While Margins Remain Resilient

Analysts have trimmed their price target on Bemobi Mobile Tech slightly, to about R$28.63 from roughly R$28.83. They cited an improved risk profile from a lower discount rate and marginally stronger profit margin expectations, which are partially offset by a higher anticipated future P/E multiple.
Anlatı Güncellemesi Nov 20

BMOB3: Fair Value Is Projected To Rise Amid Stable Profitability

Analysts have increased their price target for Bemobi Mobile Tech from R$26.17 to R$28.83, citing modest improvements in fair value projections. This comes despite minimal adjustments to revenue growth and profit margin expectations.
Anlatı Güncellemesi Nov 05

BMOB3: Revenue Outlook Improvements Will Drive New Market Expansion

Narrative Update on Bemobi Mobile Tech Analysts have raised their price target for Bemobi Mobile Tech from R$23.00 to R$26.17, citing improved revenue outlook and modest adjustments to key valuation metrics. Valuation Changes Fair Value Estimate has increased from R$23.00 to R$26.17, reflecting an improved outlook.
Analiz Makalesi Jul 04

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 14.2x might make it look like a sell...
User avatar
Yeni Anlatı Jan 20

European Expansion And Payments Integration Will Strengthen Future Prospects

Expanding into new European markets and strengthening Brazil's client base is expected to drive significant revenue growth.
Analiz Makalesi Mar 31

Analysts Have Just Cut Their Bemobi Mobile Tech S.A. (BVMF:BMOB3) Revenue Estimates By 24%

Market forces rained on the parade of Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) shareholders today, when the analysts...
Analiz Makalesi Mar 22

Concerns Surrounding Bemobi Mobile Tech's (BVMF:BMOB3) Performance

The stock price didn't jump after Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) posted decent earnings last week. Our analysis...
Analiz Makalesi Mar 23

We Think That There Are Some Issues For Bemobi Mobile Tech (BVMF:BMOB3) Beyond Its Promising Earnings

Bemobi Mobile Tech S.A. ( BVMF:BMOB3 ) just released a solid earnings report, and the stock displayed some strength...
Analiz Makalesi May 10

Getting In Cheap On Bemobi Mobile Tech S.A. (BVMF:BMOB3) Is Unlikely

Bemobi Mobile Tech S.A.'s ( BVMF:BMOB3 ) price-to-earnings (or "P/E") ratio of 24.2x might make it look like a sell...

Gelir ve Gider Dağılımı

Bemobi Mobile Tech nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

BOVESPA:BMOB3 Gelir, gider ve kazançlar (BRL Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
30 Jun 261,8811603080
31 Mar 261,7921602950
31 Dec 251,6961572760
30 Sep 251,6341472500
30 Jun 251,5771262320
31 Mar 251,5331292180
31 Dec 241,4981192080
30 Sep 241,4451192060
30 Jun 241,3901131980
31 Mar 241,344912000
31 Dec 231,308872030
30 Sep 231,308692010
30 Jun 231,356912080
31 Mar 231,413822020
31 Dec 221,476861960
30 Sep 221,418871890
30 Jun 221,119691600
31 Mar 22805821310
31 Dec 2148975960
30 Sep 2126358560
31 Mar 2117435210
31 Dec 2017236290
30 Sep 2015137250
31 Dec 1915536230
31 Dec 1814389130
31 Dec 1712747120
31 Dec 1613448110

Kaliteli Kazançlar: BMOB3 yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: BMOB3 'nin mevcut net kar marjları (8.5%) geçen yılın (8%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: BMOB3 şirketinin kazancı son 5 yılda yılda 19.5% oranında arttı.

Büyüme Hızlandırma: BMOB3 'un son bir yıldaki kazanç büyümesi ( 26.8% ) 5 yıllık ortalamasını (yıllık 19.5% ) aşıyor.

Kazançlar vs. Sektör: BMOB3 geçen yılki kazanç büyümesi ( 26.8% ) Entertainment sektörünün 26.8% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: BMOB3 'nin Özsermaye Getirisi ( 17.7% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/14 21:26
Gün Sonu Hisse Fiyatı2026/08/13 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Bemobi Mobile Tech S.A. 5 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Carlos Palhares SequeiraBTG Pactual
Osni CarfiBTG Pactual
Maria InfantozziItau BBA