Contraste
Acessibility 
Average Target Price - R$ 6.37
| Consensus | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 28,081 | R$ 29,465 |
| Gross margin (%) | 30.5% | 31.1% |
| Adjusted EBITDA (R$ million) | R$ 1,861 | R$ 2,551 |
| Financial result (R$ million) | -R$ 2,206 | -R$ 2,225 |
| Net income (R$ million) | -R$ 918 | -R$ 585 |
TARGET PRICE (Sell) - R$ 6.70
| Banco do Brasil projections | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 26,977 | R$ 28,147 |
| Gross margin (%) | 30.7% | 29.8% |
| Adjusted EBITDA (R$ million) | R$ 1,983 | R$ 2,210 |
| Financial result (R$ million) | R$ (1,743) | R$ (1,934) |
| Net income (R$ million) | R$ (625) | R$ (613) |
TARGET PRICE (Sell) - R$ 4.50
| BofA Merrill Lynch projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 25,835 | R$ 27,151 |
| Gross margin (%) | – | – |
| Adjusted EBITDA (R$ million) | R$ 1,362 | R$ 1,702 |
| Financial result (R$ million) | -R$ 1,677 | -R$ 1,746 |
| Net income (R$ million) | -R$ 835 | -R$ 742 |
TARGET PRICE (Neutral) - R$ 9.00
| Bradesco projections | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 28,697 | R$ 30,512 |
| Gross margin (%) | – | – |
| Adjusted EBITDA (R$ million) | R$ 2,058 | R$ 3,008 |
| Financial result (R$ million) | – | – |
| Net income (R$ million) | -R$ 1.086 | R$ 0 |
TARGET PRICE (Neutral) - R$ 9.00
| BTG Pactual projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 28,083 | R$ 30,204 |
| Gross margin (%) | 30.1% | 31.0% |
| Adjusted EBITDA (R$ million) | R$ 1,845 | R$ 2,680 |
| Financial result (R$ million) | R$ (2,160) | R$ (2,252) |
| Net income (R$ million) | R$ (1.024) | R$ (204) |
TARGET PRICE (Neutral) - R$ 5.10
| Citi projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 26,636 | R$ 28,129 |
| Gross margin (%) | 31.1% | 31.5% |
| Adjusted EBITDA (R$ million) | R$ 2,008 | R$ 2,533 |
| Financial result (R$ million) | – | – |
| Net income (R$ million) | -R$ 726 | -R$ 489 |
TARGET PRICE (Sell) - R$ 4.00
| Genial projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 28,156 | R$ 29,715 |
| Gross margin (%) | 30.40% | 31.10% |
| Adjusted EBITDA (R$ million) | R$ 2,114 | R$ 2,692 |
| Financial result (R$ million) | -R$ 2,510 | -R$ 2,326 |
| Net income (R$ million) | -R$ 1,274 | -R$ 602 |
TARGET PRICE (Sell) - R$ 5.40
| Goldman Sachs projections | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 26,678 | R$ 28,153 |
| Gross margin (%) | – | – |
| Adjusted EBITDA (R$ million) | R$ 1,466 | R$ 2,076 |
| Financial result (R$ million) | – | – |
| Net income (R$ million) | -R$ 957 | -R$ 1,263 |
TARGET PRICE (Neutral) - R$ -
| J.P. Morgan projections | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 33,645 | R$ 36,425 |
| Gross margin (%) | – | 32.1% |
| Adjusted EBITDA (R$ million) | – | R$ 3,570 |
| Financial result (R$ million) | R$ (2,869) | R$ (2,654) |
| Net income (R$ million) | R$ (376) | R$ (78) |
TARGET PRICE (Sell) - -
| Morgan Stanley projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 26.695 | R$ 28.148 |
| Gross margin (%) | 30.5% | 30.7% |
| Adjusted EBITDA (R$ million) | R$ 1,843 | R$ 2,228 |
| Financial result (R$ million) | R$ (1,709) | R$ (2,218) |
| Net income (R$ million) | R$ (762) | R$ (806) |
TARGET PRICE (Neutral) - R$ 5.00
| Safra projections | 2024E | 2025E |
|---|---|---|
| Net sales (R$ million) | R$ 26,709 | R$ 28,297 |
| Gross margin (%) | 31.2% | 31.3% |
| Adjusted EBITDA (R$ million) | R$ 1,914 | R$ 2,600 |
| Financial result (R$ million) | – | – |
| Net income (R$ million) | -R$ 958 | -R$ 542 |
TARGET PRICE (Neutral) - R$ 7.00
| Santander projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 27,486 | R$ 29,236 |
| Gross margin (%) | 30.1% | 30.8% |
| Adjusted EBITDA (R$ million) | R$ 1,816 | R$ 2,760 |
| Financial result (R$ million) | -R$ 2,774< | -R$ 2,442 |
| Net income (R$ million) | -R$ 1.346 | -R$ 514 |
TARGET PRICE (Neutral) - R$ 8.00
| XP projections | 2024E | 2025E |
|---|---|---|
| Net sales(R$ million) | R$ 31.377 | – |
| Gross margin (%) | 29.70% | – |
| Adjusted EBITDA (R$ million) | R$ 2.066 | – |
| Financial result (R$ million) | – | – |
| Net income (R$ million) | -R$ 1.051 | -/td> |
