Tabela de Multiplos XP

a
a
a
a
a
Itaú Unibanco ITUB4 Marcel Campos Neutro 29 32.9 -0.1185410334 Acesse
a a te
Banco do Brasil BBAS3 Marcel Campos Compra 43 34.9 0.2320916905 Acesse aa tese do
Banrisul BRSR6 Marcel Campos Compra 19 14.17 0.3408609739 Acesse
a a tese
Bradesco BBDC4 Marcel Campos Compra 27 27.96 -0.0343347639 Acesse
a a tese
Santander Brasil SANB11 Marcel Campos Neutro 32 44.9 -0.2873051225 Acesse
a a tese
Cielo CIEL3 Marcel Campos Neutro 5 3.88 0.2886597938 Acesse
a a tese d
B3 B3SA3 Marcel Campos Neutro 21.67 17.17 26.2% a -
Méliuz CASH3 Marcel Campos Compra 48 43.7 0.0983981693 a ###
Banco BTG Pactual BPAC11 Sem cobertura - - 122.31 - a Link p
Banco Pan Tabela de
BPAN4 Sem cobertura - - 25.46 - a tese com
Acesse a tes
Múltiplos
Banco ABC Brasil ABCB4 Sem cobertura - - 17.81 - a
Itausa ITSA4 Sem cobertura - - 11.82 - Acesse
a a te
Média do setor - - - - - - Acesse
a a tese
Seguradoras Acesse
a a tese
BB Seguridade BBSE3 Sem cobertura Compra 35 25.14 0.3922036595 Acesseaa tese de
Porto Seguro PSSA3 Sem cobertura Neutro 57 55.35 0.0298102981 Acessea a tese de
SulAmerica SULA11 Sem cobertura Compra 58 36.19 0.6026526665 Acesse a atese de Bo
Média do setor - - - - - - Acesse
a a tese d
Alimentos e Bebidas a -
BRF BRFS3 Leonardo Alencar Compra 30 -
Atualizado em 28.92 0.0373443983 a
-
Ambev ABEV3 Leonardo Alencar Compra 17.15 19.01 -0.0978432404 a
Marfrig MRFG3 Leonardo Alencar Compra 03/05/2023
24 18.66 0.2861736334 a -
IMC MEAL3 Larissa Pérez Neutro 4 4.19 -0.0453460621 a -
Itaú Unibanco ITUB4 Marcel CamposNeutro 29 32.9 -0.118541033 Acesse a tese
Banco do Brasil BBAS3 Marcel CamposCompra 43 34.9 0.2320916905 Acesse a tese do Ba
Banrisul BRSR6 Marcel CamposCompra 19 14.17 0.3408609739 Acesse a tese do
Bradesco BBDC4 Marcel CamposCompra 27 27.96 -0.034334764 Acesse a tese do
Santander Brasil SANB11 Marcel CamposNeutro 32 44.9 -0.287305122 Acesse a tese do
Cielo CIEL3 Marcel CamposNeutro 5 3.88 0.2886597938 Acesse a tese do B
B3 B3SA3 Marcel CamposNeutro 21.67 17.17 0.262085032 -
Méliuz CASH3 Marcel CamposCompra 48 43.7 0.0983981693 ###
Banco BTG Pactual BPAC11 Sem cobertura - - 122.31 - Link par
Banco Pan BPAN4 Sem cobertura - - 25.46 - tese comp
Acesse a tese
Múltiplos
Banco ABC Brasil ABCB4 Sem cobertura - - 17.81 -
Itausa ITSA4 Sem cobertura - - 11.82 - Acesse a tese
Média do setor - - - - - - Acesse a tese d
Seguradoras Acesse a tese do
BB Seguridade BBSE3 Sem cobertura Compra 35 25.14 0.3922036595 Acesse a tese de Jal
Porto Seguro PSSA3 Sem cobertura Neutro 57 55.35 0.0298102981 Acesse a tese de S
SulAmerica SULA11 Sem cobertura Compra 58 36.19 0.6026526665 Acesse a tese de Boa
Média do setor - - - - - - Acesse a tese de
Alimentos e Bebidas -
BRF BRFS3 Leonardo AlencCompra 30 28.92 0.0373443983 -
Ambev ABEV3 Leonardo AlencCompra 17.15 19.01 -0.09784324 -
Marfrig MRFG3 Leonardo AlencCompra 24 18.66 0.2861736334 -
IMC MEAL3 Larissa Pérez Neutro 4 4.19 -0.045346062 -
Jalles Machado JALL3 Leonardo AlencCompra 14 9.3 0.5053763441 ###
São Martinho SMTO3 Larissa Pérez Compra 38 37.95 0.0013175231 Link par
Acesse a tese d
Buy
Neutral
- Preço Preço P/L EV/EBITDA Div Liq/EBITDA P/VP ROE Div. Yield
Companhia Ticker Setor Analista Recomendação Alvo Atual % Upside 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024
BrasilAgro AGRO3 Agro Leonardo Alencar Neutro 31.80 23.25 37% 12.2x 4.6x 5.1x 4.4x 0.2x 0.7x 0.9x 0.8x 7.3% 17.7% 4.1% 10.9%
Agrogalaxy AGXY3 Agro Leonardo Alencar Compra 16.10 6.99 130% 19.6x 14.3x 8.2x 8.0x 2.4x 2.7x 1.2x 1.1x 6.0% 8.0% 5.8% 7.9%
Jalles Machado JALL3 Agro Leonardo Alencar Compra 11.00 7.47 47% 6.3x 5.4x 2.6x 2.5x 0.0x 0.1x 1.1x 1.0x 18.0% 18.2% 2.9% 4.6%
Raizen RAIZ4 Agro Leonardo Alencar Compra 7.10 3.15 125% 5.7x 6.1x 5.2x 4.7x 1.5x 1.3x 1.3x 1.2x 22.0% 19.2% 11.6% 10.7%
SLC Agricola SLCE3 Agro Leonardo Alencar Compra 58.80 43.85 34% 5.4x 6.6x 4.2x 4.5x 0.0x 0.4x 1.4x 1.3x 26.3% 19.6% 8.7% 7.6%
São Martinho SMTO3 Agro Leonardo Alencar Compra 33.50 30.35 10% 8.5x 7.9x 4.7x 4.5x 0.4x 0.3x 1.6x 1.5x 19.1% 19.4% 4.4% 9.4%
Boa Safra SOJA3 Agro Leonardo Alencar Compra 16.20 10.93 48% 6.8x 6.8x 5.1x 4.1x 0.2x 0.3x 1.2x 1.0x 17.0% 14.6% 3.8% 4.8%
3tentos TTEN3 Agro Leonardo Alencar Compra 16.20 10.70 51% 7.6x 5.4x 5.8x 4.6x 0.3x 0.2x 1.5x 1.2x 19.7% 23.0% 0.0% 4.7%
Vittia VITT3 Agro Leonardo Alencar Compra 18.90 10.81 75% 8.5x 7.5x 8.1x 6.4x 1.2x 0.8x 2.2x 1.8x 25.7% 24.3% 3.8% 4.3%
Média 9.0x 7.2x 5.4x 4.8x 0.7x 0.8x 1.4x 1.2x 18% 18% 5% 7%
Ambev ABEV3 Alimentos e Bebidas Leonardo Alencar Compra 18.10 14.58 24% 16.3x 14.4x 8.3x 7.6x 0.9x 1.1x 2.5x 2.3x 15.1% 15.7% 3.1% 3.5%
Minerva BEEF3 Alimentos e Bebidas Leonardo Alencar Compra 17.50 8.50 106% 4.2x 3.4x 3.5x 3.2x 1.9x 1.6x 3.0x 2.1x 71.2% 61.2% 11.8% 14.6%
BRF BRFS3 Alimentos e Bebidas Leonardo Alencar Compra 8.60 6.32 36% 21.8x 10.4x 4.2x 3.8x 2.8x 2.4x 0.6x 0.5x 2.6% 5.1% 0.0% 0.0%
Camil CAML3 Alimentos e Bebidas Leonardo Alencar Compra 12.30 7.23 70% 8.0x 5.6x 5.7x 4.7x 2.6x 2.1x 0.8x 0.7x 9.6% 12.4% 2.9% 5.2%
JBS JBSS3 Alimentos e Bebidas Leonardo Alencar Compra 39.00 17.63 121% 6.2x 5.2x 4.9x 4.6x 3.2x 2.7x 0.7x 0.6x 11.4% 12.0% 4.9% 5.5%
M. Dias Branco MDIA3 Alimentos e Bebidas Leonardo Alencar Neutro 31.80 29.10 9% 9.9x 8.5x 7.7x 6.7x 0.6x 0.3x 1.3x 1.2x 13.3% 14.6% 2.8% 6.5%
Marfrig MRFG3 Alimentos e Bebidas Leonardo Alencar Compra 8.70 6.55 33% 3.8x 2.8x 11.5x 11.6x 4.0x 3.9x 0.2x 0.2x 5.8% 7.4% 0.0% 11.3%
Média 10.0x 7.2x 6.5x 6.0x 2.3x 2.0x 1.3x 1.1x 18% 18% 4% 7%
Banco do Brasil BBAS3 Bancos Bernardo Guttmann Compra 61.00 41.71 46% 3.6x 3.5x - - - - 0.7x 0.6x 18.3% 17.2% 11.0% 11.5%
Bradesco BBDC4 Bancos Bernardo Guttmann Neutro 18.00 13.75 31% 5.4x 4.3x - - - - 0.8x 0.7x 14.2% 16.0% 5.5% 7.0%
BTG Pactual BPAC11 Bancos Bernardo Guttmann Neutro 30.00 22.66 32% 11.0x 9.6x - - - - 2.2x 1.9x 20.0% 20.0% 2.5% 2.9%
BR Partners BRBI11 Bancos Bernardo Guttmann Compra 17.00 10.27 66% 6.2x 5.5x - - - - 1.3x 1.2x 21.2% 22.2% 11.4% 12.8%
Inter INBR32 Bancos Bernardo Guttmann Compra 18.00 8.58 110% - - - - - - - - 5.4% 8.4%
Itaú Unibanco ITUB4 Bancos Bernardo Guttmann Compra 34.00 24.86 37% 6.3x 5.5x - - - - 1.2x 1.0x 18.9% 18.6% 4.0% 5.4%
Nubank NUBR33 Bancos Bernardo Guttmann Neutro 4.00 4.26 -6% 11.4x 4.1x - - - - 0.8x 0.7x 7.1% 17.1% 0.0% 6.1%
Santander SANB11 Bancos Bernardo Guttmann Neutro 34.00 26.55 28% 7.0x 5.6x - - - - 1.1x 1.0x 15.6% 17.9% 7.1% 9.0%
Média 7.3x 5.4x - - - - 1.1x 1.0x 15% 17% 6% 8%
B3 B3SA3 Inst. Financeiras Bernardo Guttmann Neutro 14.00 11.51 22% 14.8x 11.9x 9.0x 7.7x 0.2x 0.3x 3.6x 3.6x 24.3% 30.2% 7.6% 8.4%
Meliuz CASH3 Inst. Financeiras Bernardo Guttmann Compra 2.00 0.81 147% -58.5x 13.5x 0.5x -1.1x -7.8x 20.2x 0.9x 0.9x -1.6% 6.4% 0.0% 0.0%
Média -21.9x 12.7x 4.7x 3.3x -3.8x 10.2x 2.3x 2.2x 11% 18% 4% 4%
Aeris AERI3 Bens de Capital Lucas Laghi Compra 4.00 1.45 176% 6.1x 4.1x 4.5x 3.8x 1.7x 1.0x 1.0x 0.9x 16.5% 22.2% 8.2% 14.6%
Embraer EMBR3 Bens de Capital Lucas Laghi Compra 22.50 18.74 20% 79.2x 50.4x 38.9x 32.6x 1.8x 1.3x 4.7x 4.4x 5.9% 8.7% 0.3% 0.5%
Fras-Le FRAS3 Bens de Capital Lucas Laghi Neutro 11.00 9.29 18% 9.0x 8.2x 4.6x 4.3x 0.9x 1.0x 11.1x 11.1x 123.3% 134.3% 0.0% 0.0%
Kepler Weber KEPL3 Bens de Capital Lucas Laghi Compra 30.00 6.94 332% 6.5x 5.7x 3.8x 3.3x 1.3x 1.2x 1.6x 1.4x 24.7% 24.5% 7.7% 8.7%
Iochp-Maxion MYPK3 Bens de Capital Lucas Laghi Neutro 13.00 11.52 13% 4.2x 3.3x 4.1x 3.6x 1.7x 0.8x - - - - 0.0% 0.0%
Marcopolo POMO4 Bens de Capital Lucas Laghi Compra 4.50 3.86 17% 10.6x 7.8x 6.3x 5.7x 0.0x 0.0x 1.0x 1.0x 9.5% 12.5% 5.2% 9.1%
Randon RAPT4 Bens de Capital Lucas Laghi Compra 11.00 8.65 27% 12.3x 6.3x 4.3x 3.6x 0.0x 0.0x 1.0x 1.0x 8.1% 15.8% 0.0% 0.0%
Tupy TUPY3 Bens de Capital Lucas Laghi Compra 43.00 21.80 97% 5.2x 4.2x 3.2x 2.8x 2.0x 1.9x 0.8x 0.7x 14.8% 16.6% 9.7% 17.8%
Weg WEGE3 Bens de Capital Lucas Laghi Compra 45.00 39.90 13% 33.0x 28.8x 25.3x 22.1x 0.1x 0.2x 37.9x 24.6x 114.6% 85.6% - -
Média 18.4x 13.2x 10.5x 9.1x 1.1x 0.8x 7.4x 5.6x 40% 40% 4% 6%
Cury CURY3 Construtoras Ygor Altero Compra 17.00 11.43 49% 6.6x 5.9x 5.3x 4.7x 0.7x 0.5x 3.5x 2.7x 53.1% 45.8% 6.0% 7.6%
Cyrela CYRE3 Construtoras Ygor Altero Compra 33.00 14.90 121% 4.8x 4.2x 6.5x 6.1x 0.7x 0.4x 0.8x 0.7x 16.6% 17.7% 9.9% 12.7%
Direcional DIRR3 Construtoras Ygor Altero Compra 22.00 14.77 49% 6.6x 5.3x 4.2x 3.9x 0.5x 0.5x 1.4x 1.3x 21.9% 24.0% 3.4% 7.6%
Even EVEN3 Construtoras Ygor Altero Neutro 13.00 4.87 167% 3.1x 2.8x 4.8x 4.6x 2.3x 2.7x 0.5x 0.5x 16.1% 16.6% 21.6% 24.5%
EZTec EZTC3 Construtoras Ygor Altero Compra 48.00 14.23 237% 2.0x 2.3x 1.8x 2.1x 0.4x 0.9x 0.5x 0.5x 26.5% 21.3% 20.8% 22.6%
Lavvi LAVV3 Construtoras Ygor Altero Compra 11.50 5.20 121% 3.6x 2.7x 2.4x 1.8x 1.1x 1.1x 0.6x 0.5x 17.2% 20.5% 5.0% 7.0%
Melnick MELK3 Construtoras Ygor Altero Compra 9.00 3.32 171% 4.0x 2.9x 3.0x 2.2x 1.3x 0.6x 0.5x 0.5x 12.8% 16.2% 10.9% 15.0%
MRV MRVE3 Construtoras Ygor Altero Compra 17.00 7.01 143% 4.4x 3.6x 8.6x 7.2x 0.8x 0.4x 0.5x 0.4x 10.9% 12.3% 1.7% 7.8%
Plano & Plano PLPL3 Construtoras Ygor Altero Compra 7.00 6.00 17% 6.2x 5.6x 5.5x 5.2x 0.8x 0.4x 2.2x 1.7x 34.6% 30.0% 2.8% 4.0%
Tenda TEND3 Construtoras Ygor Altero Neutro 11.00 5.93 85% -3.0x 11.6x 25.8x 5.9x 17.9x 3.6x 0.8x 0.8x -26.7% 6.7% 0.0% 4.3%
Trisul TRIS3 Construtoras Ygor Altero Compra 14.00 3.36 317% 1.8x 1.5x 3.0x 2.6x 0.6x 0.4x 0.4x 0.3x 19.7% 20.3% 12.6% 16.7%
Média 3.6x 4.4x 6.4x 4.2x 2.5x 1.0x 1.1x 0.9x 18% 21% 9% 12%
Anima ANIM3 Educação Rafael Barros Compra 11.20 2.02 454% 7.3x 2.7x 4.3x 3.8x 3.3x 2.9x 0.2x 0.2x 3.2% 8.4% 0.0% 0.0%
Cogna COGN3 Educação Rafael Barros Neutro 3.10 1.91 62% -36.8x 26.5x 6.8x 6.0x 3.7x 3.2x 0.3x 0.3x -0.7% 1.0% 0.0% 0.0%
Cruzeiro do Sul CSED3 Educação Rafael Barros Compra 11.40 2.39 377% 4.9x 3.0x 1.6x 1.4x 2.3x 1.8x 0.5x 0.5x 10.8% 15.4% 2.2% 4.2%
Ser Educacional SEER3 Educação Rafael Barros Compra 18.20 3.00 507% 3.2x 2.1x 1.8x 1.6x 2.4x 2.1x 0.2x 0.2x 7.5% 10.5% 6.2% 12.5%
YDUQS YDUQ3 Educação Rafael Barros Compra 33.70 8.17 312% 4.8x 3.1x 3.6x 3.1x 2.1x 1.8x 0.6x 0.6x 13.3% 18.2% - -
Média -3.3x 7.5x 3.6x 3.2x 2.8x 2.4x 0.4x 0.3x 7% 11% 2% 4%
AES Brasil AESB3 Elétricas Maíra Maldonado Compra 15.00 10.97 37% 12.4x 7.5x 7.6x 6.8x 3.8x 3.0x 2.0x 1.8x 15.9% 23.5% 4.8% 7.2%
The data of the companies that are not under XP coverage come from the consensus according to Bloomberg. The sector averages are market cap weighted.
Buy
Neutral
Alupar ALUP11 Elétricas Maíra Maldonado Compra 30.00 27.54 9% 25.3x 14.4x 7.3x 6.9x 3.2x 2.8x 1.9x 1.9x 7.6% 13.4% 3.9% 7.0%
Auren AURE3 Elétricas Maíra Maldonado Compra 17.00 15.69 8% 13.8x 15.8x 10.4x 10.5x 0.0x 0.0x - - - - 0.0% 0.0%
Cemig CMIG4 Elétricas Maíra Maldonado Neutro 13.00 12.22 6% 17.5x 14.4x 8.5x 7.5x 2.2x 1.7x 1.7x 1.6x 9.6% 11.1% 2.9% 3.5%
Copel CPLE6 Elétricas Maíra Maldonado Compra 8.00 7.87 2% 7.8x 7.5x 5.6x 5.4x 0.0x 0.2x 0.8x 0.8x 10.8% 10.8% 8.3% 8.6%
Engie Brasil EGIE3 Elétricas Maíra Maldonado Neutro 49.00 41.72 17% 7.3x 6.9x 6.2x 6.2x 0.0x 0.0x - - - 1.0% 13.1% 13.7%
Eletrobras ELET3 Elétricas Maíra Maldonado Compra 71.00 33.13 114% 7.8x 5.9x 4.9x 4.4x 0.5x 0.8x 0.6x 0.6x 7.7% 10.5% 0.0% 0.0%
EDP Brasil ENBR3 Elétricas Maíra Maldonado Neutro 30.00 22.46 34% 12.8x 10.2x 9.0x 7.8x 0.0x 0.0x - - - - 4.8% 4.9%
Equatorial Energia EQTL3 Elétricas Maíra Maldonado Compra 30.00 26.40 14% 12.9x 9.2x 12.5x 12.0x 0.0x 0.0x - - - - 1.9% 2.7%
Ômega Geração MEGA3 Elétricas Maíra Maldonado Compra 17.00 9.02 88% 24.2x -5.2x 8.3x 7.5x 5.1x 3.9x 1.3x 1.7x 5.2% -32.1% 0.0% 0.0%
Taesa TAEE11 Elétricas Maíra Maldonado Neutro 37.00 36.09 3% 9.6x 9.3x 11.0x 10.4x 3.1x 2.6x 2.2x 2.1x 23.0% 22.7% 6.6% 10.0%
Isa Cteep TRPL4 Elétricas Maíra Maldonado Neutro 26.00 23.45 11% 11.3x 9.0x 7.5x 6.7x 1.7x 1.5x 2.5x 2.1x 21.9% 24.0% 7.4% 5.7%
Média - 13.5x 8.7x 8.2x 7.7x 1.6x 1.4x 1.6x 1.6x 13% 9% 4% 5%
Aura Minerals AURA33 Mineração e Siderurgia Lucas Laghi Compra 50.00 38.21 31% 29.5x 30.8x 18.3x 16.6x 0.3x 0.6x 6.5x 5.5x 22.0% 17.8% 0.8% 0.4%
Bradespar BRAP4 Mineração e Siderurgia Lucas Laghi Compra 32.80 22.44 46% - - - - - - - - - - 0.0% 0.0%
CBA CBAV3 Mineração e Siderurgia Lucas Laghi Compra 18.00 5.04 257% 3.2x 2.8x 2.3x 2.1x 0.8x 0.5x 0.5x 0.5x 16.5% 16.4% 8.1% 7.9%
CSN Mineração CMIN3 Mineração e Siderurgia Lucas Laghi Compra 7.80 4.47 74% 5.9x 6.0x 3.0x 3.0x 0.1x 0.0x 1.3x 1.2x 21.6% 20.2% 8.5% 13.3%
Gerdau GGBR4 Mineração e Siderurgia Lucas Laghi Compra 33.80 24.71 37% 7.9x 7.8x 4.3x 4.1x 0.4x 0.4x 0.9x 0.9x 11.5% 11.5% 13.1% 12.4%
Met. Gerdau GOAU4 Mineração e Siderurgia Lucas Laghi Compra 15.10 11.38 33% - - - - - - - - - - 0.0% 0.0%
Usiminas USIM5 Mineração e Siderurgia Lucas Laghi Neutro 15.49 7.20 115% 4.2x 4.0x 3.2x 3.1x 1.6x 1.9x 0.4x 0.3x 8.7% 8.5% 7.5% 5.9%
Vale VALE3 Mineração e Siderurgia Lucas Laghi Compra 97.10 69.00 41% 5.1x 5.0x 3.5x 3.5x 0.2x 0.5x 1.2x 1.0x 23.0% 20.6% 7.8% 7.6%
Média - 9.3x 9.4x 5.7x 5.4x 0.6x 0.6x 1.8x 1.6x 17% 16% 6% 6%
Klabin KLBN11 Papel e Celulose Lucas Laghi Compra 26.80 19.90 35% 5.5x 8.6x 3.9x 4.4x 2.3x 2.8x 1.5x 1.4x 27.9% 16.7% 7.2% 6.8%
Irani RANI3 Papel e Celulose Lucas Laghi Neutro 9.40 8.04 17% 7.0x 11.7x 3.8x 4.5x 1.4x 1.5x 1.5x 1.4x 20.8% 11.6% 4.6% 2.9%
Suzano SUZB3 Papel e Celulose Lucas Laghi Compra 72.87 40.10 82% 9.3x 10.4x 4.6x 5.2x 2.6x 2.8x 1.3x 1.2x 13.8% 11.2% 4.3% 2.6%
Média - 7.3x 10.2x 4.1x 4.7x 2.1x 2.4x 1.4x 1.3x 21% 13% 5% 4%
Iguatemi IGTI11 Shopping Ygor Altero Compra 28.00 20.39 37% 9.4x 6.7x 6.3x 5.8x 1.2x 0.9x 0.8x 0.7x 8.4% 11.1% 5.3% 7.4%
JHSF JHSF3 Shopping Ygor Altero Compra 9.70 3.83 153% 5.1x 3.6x 6.4x 5.0x 0.3x 0.2x 0.6x 0.5x 11.8% 15.2% 6.9% 9.9%
Log Comm. Prop. LOGG3 Shopping Ygor Altero Neutro 28.00 16.37 71% 22.2x 10.6x 15.6x 11.6x 6.0x 5.8x 0.4x 0.4x 2.0% 4.1% 0.0% 1.1%
Multiplan MULT3 Shopping Ygor Altero Compra 33.00 25.90 27% 17.0x 15.0x 11.5x 10.6x 0.8x 0.4x 2.2x 2.1x 13.1% 13.8% 3.0% 2.9%
Média - 13.4x 9.0x 9.9x 8.2x 2.1x 1.8x 1.0x 1.0x 9% 11% 4% 5%
Ambipar AMBP3 Saneamento Maíra Maldonado Compra 50.00 19.39 158% 5.7x 4.1x 6.0x 4.6x 2.1x 1.9x 1.5x 1.4x 26.4% 34.0% 1.6% 1.6%
Copasa CSMG3 Saneamento Maíra Maldonado Venda 17.00 17.26 -2% 8.9x 8.5x 4.9x 4.7x 1.5x 1.5x 0.8x 0.8x 9.0% 8.8% 2.8% 2.8%
Sanepar SAPR11 Saneamento Maíra Maldonado Neutro 26.00 19.08 36% 3.8x 3.5x 3.3x 3.1x 1.2x 1.2x 0.6x 0.5x 15.4% 15.1% 7.5% 8.2%
Sabesp SBSP3 Saneamento Maíra Maldonado Neutro 52.00 44.12 18% 8.5x 8.2x 5.0x 4.8x 1.9x 2.1x 1.1x 1.0x 12.5% 12.2% 6.1% 6.3%
Média - 7.9x 6.8x 5.3x 4.5x 1.7x 1.6x 1.6x 1.3x 19% 20% 4% 4%
Blau BLAU3 Saúde Rafael Barros Compra 47.00 18.73 151% 6.8x 5.5x 4.3x 3.5x 0.5x 0.3x 1.5x 1.3x 22.5% 24.3% 5.0% 8.4%
Dasa DASA3 Saúde Rafael Barros Compra 20.80 9.40 121% 215.6x 10.8x 5.5x 4.4x 4.5x 3.6x 1.0x 0.9x 0.4% 8.2% 1.9% 0.0%
Fleury FLRY3 Saúde Rafael Barros Neutro 29.00 14.47 100% 17.2x 14.9x 8.9x 8.3x 0.1x 0.4x 2.8x 2.5x 16.6% 16.7% 1.3% 1.4%
Hapvida HAPV3 Saúde Rafael Barros Compra 3.00 2.77 8% -22.3x 241.3x 11.3x 8.0x 5.5x 3.7x 0.4x 0.3x -1.9% 0.1% 0.1% 0.0%
Hypera HYPE3 Saúde Rafael Barros Compra 56.50 36.58 54% 11.9x 9.5x 10.0x 8.7x 2.1x 1.8x 1.9x 1.8x 16.3% 18.6% 3.4% 5.0%
Kora Saude KRSA3 Saúde Rafael Barros Neutro 1.27 1.08 18% 50.9x 10.9x 4.6x 4.0x 4.7x 4.1x 0.7x 0.6x 1.3% 5.8% 0.4% 0.0%
Mater Dei MATD3 Saúde Rafael Barros Compra 9.90 7.98 24% 12.7x 8.4x 5.8x 4.6x 2.5x 1.8x 1.6x 1.5x 12.8% 17.7% 1.3% 2.6%
Oncoclínicas ONCO3 Saúde Rafael Barros Compra 9.30 8.90 4% 20.3x 10.9x 6.9x 5.5x 3.0x 2.3x 1.6x 1.5x 7.9% 13.8% 0.3% 0.8%
Hermes Pardini PARD3 Saúde Rafael Barros Neutro 21.00 - - 13.0x 12.2x 6.6x 6.2x 0.5x 0.8x 2.1x 1.8x 15.9% 15.0% 1.6% 1.8%
Rede D'Or RDOR3 Saúde Rafael Barros Neutro 28.80 22.02 31% 20.1x 13.2x 8.0x 6.1x 2.8x 2.3x 3.1x 2.8x 15.5% 21.4% 0.5% 1.0%
Viveo VVEO3 Saúde Rafael Barros Compra 22.30 15.65 42% 13.5x 9.9x 5.8x 5.1x 2.9x 2.4x 1.8x 1.6x 13.1% 16.0% 3.7% 3.1%
Média - 32.7x 31.6x 7.0x 5.9x 2.7x 2.1x 1.7x 1.5x 11% 14% 2% 2%
Allied ALLD3 TMT Bernardo Guttmann Neutro 7.50 4.70 60% 4.3x 4.0x 3.0x 3.0x 1.3x 1.1x 0.3x 0.3x 6.3% 6.4% 5.8% 6.2%
Bemobi BMOB3 TMT Bernardo Guttmann Compra 25.00 14.01 78% 10.1x 8.3x 3.2x 2.8x 3.2x 3.3x 1.1x 1.0x 10.4% 11.7% 0.0% 2.8%
Brisanet BRIT3 TMT Bernardo Guttmann Neutro 4.55 2.49 83% 12.4x 22.7x 3.0x 2.4x 2.5x 2.8x 0.8x 0.7x 6.2% 3.3% 0.0% 0.0%
Desktop DESK3 TMT Bernardo Guttmann Compra 19.00 8.72 118% 8.3x 5.8x 3.3x 2.7x 1.9x 1.9x 1.0x 0.9x 11.7% 14.7% 2.8% 3.9%
Eletromidia ELMD3 TMT Bernardo Guttmann Compra 17.00 16.30 4% 21.5x 14.5x 8.6x 7.1x 1.1x 0.7x 2.2x 1.9x 10.1% 13.4% 0.0% 1.6%
Unifique FIQE3 TMT Bernardo Guttmann Compra 7.50 3.50 114% 7.0x 5.9x 2.4x 1.9x 0.3x 0.6x 1.1x 0.9x 15.1% 15.6% 3.3% 3.9%
G2D G2DI33 TMT Bernardo Guttmann Compra 7.30 1.90 284% - - - - - - - - - - 0.0% 0.0%
Intelbras INTB3 TMT Bernardo Guttmann Compra 40.00 24.27 65% 13.0x 9.9x 11.3x 9.3x 0.9x 1.0x 3.1x 2.5x 23.6% 24.8% 1.9% 1.6%
Locaweb LWSA3 TMT Bernardo Guttmann Neutro 7.49 5.40 39% 31.4x 19.3x 7.2x 5.5x 5.2x 3.3x 1.0x 1.0x 3.3% 5.2% 0.7% 1.2%
Positivo POSI3 TMT Bernardo Guttmann Compra 16.00 6.65 141% 3.0x 3.3x 3.0x 3.1x 1.6x 1.3x 0.6x 0.5x 18.9% 15.0% 5.7% 5.2%
Tim TIMS3 TMT Bernardo Guttmann Compra 18.00 14.09 28% 19.0x 14.0x 3.0x 2.9x 1.1x 0.8x 1.4x 1.4x 7.5% 10.2% 6.5% 7.1%
TOTVS TOTS3 TMT Bernardo Guttmann Compra 39.00 25.46 53% 23.2x 18.7x 13.1x 11.1x 1.7x 2.0x 2.9x 2.6x 12.4% 13.6% 1.0% 1.2%
Telefônica Brasil VIVT3 TMT Bernardo Guttmann Neutro 49.00 41.10 19% 16.9x 13.6x 4.1x 4.0x 0.5x 0.3x 1.0x 1.0x 6.0% 7.4% 5.3% 7.3%
Média - 14.2x 11.7x 5.4x 4.6x 1.8x 1.6x 1.4x 1.2x 11% 12% 3% 3%
Buy
Neutral
Azul AZUL4 Transportes Pedro Bruno Neutro 14.00 11.30 24% -1.8x -2.1x 5.3x 4.5x 5.1x 4.9x 0.2x 0.2x -9.5% -7.5% 0.0% 0.0%
CCR CCRO3 Transportes Pedro Bruno Neutro 15.00 13.70 9% 16.3x 15.4x 5.5x 5.7x 3.0x 3.1x 2.8x 2.5x 16.9% 16.5% 3.1% 3.3%
Ecorodovias ECOR3 Transportes Pedro Bruno Neutro 6.00 6.07 -1% 14.5x 6.6x 4.8x 3.9x 4.0x 3.5x 1.6x 1.3x 10.9% 20.0% 1.2% 2.8%
Gol GOLL4 Transportes Pedro Bruno Neutro 9.10 6.92 32% -3.7x -11.1x 3.1x 2.5x 4.8x 4.2x 0.1x 0.1x -3.5% -1.2% 0.0% 0.0%
Hidrovias do Brasil HBSA3 Transportes Pedro Bruno Compra 3.50 2.64 33% 21.1x 8.0x 6.9x 6.2x 4.6x 3.9x 1.2x 1.1x 5.7% 13.2% 0.0% 0.0%
JSL JSLG3 Transportes Pedro Bruno Compra 11.00 7.51 46% 9.3x 6.5x 6.0x 5.7x 3.5x 3.2x 1.4x 1.2x 14.6% 18.2% 2.7% 3.9%
Movida MOVI3 Transportes Pedro Bruno Compra 9.40 8.75 7% 6.7x 3.7x 3.6x 3.3x 3.2x 2.9x 0.8x 0.7x 11.5% 18.1% 3.7% 6.8%
Rumo RAIL3 Transportes Pedro Bruno Compra 24.00 19.94 20% 41.1x 20.8x 8.3x 7.0x 2.8x 2.3x 2.3x 2.1x 5.5% 10.0% 0.2% 0.6%
Localiza RENT3 Transportes Pedro Bruno Compra 73.00 56.65 29% 17.8x 13.2x 7.3x 6.0x 2.8x 2.8x 4.8x 3.9x 26.7% 29.4% 1.5% 2.9%
Simpar SIMH3 Transportes Pedro Bruno Compra 18.40 7.64 141% 4.3x 2.6x 4.2x 3.5x 3.6x 3.4x 0.8x 0.7x 19.6% 25.6% 4.4% 5.9%
Santos Brasil STBP3 Transportes Pedro Bruno Compra 11.00 8.50 29% 14.4x 12.4x 6.3x 5.4x 0.0x 0.1x 3.5x 3.5x 24.7% 28.6% 7.0% 8.1%
Vamos VAMO3 Transportes Pedro Bruno Compra 21.00 11.58 81% 15.6x 9.0x 5.8x 4.2x 3.2x 2.7x 3.3x 2.7x 21.3% 29.7% 2.1% 3.7%
Média - 13.0x 7.1x 5.6x 4.8x 3.4x 3.1x 1.9x 1.7x 12% 17% 2% 3%
Alpargatas ALPA4 Varejo Danniela Eiger Neutro 15.00 7.36 104% 12.2x 41.5x 6.6x 5.4x 1.1x 0.0x 0.8x 0.9x 6.8% 2.1% 2.1% 0.0%
Arezzo Co. ARZZ3 Varejo Danniela Eiger Compra 100.00 60.40 66% 12.0x 9.3x 8.6x 7.0x 0.6x 1.0x 2.2x 1.9x 18.7% 20.6% 2.8% 3.2%
Assai ASAI3 Varejo Danniela Eiger Compra 27.00 11.47 135% 10.3x 5.7x - - 2.0x 1.5x 3.1x 2.1x 29.6% 36.5% 1.3% 2.4%
C&A Modas CEAB3 Varejo Danniela Eiger Neutro 3.50 2.95 19% -12.8x 34.7x 1.5x 1.4x 1.3x 1.1x 0.3x 0.3x -2.6% 0.9% 2.9% 0.7%
Carrefour CRFB3 Varejo Danniela Eiger Neutro 20.00 9.46 111% 10.9x 7.0x 5.2x 4.6x 0.8x 0.6x 0.9x 0.8x 7.9% 11.2% 2.2% 3.4%
D1000 DMVF3 Varejo Danniela Eiger Neutro 5.00 3.32 51% 5.9x 4.7x 1.1x 0.9x 0.2x 0.2x 0.2x 0.2x 3.2% 3.9% 0.0% 0.0%
Enjoei ENJU3 Varejo Danniela Eiger Neutro 1.20 0.92 30% -7.4x -13.4x 3.7x 4.5x -7.8x -8.0x 0.5x 0.5x -7.0% -4.0% 0.0% 0.0%
Grupo Mateus GMAT3 Varejo Danniela Eiger Compra 10.00 5.22 92% 9.1x 6.2x 7.4x 5.1x 1.0x 0.8x 1.3x 1.1x 14.4% 17.6% 0.0% 0.0%
Guararapes GUAR3 Varejo Danniela Eiger Neutro 6.50 3.89 67% 11.5x 7.6x 2.7x 2.6x 2.0x 1.9x 0.4x 0.4x 3.2% 4.6% 3.7% 3.0%
Lojas Renner LREN3 Varejo Danniela Eiger Compra 28.00 14.57 92% 10.1x 7.5x 4.5x 3.5x 0.9x 0.8x 1.2x 1.1x 12.2% 14.6% 2.3% 3.1%
Magazine Luiza MGLU3 Varejo Danniela Eiger Neutro 5.00 3.34 50% -473.3x 25.7x 8.4x 7.2x 1.0x 0.5x 2.1x 2.0x -0.4% 7.7% 0.0% 0.9%
Multilaser MLAS3 Varejo Danniela Eiger Compra 6.00 1.97 205% 5.9x 23.2x 4.6x 3.0x 0.8x 0.7x 0.4x 0.4x 6.1% 1.6% 4.4% 0.0%
Grupo Natura NTCO3 Varejo Danniela Eiger Compra 22.00 10.85 103% 32.6x 13.4x 4.9x 4.0x 1.7x 1.2x 0.6x 0.6x 2.0% 4.6% 0.0% 2.1%
Pão de Açucar PCAR3 Varejo Danniela Eiger Neutro 19.00 14.09 35% 4.2x 3.7x 2.6x 2.3x 0.3x 0.3x 0.2x 0.2x 5.5% 6.2% 1.1% 1.0%
Petz PETZ3 Varejo Danniela Eiger Compra 10.00 5.76 74% 19.8x 11.4x 7.4x 5.5x 0.2x 0.0x 1.3x 1.3x 6.5% 11.3% 0.0% 1.2%
Pague Menos PGMN3 Varejo Danniela Eiger Neutro 7.00 2.87 144% 1.4x 1.1x 5.0x 4.2x 1.7x 1.8x 0.6x 0.5x 41.3% 47.6% 0.7% 0.7%
Dimed PNVL3 Varejo Danniela Eiger Compra 15.00 10.48 43% 12.1x 8.5x 9.1x 7.2x 0.1x 0.2x 1.2x 1.1x 10.3% 13.1% 1.7% 2.4%
Raia Drogasil RADL3 Varejo Danniela Eiger Venda 22.00 26.18 -16% 44.5x 32.5x 16.9x 13.9x 0.4x 0.4x 7.0x 6.0x 15.6% 18.5% 0.6% 0.8%
Grupo SBF SBFG3 Varejo Danniela Eiger Compra 18.00 7.30 147% 7.1x 4.1x 3.6x 2.9x 0.9x 0.7x 0.7x 0.6x 9.7% 14.7% 2.7% 4.9%
Grupo Soma SOMA3 Varejo Danniela Eiger Compra 14.00 8.06 74% 12.7x 7.8x 7.9x 5.7x 0.1x 0.4x 0.8x 0.7x 6.3% 9.5% 1.4% 2.3%
Track Field TFCO4 Varejo Danniela Eiger Neutro 11.00 9.50 16% 14.1x 11.9x 8.9x 7.6x 0.8x 1.0x 3.5x 2.8x 24.4% 23.7% 1.6% 1.9%
Itaú Unibanco ITUB4 Marcel CamposNeutro 29 32.9 -0.118541033 Acesse a tese
Banco do Brasil BBAS3 Marcel CamposCompra 43 34.9 0.2320916905 Acesse a tese do Ba
Banrisul BRSR6 Marcel CamposCompra 19 14.17 0.3408609739 Acesse a tese do
Bradesco BBDC4 Marcel CamposCompra 27 27.96 -0.034334764 Acesse a tese do
Santander Brasil SANB11 Marcel CamposNeutro 32 44.9 -0.287305122 Acesse a tese do
Cielo CIEL3 Marcel CamposNeutro 5 3.88 0.2886597938 Acesse a tese do B
B3 B3SA3 Marcel CamposNeutro 21.67 17.17 0.262085032 -
Méliuz CASH3 Marcel CamposCompra 48 43.7 0.0983981693 ###
Banco BTG Pactual BPAC11 Sem cobertura - - 122.31 - Link par
Banco Pan BPAN4 Sem cobertura - - 25.46 - tese comp
Acesse a tese
Dados11.82
Operacionais
Banco ABC Brasil ABCB4 Sem cobertura - - 17.81 -
Itausa ITSA4 Sem cobertura - - - Acesse a tese
Média do setor - - - - - - Acesse a tese d
Seguradoras Acesse a tese do
BB Seguridade BBSE3 Sem cobertura Compra 35 25.14 0.3922036595 Acesse a tese de Jal
Porto Seguro PSSA3 Sem cobertura Neutro 57 55.35 0.0298102981 Acesse a tese de S
SulAmerica SULA11 Sem cobertura Compra 58 36.19 0.6026526665 Acesse a tese de Boa
Média do setor - - - - - - Acesse a tese de
Alimentos e Bebidas -
BRF BRFS3 Leonardo AlencCompra 30 28.92 0.0373443983 -
Ambev ABEV3 Leonardo AlencCompra 17.15 19.01 -0.09784324 -
Marfrig MRFG3 Leonardo AlencCompra 24 18.66 0.2861736334 -
IMC MEAL3 Larissa Pérez Neutro 4 4.19 -0.045346062 -
Jalles Machado JALL3 Leonardo AlencCompra 14 9.3 0.5053763441 ###
São Martinho SMTO3 Larissa Pérez Compra 38 37.95 0.0013175231 Link par
Acesse a tese d
- Preço Preço Val. De Mercado Receita Liq (r$ M) EBITDA (BRL M) Lucro Líq (R$ M) NII (R$ M) LPA (R$ M)
Companhia Ticker Setor Analista Recomendação Alvo Atual % Upside (BRL B) 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024
BrasilAgro AGRO3 Agro Leonardo Alencar Neutro 31.80 23.25 37% 2.3 1,375 1,496 564 656 188 501 - - 1.8 4.9
Agrogalaxy AGXY3 Agro Leonardo Alencar Compra 16.10 6.99 130% 1.2 3,270 4,143 251 259 60 82 - - 0.4 0.5
Jalles Machado JALL3 Agro Leonardo Alencar Compra 11.00 7.47 47% 2.2 2,183 2,468 1,667 1,735 345 406 - - 1.2 1.4
Raizen RAIZ4 Agro Leonardo Alencar Compra 7.10 3.15 125% 32.5 268,263 280,622 13,912 15,405 5,711 5,326 - - 0.6 0.5
SLC Agricola SLCE3 Agro Leonardo Alencar Compra 58.80 43.85 34% 9.0 8,323 7,531 2,759 2,524 1,655 1,365 - - 7.8 6.4
São Martinho SMTO3 Agro Leonardo Alencar Compra 33.50 30.35 10% 10.5 7,158 7,268 3,696 3,879 1,243 1,324 - - 3.5 3.7
Boa Safra SOJA3 Agro Leonardo Alencar Compra 16.20 10.93 48% 1.3 2,135 2,643 269 338 187 187 - - 1.6 1.6
3tentos TTEN3 Agro Leonardo Alencar Compra 16.20 10.70 51% 5.3 11,236 13,060 955 1,219 706 996 - - 1.4 2.0
Vittia VITT3 Agro Leonardo Alencar Compra 18.90 10.81 75% 1.5 1,140 1,305 212 267 181 205 - - 1.3 1.4
Ambev ABEV3 Alimentos e Bebidas Leonardo Alencar Compra 18.10 14.58 24% 229.6 88,150 92,826 26,736 29,244 14,112 15,943 - - 0.9 1.0
Minerva BEEF3 Alimentos e Bebidas Leonardo Alencar Compra 17.50 8.50 106% 5.0 36,424 38,019 3,459 3,804 1,176 1,456 - - 1.9 2.4
BRF BRFS3 Alimentos e Bebidas Leonardo Alencar Compra 8.60 6.32 36% 6.8 55,450 57,526 5,368 5,845 312 655 - - 0.3 0.6
Camil CAML3 Alimentos e Bebidas Leonardo Alencar Compra 12.30 7.23 70% 2.5 11,419 12,424 989 1,183 315 449 - - 0.9 1.2
JBS JBSS3 Alimentos e Bebidas Leonardo Alencar Compra 39.00 17.63 121% 39.1 395,116 410,838 24,946 26,568 6,345 7,468 - - 2.9 3.4
M. Dias Branco MDIA3 Alimentos e Bebidas Leonardo Alencar Neutro 31.80 29.10 9% 9.8 10,778 11,251 1,472 1,699 986 1,155 - - 2.9 3.4
Marfrig MRFG3 Alimentos e Bebidas Leonardo Alencar Compra 8.70 6.55 33% 4.3 87,245 89,533 5,863 5,831 1,126 1,539 - - 1.7 2.3
Banco do Brasil BBAS3 Bancos Bernardo Guttmann Compra 61.00 41.71 46% 119.0 130,953 137,328 - - 32,631 34,219 79,026 84,578 11.4 11.9
Bradesco BBDC4 Bancos Bernardo Guttmann Neutro 18.00 13.75 31% 137.7 127,945 139,171 - - 25,314 32,170 75,284 83,197 2.4 3.0
BTG Pactual BPAC11 Bancos Bernardo Guttmann Neutro 30.00 22.66 32% 107.9 20,462 23,240 - - 9,809 11,244 - - 2.6 2.9
BR Partners BRBI11 Bancos Bernardo Guttmann Compra 17.00 10.27 66% 1.1 449 503 - - 175 196 - - 0.6 0.6
Inter INBR32 Bancos Bernardo Guttmann Compra 18.00 8.58 110% 1.7 4,951 6,391 - - 410 696 1,679 2,792 1.0 1.7
Itaú Unibanco ITUB4 Bancos Bernardo Guttmann Compra 34.00 24.86 37% 225.1 158,468 171,683 - - 35,878 40,723 106,599 118,347 3.7 4.2
Nubank NUBR33 Bancos Bernardo Guttmann Neutro 4.00 4.26 -6% 20.0 7,047 8,709 - - 350 970 3,209 4,557 0.1 0.2
Santander SANB11 Bancos Bernardo Guttmann Neutro 34.00 26.55 28% 99.0 76,079 86,188 - - 14,044 17,733 55,994 65,107 1.9 2.4
B3 B3SA3 Inst. Financeiras Lucas Laghi Neutro 14.00 11.51 22% 66.6 9,517 10,907 7,110 8,320 4,499 5,591 - - 0.8 0.9
Meliuz CASH3 Inst. Financeiras Lucas Laghi Compra 2.00 0.81 147% 0.7 561 750 (63) 27 (12) 52 - - (0.0) 0.1
Aeris AERI3 Bens de Capital Lucas Laghi Compra 4.00 1.45 176% 1.1 4,086 4,547 413 487 179 264 - - 0.2 0.3
Embraer EMBR3 Bens de Capital Lucas Laghi Compra 22.50 18.74 20% 13.8 5,322 5,732 558 665 174 273 - - 0.2 0.4
Fras-Le FRAS3 Bens de Capital Lucas Laghi Neutro 11.00 9.29 18% 2.5 3,274 3,521 512 554 276 301 - - 1.0 1.1
Kepler Weber KEPL3 Bens de Capital Lucas Laghi Compra 30.00 6.94 332% 1.2 1,497 1,652 292 330 191 217 - - 2.1 2.4
Iochp-Maxion MYPK3 Bens de Capital Lucas Laghi Neutro 13.00 11.52 13% 1.8 15,442 16,787 1,530 1,741 420 530 - - 2.8 3.5
Marcopolo POMO4 Bens de Capital Lucas Laghi Compra 4.50 3.86 17% 3.3 6,247 6,746 688 762 314 427 - - 0.3 0.5
Randon RAPT4 Bens de Capital Lucas Laghi Compra 11.00 8.65 27% 2.8 11,150 12,399 1,418 1,709 224 439 - - 0.7 1.3
Tupy TUPY3 Bens de Capital Lucas Laghi Compra 43.00 21.80 97% 3.1 14,102 15,455 1,607 1,827 607 746 - - 4.2 5.2
Weg WEGE3 Bens de Capital Lucas Laghi Compra 45.00 39.90 13% 167.4 34,622 40,251 6,555 7,510 5,066 5,823 - - 1.2 1.4
Cury CURY3 Construtoras Ygor Altero Compra 17.00 11.43 49% 3.3 3,009 3,545 594 660 505 565 83 70 1.7 1.9
Cyrela CYRE3 Construtoras Ygor Altero Compra 33.00 14.90 121% 5.6 5,553 5,966 1,256 1,351 1,158 1,329 209 287 3.0 3.5
Direcional DIRR3 Construtoras Ygor Altero Compra 22.00 14.77 49% 2.2 2,881 3,156 619 671 333 416 73 27 2.2 2.8
Even EVEN3 Construtoras Ygor Altero Neutro 13.00 4.87 167% 1.0 2,032 2,086 340 352 329 354 112 137 1.6 1.7
EZTec EZTC3 Construtoras Ygor Altero Compra 48.00 14.23 237% 3.1 4,243 3,625 1,592 1,379 1,526 1,372 91 153 6.7 6.0
Lavvi LAVV3 Construtoras Ygor Altero Compra 11.50 5.20 121% 1.0 1,178 1,499 300 396 285 379 27 36 1.3 1.8
Melnick MELK3 Construtoras Ygor Altero Compra 9.00 3.32 171% 0.7 1,073 1,286 194 264 168 228 21 22 0.8 1.1
MRV MRVE3 Construtoras Ygor Altero Compra 17.00 7.01 143% 3.4 7,160 7,702 1,264 1,505 764 944 640 577 1.6 2.0
Plano & Plano PLPL3 Construtoras Ygor Altero Compra 7.00 6.00 17% 1.2 1,593 1,661 250 265 191 213 29 26 1.0 1.1
Tenda TEND3 Construtoras Ygor Altero Neutro 11.00 5.93 85% 0.6 2,640 2,464 53 231 (198) 52 78 42 (2.0) 0.5
Trisul TRIS3 Construtoras Ygor Altero Compra 14.00 3.36 317% 0.6 1,768 2,033 413 473 341 399 34 42 1.8 2.1
Anima ANIM3 Educação Rafael Barros Compra 11.20 2.02 454% 0.8 3,961 4,274 1,249 1,424 105 287 - - 0.3 0.7
Cogna COGN3 Educação Rafael Barros Neutro 3.10 1.91 62% 3.6 5,483 6,037 1,584 1,798 (97) 135 - - (0.1) 0.1
Cruzeiro do Sul CSED3 Educação Rafael Barros Compra 11.40 2.39 377% 0.9 2,207 2,421 669 774 180 289 - - 0.5 0.8
Ser Educacional SEER3 Educação Rafael Barros Compra 18.20 3.00 507% 0.4 1,819 1,941 519 576 121 183 - - 0.9 1.4
YDUQS YDUQ3 Educação Rafael Barros Compra 33.70 8.17 312% 2.4 5,574 6,162 1,867 2,151 498 769 - - 1.6 2.5
AES Brasil AESB3 Elétricas Maíra Maldonado Compra 15.00 10.97 37% 6.6 2,762 3,022 1,960 2,202 534 880 33 6 1.1 1.8
Alupar ALUP11 Elétricas Maíra Maldonado Compra 30.00 27.54 9% 8.4 3,236 3,446 2,835 3,030 331 584 158 85 1.1 2.0
Auren AURE3 Elétricas Maíra Maldonado Compra 17.00 15.69 8% 15.7 2,406 2,503 1,758 1,740 1,139 990 487 401 - -
Cemig CMIG4 Elétricas Maíra Maldonado Neutro 13.00 12.22 6% 32.9 23,358 24,221 4,746 5,381 1,880 2,285 - - 1.3 1.6
Copel CPLE6 Elétricas Maíra Maldonado Compra 8.00 7.87 2% 20.7 19,062 19,550 5,492 5,645 2,634 2,747 514 562 1.0 1.0
Engie Brasil EGIE3 Elétricas Maíra Maldonado Neutro 49.00 41.72 17% 34.0 11,632 11,612 7,874 7,900 4,693 4,904 - - 5.8 6.0
Eletrobras ELET3 Elétricas Maíra Maldonado Compra 71.00 33.13 114% 77.2 33,704 35,550 22,901 25,292 9,900 13,060 - - 4.3 5.6
EDP Brasil ENBR3 Elétricas Maíra Maldonado Neutro 30.00 22.46 34% 12.7 13,897 14,537 2,672 3,069 994 1,246 - - 1.7 2.1
Equatorial Energia EQTL3 Elétricas Maíra Maldonado Compra 30.00 26.40 14% 29.4 23,239 24,054 5,195 5,402 2,291 3,215 - - 2.3 3.2
Ômega Geração MEGA3 Elétricas Maíra Maldonado Compra 17.00 9.02 88% 5.6 1,870 2,132 1,594 1,759 232 (1,088) - - 0.4 (1.7)
Taesa TAEE11 Elétricas Maíra Maldonado Neutro 37.00 36.09 3% 12.5 2,286 2,413 1,886 1,995 1,300 1,339 141 63 3.8 3.9
Isa Cteep TRPL4 Elétricas Maíra Maldonado Neutro 26.00 23.45 11% 16.9 3,680 4,094 3,217 3,611 1,497 1,884 143 104 2.3 2.9
Aura Minerals AURA33 Mineração e Siderurgia André Vidal Compra 50.00 38.21 31% 2.7 451 520 175 192 93 89 - - 1.3 1.2
Bradespar BRAP4 Mineração e Siderurgia André Vidal Compra 32.80 22.44 46% 8.7 - - - - - - - - - -
CBA CBAV3 Mineração e Siderurgia André Vidal Compra 18.00 5.04 257% 3.0 10,221 10,909 2,231 2,458 947 1,077 - - 1.6 1.8
CSN Mineração CMIN3 Mineração e Siderurgia André Vidal Compra 7.80 4.47 74% 24.5 18,034 20,382 7,841 7,950 4,179 4,086 - - 0.7 0.7
Gerdau GGBR4 Mineração e Siderurgia André Vidal Compra 33.80 24.71 37% 41.7 74,392 77,657 11,207 11,747 5,297 5,330 - - 3.1 3.1
Met. Gerdau GOAU4 Mineração e Siderurgia André Vidal Compra 15.10 11.38 33% 11.6 - - - - - - - - - -
Usiminas USIM5 Mineração e Siderurgia André Vidal Neutro 15.49 7.20 115% 8.7 27,510 28,296 3,723 3,826 2,058 2,152 - - 1.7 1.8
Vale VALE3 Mineração e Siderurgia André Vidal Compra 97.10 69.00 41% 306.4 42,644 43,386 20,445 20,339 11,987 12,260 - - 2.5 2.5
Klabin KLBN11 Papel e Celulose André Vidal Compra 26.80 19.90 35% 22.0 20,895 21,513 11,578 10,313 3,971 2,561 - - 3.6 2.3
Irani RANI3 Papel e Celulose André Vidal Neutro 9.40 8.04 17% 1.9 1,740 1,827 717 614 276 166 - - 1.1 0.7
Suzano SUZB3 Papel e Celulose André Vidal Compra 72.87 40.10 82% 52.4 45,176 42,111 23,508 20,666 5,663 5,046 6,369 6,466 4.3 3.9
Iguatemi IGTI11 Shopping Ygor Altero Compra 28.00 20.39 37% 3.3 1,193 1,294 834 905 350 487 300 226 1.2 1.6
JHSF JHSF3 Shopping Ygor Altero Compra 9.70 3.83 153% 2.6 1,817 2,214 786 996 513 719 31 35 0.7 1.0
Log Comm. Prop. LOGG3 Shopping Ygor Altero Neutro 28.00 16.37 71% 1.6 260 341 212 283 74 154 69 56 0.7 1.5
Multiplan MULT3 Shopping Ygor Altero Compra 33.00 25.90 27% 15.2 2,055 2,246 1,474 1,613 890 1,008 174 175 1.5 1.7
Ambipar AMBP3 Saneamento Maíra Maldonado Compra 50.00 19.39 158% 2.2 3,807 4,809 1,097 1,431 383 530 171 92 3.4 4.7
Copasa CSMG3 Saneamento Maíra Maldonado Venda 17.00 17.26 -2% 6.5 5,524 5,792 1,929 2,023 732 768 227 189 1.9 2.0
Sanepar SAPR11 Saneamento Maíra Maldonado Neutro 26.00 19.08 36% 5.7 6,437 6,854 2,864 3,098 1,493 1,644 - - 4.9 5.4
Sabesp SBSP3 Saneamento Maíra Maldonado Neutro 52.00 44.12 18% 30.2 19,536 20,287 9,095 9,463 3,539 3,659 - - 5.2 5.4
Blau BLAU3 Saúde Rafael Barros Compra 47.00 18.73 151% 3.3 2,023 2,452 698 858 493 601 - - 2.8 3.4
Dasa DASA3 Saúde Rafael Barros Compra 20.80 9.40 121% 6.9 14,598 16,370 2,763 3,455 32 638 - - 0.1 1.1
Fleury FLRY3 Saúde Rafael Barros Neutro 29.00 14.47 100% 7.5 3,569 3,813 1,111 1,198 439 504 - - 1.4 1.6
Hapvida HAPV3 Saúde Rafael Barros Compra 3.00 2.77 8% 20.8 27,878 30,817 2,473 3,473 (931) 86 - - (0.1) 0.0
Hypera HYPE3 Saúde Rafael Barros Compra 56.50 36.58 54% 23.1 8,497 9,592 3,097 3,534 1,942 2,429 - - 3.1 3.9
Kora Saude KRSA3 Saúde Rafael Barros Neutro 1.27 1.08 18% 0.8 2,434 2,696 561 631 16 76 - - 0.0 0.1
Mater Dei MATD3 Saúde Rafael Barros Compra 9.90 7.98 24% 3.0 2,461 3,000 688 867 239 364 - - 0.6 1.0
Oncoclínicas ONCO3 Saúde Rafael Barros Compra 9.30 8.90 4% 4.3 5,335 6,237 1,038 1,300 210 392 - - 0.4 0.8
Hermes Pardini PARD3 Saúde Rafael Barros Neutro 21.00 - 2.3 1,703 1,819 378 403 177 188 - - 1.3 1.4
Rede D'Or RDOR3 Saúde Rafael Barros Neutro 28.80 22.02 31% 49.6 53,286 60,905 6,705 8,729 2,469 3,750 - - 1.1 1.6
Viveo VVEO3 Saúde Rafael Barros Compra 22.30 15.65 42% 4.4 11,031 12,455 991 1,119 327 449 - - 1.2 1.6
Allied ALLD3 TMT Bernardo Guttmann Neutro 7.50 4.70 60% 0.4 5,206 5,405 306 310 102 109 (156) (156) 1.1 1.2
Bemobi BMOB3 TMT Bernardo Guttmann Compra 25.00 14.01 78% 1.2 608 680 200 229 120 147 50 51 1.4 1.7
Brisanet BRIT3 TMT Bernardo Guttmann Neutro 4.55 2.49 83% 1.1 1,430 1,974 593 749 90 49 (64) (145) 0.2 0.1
Desktop DESK3 TMT Bernardo Guttmann Compra 19.00 8.72 118% 1.0 1,103 1,328 498 620 122 172 (161) (178) 1.4 2.0
Eletromidia ELMD3 TMT Bernardo Guttmann Compra 17.00 16.30 4% 2.3 973 1,109 340 412 105 156 (76) (69) 0.8 1.1
Unifique FIQE3 TMT Bernardo Guttmann Compra 7.50 3.50 114% 1.2 855 1,073 437 549 177 209 12 (5) 0.5 0.6
G2D G2DI33 TMT Bernardo Guttmann Compra 7.30 1.90 284% 0.2 - - - - - - - - - -
Intelbras INTB3 TMT Bernardo Guttmann Compra 40.00 24.27 65% 8.0 5,199 6,239 675 822 611 800 326 322 1.9 2.4
Locaweb LWSA3 TMT Bernardo Guttmann Neutro 7.49 5.40 39% 3.2 1,424 1,690 253 329 101 166 3 24 0.2 0.3
Positivo POSI3 TMT Bernardo Guttmann Compra 16.00 6.65 141% 0.9 6,196 6,025 686 671 307 279 85 69 2.2 2.0
Tim TIMS3 TMT Bernardo Guttmann Compra 18.00 14.09 28% 34.1 23,499 24,464 11,274 11,967 1,799 2,435 (1,598) (1,715) 0.7 1.0
TOTVS TOTS3 TMT Bernardo Guttmann Compra 39.00 25.46 53% 15.4 4,758 5,520 1,126 1,326 664 823 97 147 1.1 1.4
Telefônica Brasil VIVT3 TMT Bernardo Guttmann Neutro 49.00 41.10 19% 68.4 51,077 52,796 20,630 21,550 4,046 5,014 (2,156) (1,827) 2.4 3.0
Azul AZUL4 Transportes Pedro Bruno Neutro 14.00 11.30 24% 3.9 20,222 22,452 5,029 5,839 (2,131) (1,828) - - (5.1) (4.3)
CCR CCRO3 Transportes Pedro Bruno Neutro 15.00 13.70 9% 27.7 14,229 13,428 8,818 8,626 1,701 1,802 - - 0.8 0.9
Ecorodovias ECOR3 Transportes Pedro Bruno Neutro 6.00 6.07 -1% 4.2 4,532 5,423 3,013 3,704 291 641 - - 0.4 0.9
Gol GOLL4 Transportes Pedro Bruno Neutro 9.10 6.92 32% 2.9 19,998 22,358 4,652 5,778 (778) (261) - - (1.8) (0.6)
Hidrovias do Brasil HBSA3 Transportes Pedro Bruno Compra 3.50 2.64 33% 2.0 1,950 2,111 845 937 95 252 - - 0.1 0.3
JSL JSLG3 Transportes Pedro Bruno Compra 11.00 7.51 46% 2.1 6,262 6,573 1,082 1,142 229 330 - - 0.8 1.2
Movida MOVI3 Transportes Pedro Bruno Compra 9.40 8.75 7% 3.2 12,567 14,567 4,017 4,450 469 855 - - 1.3 2.4
Rumo RAIL3 Transportes Pedro Bruno Compra 24.00 19.94 20% 36.9 11,047 12,700 5,635 6,670 898 1,779 - - 0.5 1.0
Localiza RENT3 Transportes Pedro Bruno Compra 73.00 56.65 29% 55.9 30,253 38,690 11,402 13,972 3,140 4,231 - - 3.2 4.3
Simpar SIMH3 Transportes Pedro Bruno Compra 18.40 7.64 141% 6.3 31,124 36,667 9,350 11,240 1,482 2,397 - - 1.7 2.8
Santos Brasil STBP3 Transportes Pedro Bruno Compra 11.00 8.50 29% 7.3 2,461 2,755 1,117 1,305 511 591 - - 0.6 0.7
Vamos VAMO3 Transportes Pedro Bruno Compra 21.00 11.58 81% 11.8 6,505 8,217 3,254 4,550 756 1,316 - - 0.8 1.4
Alpargatas ALPA4 Varejo Danniela Eiger Neutro 15.00 7.36 104% 5.3 4,628 1,167 893 1,085 434 127 11 8 1.3 0.4
Arezzo Co. ARZZ3 Varejo Danniela Eiger Compra 100.00 60.40 66% 6.7 5,073 5,843 811 994 556 716 11 29 5.0 6.5
Assai ASAI3 Varejo Danniela Eiger Compra 27.00 11.47 135% 15.5 78,917 101,871 5,730 7,575 1,497 2,700 (2,221) (2,014) 1.1 2.0
C&A Modas CEAB3 Varejo Danniela Eiger Neutro 3.50 2.95 19% 0.9 6,454 6,910 894 1,010 (70) 26 (193) (112) (0.2) 0.1
Carrefour CRFB3 Varejo Danniela Eiger Neutro 20.00 9.46 111% 19.9 124,364 143,621 7,621 8,602 1,824 2,841 (2,415) (1,843) 0.9 1.4
D1000 DMVF3 Varejo Danniela Eiger Neutro 5.00 3.32 51% 0.2 1,802 2,120 134 157 28 36 (2) (1) 0.5 0.7
Enjoei ENJU3 Varejo Danniela Eiger Neutro 1.20 0.92 30% 0.2 170 195 (34) (28) (25) (14) 29 26 (0.1) (0.1)
Grupo Mateus GMAT3 Varejo Danniela Eiger Compra 10.00 5.22 92% 11.5 28,266 38,797 1,758 2,529 1,263 1,867 (179) (216) 0.6 0.8
Guararapes GUAR3 Varejo Danniela Eiger Neutro 6.50 3.89 67% 1.9 9,318 10,304 1,335 1,407 169 256 (498) (412) 0.3 0.5
Lojas Renner LREN3 Varejo Danniela Eiger Compra 28.00 14.57 92% 13.9 15,090 17,230 2,979 3,824 1,372 1,846 65 42 1.4 1.9
Magazine Luiza MGLU3 Varejo Danniela Eiger Neutro 5.00 3.34 50% 22.3 43,204 47,838 3,163 3,688 (47) 868 (2,081) (1,313) (0.0) 0.1
Multilaser MLAS3 Varejo Danniela Eiger Compra 6.00 1.97 205% 1.6 5,109 1,256 463 723 273 69 (87) 8 0.3 0.1
Grupo Natura NTCO3 Varejo Danniela Eiger Compra 22.00 10.85 103% 14.9 39,047 41,788 4,610 5,652 457 1,110 (1,007) (1,119) 0.3 0.8
Pão de Açucar PCAR3 Varejo Danniela Eiger Neutro 19.00 14.09 35% 3.8 46,492 49,384 3,498 3,888 896 1,020 (23) (95) 3.3 3.8
Petz PETZ3 Varejo Danniela Eiger Compra 10.00 5.76 74% 2.7 4,167 5,317 350 473 135 234 (6) (11) 0.3 0.5
Pague Menos PGMN3 Varejo Danniela Eiger Neutro 7.00 2.87 144% 1.3 12,433 14,022 549 646 937 1,168 (436) (382) 2.0 2.5
Dimed PNVL3 Varejo Danniela Eiger Compra 15.00 10.48 43% 1.6 5,008 5,545 250 317 129 183 (23) (16) 0.9 1.2
Raia Drogasil RADL3 Varejo Danniela Eiger Venda 22.00 26.18 -16% 43.2 36,063 42,984 2,667 3,254 969 1,328 (500) (456) 0.6 0.8
Grupo SBF SBFG3 Varejo Danniela Eiger Compra 18.00 7.30 147% 1.8 7,032 8,240 1,059 1,343 250 431 (323) (325) 1.0 1.8
- Target EV Mkt cap Dividends Dividends Equity Equity NET DEBT NET DEBT Net Income EBITDA P/E P/VP EV/EBITDA Net Debt/EBITDA DY ROE
Company Ticker Sector Analyst Recommendation Restricted price (BRL B) (BRL B) 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024
DIVIDENDS DIVIDENDS
SHAREHOLDERS_EQUITY
SHAREHOLDERS_EQUITY
NET_DEBT NET_DEBT NET_INCOMENET_INCOME EBITDA EBITDA P_E P_E P_VP P_VP EV_EBITDA EV_EBITDA
NET DEBT_EBITDA
NET DEBT_EBITDA DY DY ROE ROE
NAME TICKER SECTOR_XP LEAD_ANALYST RECOMMENDATION RESTRICTED CURRENCY TARGET DIVIDENDS_2023
DIVIDENDS_2024
SHAREHOLDERS_EQUITY_2023
SHAREHOLDERS_EQUITY_2024
NET_DEBT_2023
NET_DEBT_2024
NET_INCOME_2023
NET_INCOME_2024
EBITDA_2023 EBITDA_2024 P_E_2023 P_E_2024 P_VP_2023 P_VP_2024 EV_EBITDA_2023
EV_EBITDA_2024
NET DEBT_EBITDA_2023
DY_2023 DY_2024 ROE_2023 ROE_2024
#N/A BRML3 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A - -
Americanas AMER3 Retail Danniela Eiger Neutral 1 BRL 20.0 2,380 3,635 15,762 16,650 10,063 10,575 715 1,154 4,914 5,517 1.3x 0.8x 0.1x 0.1x 2.7x 2.4x 2.0x 1.9x 387.4% 4.5% 6.9%
Petrobras PETR4 Oil & Gas André Vidal Buy 0 USD 35.5 25,942 19,053 73,830 77,938 41,915 45,614 22,200 17,844 54,670 48,789 - - - - - - 0.8x 0.9x 30.1% 22.9%
Even EVEN3 Homebuilders Ygor Altero Neutral 0 BRL 13.0 217 247 2,041 2,129 774 963 329 354 340 352 - - - - - - 2.3x 2.7x 16.1% 16.6%
EZTec EZTC3 Homebuilders Ygor Altero Buy 0 BRL 48.0 647 702 5,754 6,440 685 1,195 1,526 1,372 1,592 1,379 - - - - - - 0.4x 0.9x 26.5% 21.3%
Engie Brasil EGIE3 Utilities & Energy Maíra Maldonado Neutral 0 BRL 49.0 4,458 4,659 - - - - 4,693 4,904 7,874 7,900 - - - - - - - - - -
Raizen RAIZ4 Agribusiness Leonardo Alencar Buy 0 BRL 7.1 3,756 3,479 25,943 27,790 21,028 20,211 5,711 5,326 13,912 15,405 - - - - - - 1.5x 1.3x 22.0% 19.2%
Gerdau GGBR4 Metals & Mining Lucas Laghi Buy 0 BRL 33.8 5,465 5,193 46,127 46,264 4,283 5,183 5,297 5,330 11,207 11,747 7.9x - - - - - 0.4x 0.4x 11.5% 11.5%
Banco do Brasil BBAS3 Banks Bernardo Guttmann Buy 0 BRL 61.0 13,052 13,688 178,283 198,814 - - 32,631 34,219 - - - - - - - - - - 18.3% 17.2%
Trisul TRIS3 Homebuilders Ygor Altero Buy 0 BRL 14.0 77 102 1,726 1,966 264 177 341 399 413 473 - - - - - - 0.6x 0.4x 19.7% 20.3%
Melnick MELK3 Homebuilders Ygor Altero Buy 0 BRL 9.0 73 101 1,319 1,410 243 149 168 228 194 264 - - - - - - 1.3x 0.6x 12.8% 16.2%
BR Partners BRBI11 Banks Bernardo Guttmann Buy 0 BRL 17.0 123 138 825 883 - - 175 196 - - - - - - - - - - 21.2% 22.2%
Marfrig MRFG3 Food & Beverages Leonardo Alencar Buy 0 BRL 8.7 - 488 19,400 20,863 23,478 22,675 1,126 1,539 5,863 5,831 - - - - - - 4.0x 3.9x 5.8% 7.4%
JBS JBSS3 Food & Beverages Leonardo Alencar Buy 0 BRL 39.0 1,917 2,152 55,560 62,017 79,790 72,312 6,345 7,468 24,946 26,568 - - - - - - 3.2x 2.7x 11.4% 12.0%
Copel CPLE6 Utilities & Energy Maíra Maldonado Buy 0 BRL 8.0 1,712 1,785 24,423 25,458 126 895 2,634 2,747 5,492 5,645 - - - - - - 0.0x 0.2x 10.8% 10.8%
Cyrela CYRE3 Homebuilders Ygor Altero Buy 0 BRL 33.0 554 710 6,986 7,518 891 505 1,158 1,329 1,256 1,351 - - - - - - 0.7x 0.4x 16.6% 17.7%
Aeris AERI3 Capital Goods Lucas Laghi Buy 0 BRL 4.0 89 159 1,083 1,189 693 477 179 264 413 487 - - - - - - 1.7x 1.0x 16.5% 22.2%
Tupy TUPY3 Capital Goods Lucas Laghi Buy 0 BRL 43.0 304 559 4,096 4,497 3,239 3,448 607 746 1,607 1,827 - - - - - - 2.0x 1.9x 14.8% 16.6%
SLC Agricola SLCE3 Agribusiness Leonardo Alencar Buy 0 BRL 58.8 776 682 6,280 6,963 14 956 1,655 1,365 2,759 2,524 - - - - - - 0.0x 0.4x 26.3% 19.6%
CSN Mineração CMIN3 Metals & Mining Lucas Laghi Buy 0 BRL 7.8 2,089 3,269 19,385 20,202 436 355 4,179 4,086 7,841 7,950 - - - - - - 0.1x 0.0x 21.6% 20.2%
Sanepar SAPR11 Sanitation Maíra Maldonado Neutral 0 BRL 26.0 426 469 9,698 10,874 3,459 3,606 1,493 1,644 2,864 3,098 - - - - - - 1.2x 1.2x 15.4% 15.1%
Klabin KLBN11 Pulp & Paper Lucas Laghi Buy 0 BRL 26.8 1,584 1,497 14,229 15,292 26,726 29,108 3,971 2,561 11,578 10,313 - - - - - - 2.3x 2.8x 27.9% 16.7%
Isa Cteep TRPL4 Utilities & Energy Maíra Maldonado Neutral 0 BRL 26.0 1,256 968 6,821 7,858 5,557 5,408 1,497 1,884 3,217 3,611 - - - - - - 1.7x 1.5x 21.9% 24.0%
Usiminas USIM5 Metals & Mining Lucas Laghi Neutral 0 BRL 15.5 657 515 23,642 25,279 5,912 7,243 2,058 2,152 3,723 3,826 - - - - - - 1.6x 1.9x 8.7% 8.5%
Minerva BEEF3 Food & Beverages Leonardo Alencar Buy 0 BRL 17.5 588 728 1,650 2,378 6,508 6,114 1,176 1,456 3,459 3,804 - - - - - - 1.9x 1.6x 71.2% 61.2%
B3 B3SA3 Financials Non-Banks Bernardo Guttmann Neutral 0 BRL 14.0 5,030 5,571 18,492 18,512 1,682 2,194 4,499 5,591 7,110 8,320 - - - - - - 0.2x 0.3x 24.3% 30.2%
Santos Brasil STBP3 Transportation Pedro Bruno Buy 0 BRL 11.0 511 591 2,068 2,068 23 75 511 591 1,117 1,305 - - - - - - 0.0x 0.1x 24.7% 28.6%
Tim TIMS3 TMT Bernardo Guttmann Buy 0 BRL 18.0 2,200 2,420 23,949 23,964 12,334 9,971 1,799 2,435 11,274 11,967 - - - - - - 1.1x 0.8x 7.5% 10.2%
Santander SANB11 Banks Bernardo Guttmann Neutral 0 BRL 34.0 7,022 8,866 90,022 98,888 - - 14,044 17,733 - - - - - - - - - - 15.6% 17.9%
Vale VALE3 Metals & Mining Lucas Laghi Buy 0 USD 97.1 4,747 4,639 52,121 59,528 4,985 9,778 11,987 12,260 20,445 20,339 - - - - - - 0.2x 0.5x 23.0% 20.6%
Taesa TAEE11 Utilities & Energy Maíra Maldonado Neutral 0 BRL 37.0 820 1,240 5,660 5,904 5,797 5,123 1,300 1,339 1,886 1,995 - - - - - - 3.1x 2.6x 23.0% 22.7%
Hidrovias do Brasil HBSA3 Transportation Pedro Bruno Buy 0 BRL 3.5 - - 1,677 1,906 3,882 3,642 95 252 845 937 - - - - - - 4.6x 3.9x 5.7% 13.2%
JHSF JHSF3 Income Properties Ygor Altero Buy 0 BRL 9.7 180 256 4,356 4,716 266 160 513 719 786 996 - - - - - - 0.3x 0.2x 11.8% 15.2%
Marcopolo POMO4 Capital Goods Lucas Laghi Buy 0 BRL 4.5 172 305 3,297 3,419 1 1 314 427 688 762 - - - - - - 0.0x 0.0x 9.5% 12.5%
Allied ALLD3 TMT Bernardo Guttmann Neutral 0 BRL 7.5 25 27 1,616 1,698 387 350 102 109 306 310 - - - - - - 1.3x 1.1x 6.3% 6.4%
Positivo POSI3 TMT Bernardo Guttmann Buy 0 BRL 16.0 53 48 1,624 1,855 1,087 846 307 279 686 671 - - - - - - 1.6x 1.3x 18.9% 15.0%
Kepler Weber KEPL3 Capital Goods Lucas Laghi Buy 0 BRL 30.0 96 108 774 883 380 410 191 217 292 330 - - - - - - 1.3x 1.2x 24.7% 24.5%
CBA CBAV3 Metals & Mining Lucas Laghi Buy 0 BRL 18.0 244 237 5,741 6,581 1,775 1,185 947 1,077 2,231 2,458 - - - - - - 0.8x 0.5x 16.5% 16.4%
Bradesco BBDC4 Banks Bernardo Guttmann Neutral 0 BRL 18.0 7,594 9,651 178,078 200,597 - - 25,314 32,170 - - - - - - - - - - 14.2% 16.0%
Telefônica Brasil VIVT3 TMT Bernardo Guttmann Neutral 0 BRL 49.0 3,642 5,014 67,750 67,750 10,470 6,616 4,046 5,014 20,630 21,550 - - - - - - 0.5x 0.3x 6.0% 7.4%
Iguatemi IGTI11 Income Properties Ygor Altero Buy 0 BRL 28.0 175 243 4,142 4,385 1,014 811 350 487 834 905 - - - - - - 1.2x 0.9x 8.4% 11.1%
São Martinho SMTO3 Agribusiness Leonardo Alencar Buy 0 BRL 33.5 462 993 6,500 6,831 1,325 1,030 1,243 1,324 3,696 3,879 - - - - - - 0.4x 0.3x 19.1% 19.4%
AES Brasil AESB3 Utilities & Energy Maíra Maldonado Buy 0 BRL 15.0 315 475 3,346 3,751 7,426 6,673 534 880 1,960 2,202 - - - - - - 3.8x 3.0x 15.9% 23.5%
Cury CURY3 Homebuilders Ygor Altero Buy 0 BRL 17.0 197 252 950 1,232 395 355 505 565 594 660 - - - - - - 0.7x 0.5x 53.1% 45.8%
Sabesp SBSP3 Sanitation Maíra Maldonado Neutral 0 BRL 52.0 1,827 1,893 28,295 30,061 16,965 19,423 3,539 3,659 9,095 9,463 - - - - - - 1.9x 2.1x 12.5% 12.2%
Lavvi LAVV3 Homebuilders Ygor Altero Buy 0 BRL 11.5 50 71 1,663 1,852 326 424 285 379 300 396 - - - - - - 1.1x 1.1x 17.2% 20.5%
EDP Brasil ENBR3 Utilities & Energy Maíra Maldonado Neutral 0 BRL 30.0 607 623 - - - - 994 1,246 2,672 3,069 - - - - - - - - - -
Agrogalaxy AGXY3 Agribusiness Leonardo Alencar Buy 0 BRL 16.1 68 93 999 1,020 602 691 60 82 251 259 - - - - - - 2.4x 2.7x 6.0% 8.0%
Ser Educacional SEER3 Education Rafael Barros Buy 0 BRL 18.2 24 48 1,611 1,739 1,255 1,200 121 183 519 576 - - - - - - 2.4x 2.1x 7.5% 10.5%
Boa Safra SOJA3 Agribusiness Leonardo Alencar Buy 0 BRL 16.2 49 61 1,103 1,286 61 118 187 187 269 338 - - - - - - 0.2x 0.3x 17.0% 14.6%
Irani RANI3 Pulp & Paper Lucas Laghi Neutral 0 BRL 9.4 89 56 1,327 1,437 983 924 276 166 717 614 - - - - - - 1.4x 1.5x 20.8% 11.6%
YDUQS YDUQ3 Education Rafael Barros Buy 0 BRL 33.7 91 182 3,757 4,218 3,933 3,769 498 769 1,867 2,151 - - - - - - 2.1x 1.8x 13.3% 18.2%
Alupar ALUP11 Utilities & Energy Maíra Maldonado Buy 0 BRL 30.0 331 584 4,353 4,353 9,041 8,374 331 584 2,835 3,030 - - - - - - 3.2x 2.8x 7.6% 13.4%
Itaú Unibanco ITUB4 Banks Bernardo Guttmann Buy 0 BRL 34.0 8,970 12,217 190,172 218,678 - - 35,878 40,723 - - - - - - - - - - 18.9% 18.6%
Simpar SIMH3 Transportation Pedro Bruno Buy 0 BRL 18.4 275 371 7,551 9,353 33,664 38,069 1,482 2,397 9,350 11,240 - - - - - - 3.6x 3.4x 19.6% 25.6%
Movida MOVI3 Transportation Pedro Bruno Buy 0 BRL 9.4 117 214 4,079 4,720 12,808 12,955 469 855 4,017 4,450 - - - - - - 3.2x 2.9x 11.5% 18.1%
Suzano SUZB3 Pulp & Paper Lucas Laghi Buy 0 BRL 72.9 2,251 1,345 41,179 44,879 61,534 58,286 5,663 5,046 23,508 20,666 - - - - - - 2.6x 2.8x 13.8% 11.2%
Desktop DESK3 TMT Bernardo Guttmann Buy 0 BRL 19.0 28 40 1,040 1,173 924 1,208 122 172 498 620 - - - - - - 1.9x 1.9x 11.7% 14.7%
BrasilAgro AGRO3 Agribusiness Leonardo Alencar Neutral 0 BRL 31.8 94 250 2,578 2,829 127 486 188 501 564 656 - - - - - - 0.2x 0.7x 7.3% 17.7%
Vittia VITT3 Agribusiness Leonardo Alencar Buy 0 BRL 18.9 59 67 705 844 258 219 181 205 212 267 - - - - - - 1.2x 0.8x 25.7% 24.3%
Multilaser MLAS3 Retail Danniela Eiger Buy 0 BRL 6.0 71 - 4,471 4,229 359 518 273 69 463 723 - - - - - - 0.8x 0.7x 6.1% 1.6%
CCR CCRO3 Transportation Pedro Bruno Neutral 0 BRL 15.0 850 901 10,045 10,946 26,395 27,001 1,701 1,802 8,818 8,626 - - - - - - 3.0x 3.1x 16.9% 16.5%
Plano & Plano PLPL3 Homebuilders Ygor Altero Buy 0 BRL 7.0 34 48 551 711 190 112 191 213 250 265 - - - - - - 0.8x 0.4x 34.6% 30.0%
Unifique FIQE3 TMT Bernardo Guttmann Buy 0 BRL 7.5 41 48 1,176 1,337 110 309 177 209 437 549 - - - - - - 0.3x 0.6x 15.1% 15.6%
Cemig CMIG4 Utilities & Energy Maíra Maldonado Neutral 0 BRL 13.0 940 1,143 19,486 20,628 10,341 9,329 1,880 2,285 4,746 5,381 - - - - - - 2.2x 1.7x 9.6% 11.1%
3R Petroleum RRRP3 Oil & Gas André Vidal Buy 0 BRL 82.5 185 614 6,511 8,940 4,158 3,588 2,041 3,043 4,373 5,302 - - - - - - 1.0x 0.7x 31.3% 34.0%
Ambev ABEV3 Food & Beverages Leonardo Alencar Buy 0 BRL 18.1 7,056 7,971 93,568 101,539 24,289 30,983 14,112 15,943 26,736 29,244 - - - - - - 0.9x 1.1x 15.1% 15.7%
Multiplan MULT3 Income Properties Ygor Altero Buy 0 BRL 33.0 459 445 6,786 7,290 1,138 661 890 1,008 1,474 1,613 - - - - - - 0.8x 0.4x 13.1% 13.8%
Blau BLAU3 Health Care Rafael Barros Buy 0 BRL 47.0 165 280 2,194 2,477 364 217 493 601 698 858 - - - - - - 0.5x 0.3x 22.5% 24.3%
Dasa DASA3 Health Care Rafael Barros Buy 0 BRL 20.8 133 0 7,246 7,803 12,304 12,271 32 638 2,763 3,455 - - - - - - 4.5x 3.6x 0.4% 8.2%
Direcional DIRR3 Homebuilders Ygor Altero Buy 0 BRL 22.0 75 167 1,524 1,732 310 340 333 416 619 671 - - - - - - 0.5x 0.5x 21.9% 24.0%
Jalles Machado JALL3 Agribusiness Leonardo Alencar Buy 0 BRL 11.0 64 102 1,924 2,229 35 208 345 406 1,667 1,735 - - - - - - 0.0x 0.1x 18.0% 18.2%
Hypera HYPE3 Health Care Rafael Barros Buy 0 BRL 56.5 785 1,151 11,902 13,059 6,563 6,385 1,942 2,429 3,097 3,534 - - - - - - 2.1x 1.8x 16.3% 18.6%
Copasa CSMG3 Sanitation Maíra Maldonado Sell 0 BRL 17.0 180 181 8,134 8,721 2,850 2,980 732 768 1,929 2,023 - - - - - - 1.5x 1.5x 9.0% 8.8%
Guararapes GUAR3 Retail Danniela Eiger Neutral 0 BRL 6.5 72 59 5,346 5,542 2,620 2,644 169 256 1,335 1,407 - - - - - - 2.0x 1.9x 3.2% 4.6%
Camil CAML3 Food & Beverages Leonardo Alencar Buy 0 BRL 12.3 74 132 3,296 3,613 2,569 2,458 315 449 989 1,183 - - - - - - 2.6x 2.1x 9.6% 12.4%
C&A Modas CEAB3 Retail Danniela Eiger Neutral 0 BRL 3.5 26 6 2,730 2,750 1,135 1,086 (70) 26 894 1,010 (12.8x) - - - - - 1.3x 1.1x (2.6%) 0.9%
Vulcabras VULC3 Retail Danniela Eiger Buy 0 BRL 19.0 82 100 2,140 2,600 11 183 459 561 605 710 - - - - - - 0.0x 0.3x 21.4% 21.6%
JSL JSLG3 Transportation Pedro Bruno Buy 0 BRL 11.0 57 83 1,570 1,818 3,743 3,685 229 330 1,082 1,142 - - - - - - 3.5x 3.2x 14.6% 18.2%
BTG Pactual BPAC11 Banks Bernardo Guttmann Neutral 0 BRL 30.0 2,694 3,117 49,065 56,338 - - 9,809 11,244 - - - - - - - - - - 20.0% 20.0%
M. Dias Branco MDIA3 Food & Beverages Leonardo Alencar Neutral 0 BRL 31.8 271 635 7,416 7,937 942 586 986 1,155 1,472 1,699 - - - - - - 0.6x 0.3x 13.3% 14.6%
Arezzo Co. ARZZ3 Retail Danniela Eiger Buy 0 BRL 100.0 190 214 2,969 3,471 489 997 556 716 811 994 - - - - - - 0.6x 1.0x 18.7% 20.6%
Grupo SBF SBFG3 Retail Danniela Eiger Buy 0 BRL 18.0 48 87 2,585 2,928 936 955 250 431 1,059 1,343 - - - - - - 0.9x 0.7x 9.7% 14.7%
Cruzeiro do Sul CSED3 Education Rafael Barros Buy 0 BRL 11.4 19 37 1,660 1,877 1,518 1,360 180 289 669 774 - - - - - - 2.3x 1.8x 10.8% 15.4%
Equatorial Energia EQTL3 Utilities & Energy Maíra Maldonado Buy 0 BRL 30.0 573 804 - - - - 2,291 3,215 5,195 5,402 - - - - - - - - - -
Dimed PNVL3 Retail Danniela Eiger Buy 0 BRL 15.0 26 38 1,255 1,401 22 57 129 183 250 317 - - - - - - 0.1x 0.2x 10.3% 13.1%
Lojas Renner LREN3 Retail Danniela Eiger Buy 0 BRL 28.0 316 425 11,233 12,654 2,554 3,208 1,372 1,846 2,979 3,824 - - - - - - 0.9x 0.8x 12.2% 14.6%
Fleury FLRY3 Health Care Rafael Barros Neutral 0 BRL 29.0 94 104 2,648 3,018 139 486 439 504 1,111 1,198 - - - - - - 0.1x 0.4x 16.6% 16.7%
Vamos VAMO3 Transportation Pedro Bruno Buy 0 BRL 21.0 249 434 3,547 4,429 10,571 12,262 756 1,316 3,254 4,550 - - - - - - 3.2x 2.7x 21.3% 29.7%
Carrefour CRFB3 Retail Danniela Eiger Neutral 0 BRL 20.0 447 674 23,227 25,394 6,292 5,587 1,824 2,841 7,621 8,602 - - - - - - 0.8x 0.6x 7.9% 11.2%
Alpargatas ALPA4 Retail Danniela Eiger Neutral 0 BRL 15.0 109 - 6,373 6,159 1,002 51 434 127 893 1,085 - - - - - - 1.1x 0.0x 6.8% 2.1%
Ecorodovias ECOR3 Transportation Pedro Bruno Neutral 0 BRL 6.0 53 116 2,681 3,206 12,037 12,938 291 641 3,013 3,704 - - - - - - 4.0x 3.5x 10.9% 20.0%
MRV MRVE3 Homebuilders Ygor Altero Buy 0 BRL 17.0 58 266 6,980 7,689 1,073 549 764 944 1,264 1,505 - - - - - - 0.8x 0.4x 10.9% 12.3%
Localiza RENT3 Transportation Pedro Bruno Buy 0 BRL 73.0 833 1,607 11,761 14,384 31,848 39,059 3,140 4,231 11,402 13,972 - - - - - - 2.8x 2.8x 26.7% 29.4%
Ambipar AMBP3 Sanitation Maíra Maldonado Buy 0 BRL 50.0 36 36 1,449 1,559 2,320 2,687 383 530 1,097 1,431 - - - - - - 2.1x 1.9x 26.4% 34.0%
Hermes Pardini PARD3 Health Care Rafael Barros Neutral 0 BRL 21.0 37 42 1,114 1,256 208 330 177 188 378 403 - - - - - - 0.5x 0.8x 15.9% 15.0%
Intelbras INTB3 TMT Bernardo Guttmann Buy 0 BRL 40.0 153 126 2,586 3,230 594 813 611 800 675 822 - - - - - - 0.9x 1.0x 23.6% 24.8%
Track Field TFCO4 Retail Danniela Eiger Neutral 0 BRL 11.0 25 29 439 537 147 196 107 127 175 205 - - - - - - 0.8x 1.0x 24.4% 23.7%
Auren AURE3 Utilities & Energy Maíra Maldonado Buy 0 BRL 17.0 - - - - - - 1,139 990 1,758 1,740 - - - - - - - - - -
Grupo Soma SOMA3 Retail Danniela Eiger Buy 0 BRL 14.0 88 144 7,915 8,583 124 539 499 812 912 1,257 - - - - - - 0.1x 0.4x 6.3% 9.5%
Vivara VIVA3 Retail Danniela Eiger Buy 0 BRL 28.0 64 73 2,034 2,363 35 276 388 403 565 631 - - - - - - 0.1x 0.4x 19.1% 17.0%
Mater Dei MATD3 Health Care Rafael Barros Buy 0 BRL 9.9 38 81 1,868 2,054 1,717 1,568 239 364 688 867 - - - - - - 2.5x 1.8x 12.8% 17.7%
Pão de Açucar PCAR3 Retail Danniela Eiger Neutral 0 BRL 19.0 42 38 16,261 16,394 968 1,082 896 1,020 3,498 3,888 - - - - - - 0.3x 0.3x 5.5% 6.2%
PetroRio PRIO3 Oil & Gas André Vidal Buy 0 BRL 41.6 167 204 3,979 4,938 1,020 186 860 1,163 1,844 2,421 - - - - - - 0.6x 0.1x 21.6% 23.6%
Assai ASAI3 Retail Danniela Eiger Buy 0 BRL 27.0 202 364 5,061 7,397 11,326 11,498 1,497 2,700 5,730 7,575 - - - - - - 2.0x 1.5x 29.6% 36.5%
TOTVS TOTS3 TMT Bernardo Guttmann Buy 0 BRL 39.0 149 187 5,371 6,044 1,946 2,669 664 823 1,126 1,326 - - - - - - 1.7x 2.0x 12.4% 13.6%
Aura Minerals AURA33 Metals & Mining Lucas Laghi Buy 0 BRL 50.0 21 11 424 502 47 106 93 89 175 192 - - - - - - 0.3x 0.6x 22.0% 17.8%
Raia Drogasil RADL3 Retail Danniela Eiger Sell 0 BRL 22.0 251 345 6,207 7,189 969 1,328 969 1,328 2,667 3,254 - - - - - - 0.4x 0.4x 15.6% 18.5%
Pague Menos PGMN3 Retail Danniela Eiger Neutral 0 BRL 7.0 9 9 2,267 2,454 937 1,168 937 1,168 549 646 - - - - - - 1.7x 1.8x 41.3% 47.6%
Locaweb LWSA3 TMT Bernardo Guttmann Neutral 0 BRL 7.5 23 38 3,055 3,183 1,325 1,088 101 166 253 329 - - - - - - 5.2x 3.3x 3.3% 5.2%
Kora Saude KRSA3 Health Care Rafael Barros Neutral 0 BRL 1.3 3 0 1,249 1,308 2,663 2,613 16 76 561 631 - - - - - - 4.7x 4.1x 1.3% 5.8%
Rede D'Or RDOR3 Health Care Rafael Barros Neutral 0 BRL 28.8 244 511 15,906 17,507 18,917 20,115 2,469 3,750 6,705 8,729 - - - - - - 2.8x 2.3x 15.5% 21.4%
Oncoclínicas ONCO3 Health Care Rafael Barros Buy 0 BRL 9.3 12 35 2,643 2,845 3,165 2,995 210 392 1,038 1,300 - - - - - - 3.0x 2.3x 7.9% 13.8%
Rumo RAIL3 Transportation Pedro Bruno Buy 0 BRL 24.0 64 223 16,244 17,800 15,885 15,402 898 1,779 5,635 6,670 - - - - - - 2.8x 2.3x 5.5% 10.0%
Hapvida HAPV3 Health Care Rafael Barros Buy 0 BRL 3.0 14 - 47,825 59,911 13,613 12,927 (931) 86 2,473 3,473 - - - - - - 5.5x 3.7x (1.9%) 0.1%
Weg WEGE3 Capital Goods Lucas Laghi Buy 0 BRL 45.0 38 53 4,422 6,803 890 1,171 5,066 5,823 6,555 7,510 - - - - - - 0.1x 0.2x 114.6% 85.6%
Meliuz CASH3 Financials Non-Banks Bernardo Guttmann Buy 0 BRL 2.0 - - 758 810 491 555 (12) 52 (63) 27 - - - - - - (7.8x) 20.2x (1.6%) 6.4%
D1000 DMVF3 Retail Danniela Eiger Neutral 0 BRL 5.0 - - 879 915 31 34 28 36 134 157 - - - - - - 0.2x 0.2x 3.2% 3.9%
Brisanet BRIT3 TMT Bernardo Guttmann Neutral 0 BRL 4.5 - - 1,438 1,487 1,486 2,075 90 49 593 749 - - - - - - 2.5x 2.8x 6.2% 3.3%
PetroReconcavo RECV3 Oil & Gas André Vidal Buy 0 BRL 33.8 - - 5,428 7,492 1,669 2,923 1,279 2,246 1,850 2,911 - - - - - - 0.9x 1.0x 23.6% 30.0%
Gol GOLL4 Transportation Pedro Bruno Neutral 0 BRL 9.1 - - 22,336 22,597 22,394 24,405 (778) (261) 4,652 5,778 - - - - - - 4.8x 4.2x (3.5%) (1.2%)
Bemobi BMOB3 TMT Bernardo Guttmann Buy 0 BRL 25.0 - 34 1,147 1,261 644 759 120 147 200 229 - - - - - - 3.2x 3.3x 10.4% 11.7%
Enjoei ENJU3 Retail Danniela Eiger Neutral 0 BRL 1.2 - - 354 340 263 219 (25) (14) (34) (28) - - - - - - (7.8x) (8.0x) (7.0%) (4.0%)
Via VIIA3 Retail Danniela Eiger Neutral 0 BRL 3.0 - - 4,866 5,091 2,539 3,694 (437) 225 2,908 3,144 - - - - - - 0.9x 1.2x (9.0%) 4.4%
BRF BRFS3 Food & Beverages Leonardo Alencar Buy 0 BRL 8.6 - - 12,135 12,791 14,872 14,265 312 655 5,368 5,845 - - - - - - 2.8x 2.4x 2.6% 5.1%
Randon RAPT4 Capital Goods Lucas Laghi Buy 0 BRL 11.0 - - 2,759 2,775 0 0 224 439 1,418 1,709 - - - - - - 0.0x 0.0x 8.1% 15.8%
Iochp-Maxion MYPK3 Capital Goods Lucas Laghi Neutral 0 BRL 13.0 - - - - 2,644 1,396 420 530 1,530 1,741 - - - - - - 1.7x 0.8x - -
Anima ANIM3 Education Rafael Barros Buy 0 BRL 11.2 - - 3,228 3,408 4,179 4,165 105 287 1,249 1,424 - - - - - - 3.3x 2.9x 3.2% 8.4%
Fras-Le FRAS3 Capital Goods Lucas Laghi Neutral 0 BRL 11.0 - - 224 224 437 545 276 301 512 554 - - - - - - 0.9x 1.0x 123.3% 134.3%
Eletrobras ELET3 Utilities & Energy Maíra Maldonado Buy 0 BRL 71.0 - - 128,426 123,827 12,460 20,775 9,900 13,060 22,901 25,292 - - - - - - 0.5x 0.8x 7.7% 10.5%
Azul AZUL4 Transportation Pedro Bruno Neutral 0 BRL 14.0 - - 22,509 24,337 25,875 28,449 (2,131) (1,828) 5,029 5,839 - - - - - - 5.1x 4.9x (9.5%) (7.5%)
Grupo Natura NTCO3 Retail Danniela Eiger Buy 0 BRL 22.0 - 312 23,347 24,145 7,886 6,838 457 1,110 4,610 5,652 - - - - - - 1.7x 1.2x 2.0% 4.6%
3tentos TTEN3 Agribusiness Leonardo Alencar Buy 0 BRL 16.2 - 249 3,579 4,326 317 285 706 996 955 1,219 - - - - - - 0.3x 0.2x 19.7% 23.0%
Orizon ORVR3 Sanitation Maíra Maldonado Buy 0 BRL 43.0 - - 728 1,026 806 994 227 298 507 679 - - - - - - 1.6x 1.5x 31.2% 29.0%
Cogna COGN3 Education Rafael Barros Neutral 0 BRL 3.1 - - 13,260 13,383 5,855 5,831 (97) 135 1,584 1,798 - - - - - - 3.7x 3.2x (0.7%) 1.0%
Ômega Geração MEGA3 Utilities & Energy Maíra Maldonado Buy 0 BRL 17.0 - - 4,484 3,395 8,166 6,928 232 (1,088) 1,594 1,759 - - - - - - 5.1x 3.9x 5.2% (32.1%)
Petz PETZ3 Retail Danniela Eiger Buy 0 BRL 10.0 - 32 2,066 2,066 66 7 135 234 350 473 - - - - - - 0.2x 0.0x 6.5% 11.3%
Grupo Mateus GMAT3 Retail Danniela Eiger Buy 0 BRL 10.0 - - 8,740 10,607 1,769 1,949 1,263 1,867 1,758 2,529 - - - - - - 1.0x 0.8x 14.4% 17.6%
Eletromidia ELMD3 TMT Bernardo Guttmann Buy 0 BRL 17.0 - 36 1,043 1,163 380 292 105 156 340 412 - - - - - - 1.1x 0.7x 10.1% 13.4%
Magazine Luiza MGLU3 Retail Danniela Eiger Neutral 0 BRL 5.0 - 200 10,637 11,305 3,055 1,721 (47) 868 3,163 3,688 - - - - - - 1.0x 0.5x (0.4%) 7.7%
Log Comm. Prop. LOGG3 Income Properties Ygor Altero Neutral 0 BRL 28.0 - 18 3,635 3,751 1,274 1,629 74 154 212 283 - - - - - - 6.0x 5.8x 2.0% 4.1%
Tenda TEND3 Homebuilders Ygor Altero Neutral 0 BRL 11.0 - 26 742 768 946 833 (198) 52 53 231 - - - - - - 17.9x 3.6x (26.7%) 6.7%
Nubank NUBR33 Banks Bernardo Guttmann Neutral 0 USD 4.0 - 242 4,927 5,654 - - 350 970 - - - - - - - - - - 7.1% 17.1%
- Target Actual P/E EV/EBITDA Net debt/EBITDA P/VP ROE Div. Yield
Company Ticker Sector Analyst Recommendation Restricted price price % Upside 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024
P_E P_E EV_EBITDA EV_EBITDA
NET DEBT_EBITDA
NET DEBT_EBITDAP_VP P_VP ROE ROE DY DY
NAME TICKER SECTOR_XP LEAD_ANALYST RECOMMENDATION RESTRICTED TARGET P_E_2023 P_E_2024 EV_EBITDA_2023
EV_EBITDA_2024
P_VP_2023 P_VP_2024 ROE_2023 ROE_2024 DY_2023 DY_2024
Boa Safra SOJA3 Agribusiness Leonardo Alencar Buy 0 17.90 11.16 60% 5.1x 4.2x 4.6x 3.7x 1.1x 0.9x 1.2x 1.0x 23.8% 23.9% 4.3% 5.3%
Agrogalaxy AGXY3 Agribusiness Leonardo Alencar Buy 0 16.10 7.80 106% 21.8x 16.0x 9.9x 9.5x 2.4x 2.7x 1.3x 1.3x 6.0% 8.0% 0.0% 0.0%
Vittia VITT3 Agribusiness Leonardo Alencar Buy 0 18.90 11.54 64% 9.0x 8.0x 8.6x 6.8x 1.2x 0.8x 2.3x 1.9x 25.7% 24.3% 3.9% 4.4%
BrasilAgro AGRO3 Agribusiness Leonardo Alencar Neutral 0 31.80 23.80 34% 12.5x 4.7x 5.2x 4.4x 0.2x 0.7x 0.9x 0.8x 7.3% 17.7% 3.4% 9.1%
São Martinho SMTO3 Agribusiness Leonardo Alencar Buy 0 33.50 23.74 41% 6.6x 6.2x 4.1x 3.9x 0.4x 0.3x 1.3x 1.2x 19.1% 19.4% 4.6% 9.9%
Raizen RAIZ4 Agribusiness Leonardo Alencar Buy 0 7.10 2.26 214% 4.1x 4.4x 4.5x 4.1x 1.5x 1.3x 0.9x 0.8x 22.0% 19.2% 12.5% 11.5%
SLC Agricola SLCE3 Agribusiness Leonardo Alencar Buy 0 58.80 45.00 31% 5.6x 6.7x 4.2x 4.6x 0.0x 0.4x 1.5x 1.3x 26.3% 19.6% 7.4% 6.5%
3tentos TTEN3 Agribusiness Leonardo Alencar Buy 0 16.20 12.12 34% 8.5x 6.0x 6.5x 5.1x 0.3x 0.2x 1.7x 1.4x 19.7% 23.0% 0.0% 4.0%
Jalles Machado JALL3 Agribusiness Leonardo Alencar Buy 0 11.00 6.55 68% 5.6x 4.7x 2.4x 2.3x 0.0x 0.1x 1.0x 0.9x 18.0% 18.2% 3.0% 4.7%
Sector Average - 8.8x 6.8x 5.6x 4.9x 0.8x 0.8x 1.3x 1.2x 18.7% 19.3% 4.3% 6.2%
Ambev ABEV3 Food & Beverages Leonardo Alencar Buy 0 18.10 13.78 31% 15.4x 13.6x 7.7x 7.1x 0.9x 1.1x 2.3x 2.1x 15.1% 15.7% 3.3% 3.7%
Marfrig MRFG3 Food & Beverages Leonardo Alencar Buy 0 28.30 6.37 344% 1.0x 1.2x 8.8x 10.1x 2.1x 2.1x 0.2x 0.2x 16.8% 12.2% 10.5% 8.9%
Minerva BEEF3 Food & Beverages Leonardo Alencar Buy 0 19.10 11.45 67% 6.8x 4.6x 4.3x 4.1x 1.8x 1.7x 3.9x 2.8x 57.8% 60.0% 6.8% 10.2%
M. Dias Branco MDIA3 Food & Beverages Leonardo Alencar Neutral 0 31.80 24.28 31% 8.3x 7.1x 6.6x 5.7x 0.6x 0.3x 1.1x 1.0x 13.3% 14.6% 1.2% 2.6%
JBS JBSS3 Food & Beverages Leonardo Alencar Buy 0 58.10 18.23 219% 2.3x 2.6x 3.5x 3.5x 1.6x 1.5x 0.6x 0.5x 24.2% 19.6% 10.1% 18.3%
BRF BRFS3 Food & Beverages Leonardo Alencar Buy 0 20.60 5.55 271% 13.2x 5.4x 3.7x 3.2x 2.7x 2.2x 0.4x 0.4x 3.3% 7.4% 0.0% 0.0%
Camil CAML3 Food & Beverages Leonardo Alencar Buy 0 12.30 6.59 87% 7.3x 5.1x 5.4x 4.5x 2.6x 2.1x 0.7x 0.6x 9.6% 12.4% 7.6% 9.7%
Itaú Unibanco ITUB4 Banks Matheus Guimarães Buy 0 34.00 23.15 47% 5.9x 5.2x - - - - 1.1x 1.0x 18.9% 18.6% 3.7% 5.0%
Banco do Brasil BBAS3 Banks Matheus Guimarães Buy 0 61.00 37.21 64% 3.3x 3.1x - - - - 0.6x 0.5x 18.3% 17.2% 11.7% 12.3%
Bradesco BBDC4 Banks Matheus Guimarães Neutral 0 18.00 12.57 43% 5.0x 3.9x - - - - 0.7x 0.6x 14.2% 16.0% 5.4% 6.8%
Santander SANB11 Banks Matheus Guimarães Neutral 0 34.00 25.52 33% 6.8x 5.3x - - - - 1.1x 1.0x 15.6% 17.9% 3.5% 4.4%
Inter INBR32 Banks Matheus Guimarães Buy 0 18.00 7.41 143% #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A 0.0% 0.0%
Sector Average - #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A 4.9% 5.7%
Iochp-Maxion MYPK3 Capital Goods Lucas Laghi Neutral 0 13.00 11.51 13% 4.2x 3.3x 4.1x 3.6x 1.7x 0.8x - - - - 0.0% 0.0%
Randon RAPT4 Capital Goods Lucas Laghi Buy 0 11.00 7.13 54% 10.3x 5.3x 4.0x 3.3x 0.0x 0.0x 0.8x 0.8x 8.1% 15.8% 0.0% 0.0%
#N/A EMBR3 #N/A #N/A #N/A #N/A #N/A 20.54 #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Fras-Le FRAS3 Capital Goods Lucas Laghi Neutral 0 11.00 9.06 21% 8.8x 8.0x 4.5x 4.1x 0.9x 1.0x 10.8x 10.8x 123.3% 134.3% 0.0% 0.0%
Marcopolo POMO4 Capital Goods Lucas Laghi Buy 0 4.50 3.25 38% 8.9x 6.5x 5.9x 5.3x 0.0x 0.0x 0.8x 0.8x 9.5% 12.5% 5.4% 9.6%
Tupy TUPY3 Capital Goods Lucas Laghi Buy 0 43.00 24.09 78% 5.7x 4.7x 3.1x 2.7x 2.0x 1.9x 0.8x 0.8x 14.8% 16.6% 7.9% 14.5%
WEG WEGE3 Capital Goods Lucas Laghi Buy 0 50.00 39.89 25% 32.7x 27.3x 25.4x 21.6x 0.0x 0.0x 50.4x 28.0x 154.3% 102.8% 0.0% 0.0%
Aeris AERI3 Capital Goods Lucas Laghi Buy 0 4.00 1.14 251% 4.8x 3.2x 3.9x 3.3x 1.7x 1.0x 0.8x 0.7x 16.5% 22.2% 9.8% 17.4%
Sector Average - #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A #N/A
Plano & Plano PLPL3 Homebuilders Ygor Altero Buy 0 7.00 5.78 21% 6.0x 5.4x 5.4x 5.0x 0.8x 0.4x 2.1x 1.6x 34.6% 30.0% 3.9% 5.6%
Cyrela CYRE3 Homebuilders Ygor Altero Buy 0 33.00 13.26 149% 4.3x 3.7x 6.0x 5.6x 0.7x 0.4x 0.7x 0.7x 16.6% 17.7% 9.6% 12.2%
MRV MRVE3 Homebuilders Ygor Altero Buy 0 17.00 6.99 143% 4.4x 3.6x 8.6x 7.2x 0.8x 0.4x 0.5x 0.4x 10.9% 12.3% 2.1% 9.5%
Cury CURY3 Homebuilders Ygor Altero Buy 0 17.00 12.06 41% 6.9x 6.2x 5.6x 5.0x 0.7x 0.5x 3.7x 2.8x 53.1% 45.8% 5.5% 7.0%
EZTec EZTC3 Homebuilders Ygor Altero Buy 0 48.00 12.17 294% 1.7x 1.9x 1.6x 1.8x 0.4x 0.9x 0.5x 0.4x 26.5% 21.3% 23.4% 25.3%
Direcional DIRR3 Homebuilders Ygor Altero Buy 0 22.00 15.35 43% 6.9x 5.5x 4.3x 4.0x 0.5x 0.5x 1.5x 1.3x 21.9% 24.0% 3.3% 7.4%
Even EVEN3 Homebuilders Ygor Altero Neutral 0 13.00 4.41 195% 2.8x 2.6x 4.3x 4.2x 2.3x 2.7x 0.4x 0.4x 16.1% 16.6% 23.8% 27.0%
Tenda TEND3 Homebuilders Ygor Altero Neutral 0 11.00 4.86 126% -2.5x 9.5x 24.7x 5.6x 17.9x 3.6x 0.7x 0.6x -26.7% 6.7% 0.0% 5.6%
Lavvi LAVV3 Homebuilders Ygor Altero Buy 0 11.50 4.91 134% 3.4x 2.5x 2.2x 1.7x 1.1x 1.1x 0.6x 0.5x 17.2% 20.5% 4.7% 6.6%
Melnick MELK3 Homebuilders Ygor Altero Buy 0 9.00 3.00 200% 3.6x 2.7x 2.6x 1.9x 1.3x 0.6x 0.5x 0.4x 12.8% 16.2% 12.0% 16.6%
Trisul TRIS3 Homebuilders Ygor Altero Buy 0 14.00 2.89 384% 1.5x 1.3x 2.8x 2.5x 0.6x 0.4x 0.3x 0.3x 19.7% 20.3% 12.8% 17.0%
Cruzeiro do Sul CSED3 Education Rafael Barros Buy 0 11.40 2.15 430% 4.5x 2.8x 1.4x 1.2x 2.3x 1.8x 0.5x 0.4x 10.8% 15.4% 0.0% 0.0%
Anima ANIM3 Education Rafael Barros Buy 0 11.20 3.24 246% 11.7x 4.3x 4.4x 3.9x 3.3x 2.9x 0.4x 0.4x 3.2% 8.4% 0.0% 0.0%
YDUQS YDUQ3 Education Rafael Barros Buy 0 33.70 6.55 415% 3.8x 2.5x 3.3x 2.9x 2.1x 1.8x 0.5x 0.5x 13.3% 18.2% 0.0% 0.0%
Cogna COGN3 Education Rafael Barros Neutral 0 3.10 2.03 53% -39.1x 28.2x 6.9x 6.1x 3.7x 3.2x 0.3x 0.3x -0.7% 1.0% 0.0% 0.0%
Ser Educacional SEER3 Education Rafael Barros Buy 0 18.20 3.25 460% 3.4x 2.3x 1.8x 1.6x 2.4x 2.1x 0.3x 0.2x 7.5% 10.5% 0.0% 0.0%
Sector Average - -3.1x 8.0x 3.6x 3.1x 2.8x 2.4x 0.4x 0.4x 6.8% 10.7% 0.0% 0.0%
Eletrobras ELET3 Utilities & Energy Maíra Maldonado Buy 0 71.00 30.53 133% 7.2x 5.4x 4.6x 4.2x 0.5x 0.8x 0.6x 0.6x 7.7% 10.5% 0.0% 0.0%
Copel CPLE6 Utilities & Energy Maíra Maldonado Buy 0 8.00 6.61 21% 6.6x 6.3x 5.0x 4.9x 0.0x 0.2x 0.7x 0.7x 10.8% 10.8% 8.9% 9.3%
Isa Cteep TRPL4 Utilities & Energy Maíra Maldonado Neutral 0 26.00 21.41 21% 10.5x 8.4x 7.1x 6.4x 1.7x 1.5x 2.3x 2.0x 21.9% 24.0% 8.7% 6.7%
Taesa TAEE11 Utilities & Energy Maíra Maldonado Neutral 0 37.00 34.50 7% 9.2x 8.9x 10.1x 9.5x 3.1x 2.6x 2.1x 2.0x 23.0% 22.7% 6.6% 10.0%
Alupar ALUP11 Utilities & Energy Maíra Maldonado Buy 0 30.00 26.39 14% 23.3x 13.2x 7.1x 6.6x 3.2x 2.8x 1.8x 1.8x 7.6% 13.4% 4.2% 7.4%
Ômega Geração MEGA3 Utilities & Energy Maíra Maldonado Buy 0 17.00 7.83 117% 21.0x -4.5x 7.5x 6.8x 5.1x 3.9x 1.1x 1.4x 5.2% -32.1% 0.0% 0.0%
AES Brasil AESB3 Utilities & Energy Maíra Maldonado Buy 0 15.00 9.74 54% 11.0x 6.7x 7.2x 6.4x 3.8x 3.0x 1.8x 1.6x 15.9% 23.5% 6.4% 9.6%
Cemig CMIG4 Utilities & Energy Maíra Maldonado Neutral 0 13.00 10.52 24% 14.3x 11.7x 7.0x 6.2x 2.2x 1.7x 1.4x 1.3x 9.6% 11.1% 6.1% 7.5%
Equatorial Energia EQTL3 Utilities & Energy Maíra Maldonado Buy 0 30.00 24.53 22% 11.8x 8.4x 10.1x 9.7x 0.0x 0.0x - - - - 2.2% 3.1%
EDP Brasil ENBR3 Utilities & Energy Maíra Maldonado Neutral 0 30.00 21.89 37% 12.5x 9.9x 8.8x 7.6x 0.0x 0.0x - - - - 4.7% 4.9%
Engie Brasil EGIE3 Utilities & Energy Maíra Maldonado Neutral 0 49.00 39.38 24% 6.8x 6.6x 6.0x 6.0x 0.0x 0.0x - - - - 13.8% 14.4%
Auren AURE3 Utilities & Energy Maíra Maldonado Buy 0 21.00 14.28 47% 80.4x 61.5x 19.9x 18.7x 0.0x 0.0x - - - - 6.2% 7.4%
Vale VALE3 Metals & Mining André Vidal Buy 0 97.10 79.58 22% 5.7x 5.5x 3.8x 3.8x 0.2x 0.5x 1.3x 1.1x 23.0% 20.6% 0.0% 0.0%
CSN Mineração CMIN3 Metals & Mining André Vidal Buy 0 7.80 4.48 74% 5.9x 6.0x 3.3x 3.3x 0.1x 0.0x 1.3x 1.2x 21.6% 20.2% 7.4% 11.7%
Gerdau GGBR4 Metals & Mining André Vidal Buy 0 33.80 24.30 39% 7.7x 7.6x 4.3x 4.1x 0.4x 0.4x 0.9x 0.9x 11.5% 11.5% 0.0% 0.0%
Aura Minerals AURA33 Metals & Mining André Vidal Buy 0 50.00 37.00 35% 28.6x 29.9x 17.8x 16.2x 0.3x 0.6x 6.3x 5.3x 22.0% 17.8% 0.8% 0.4%
Usiminas USIM5 Metals & Mining André Vidal Neutral 0 15.49 6.64 133% 4.1x 4.0x 3.3x 3.2x 1.6x 1.9x 0.4x 0.3x 8.7% 8.5% 0.0% 0.0%
CBA CBAV3 Metals & Mining André Vidal Buy 0 18.00 6.71 168% 4.2x 3.7x 2.7x 2.5x 0.8x 0.5x 0.7x 0.6x 16.5% 16.4% 4.0% 3.9%
Klabin KLBN11 Pulp & Paper André Vidal Buy 0 26.80 18.06 48% 5.0x 7.8x 3.7x 4.2x 2.3x 2.8x 1.4x 1.3x 27.9% 16.7% 7.4% 7.0%
Suzano SUZB3 Pulp & Paper André Vidal Buy 0 72.87 42.24 73% 9.8x 11.0x 4.8x 5.5x 2.6x 2.8x 1.3x 1.2x 13.8% 11.2% 3.6% 2.1%
Irani RANI3 Pulp & Paper André Vidal Neutral 0 9.40 8.41 12% 7.5x 12.4x 3.9x 4.6x 1.4x 1.5x 1.6x 1.4x 20.8% 11.6% 3.7% 2.2%
brMalls BRML3 Income Properties Ygor Altero Buy 0 13.00 #NUM! #NUM! 0.0x 0.0x 0.0x 0.0x 0.0x 0.0x 5.7% 6.8% 0.0% 0.0%
Multiplan MULT3 Income Properties Ygor Altero Buy 0 33.00 23.44 41% 15.4x 13.6x 10.6x 9.7x 0.8x 0.4x 2.0x 1.9x 13.1% 13.8% 3.2% 3.1%
JHSF JHSF3 Income Properties Ygor Altero Buy 0 9.70 3.51 176% 4.6x 3.3x 6.1x 4.8x 0.3x 0.2x 0.5x 0.5x 11.8% 15.2% 6.2% 8.8%
Iguatemi IGTI11 Income Properties Ygor Altero Buy 0 28.00 18.33 53% 8.5x 6.1x 5.1x 4.7x 1.2x 0.9x 0.7x 0.7x 8.4% 11.1% 3.1% 4.4%
Log Comm. Prop. LOGG3 Income Properties Ygor Altero Neutral 0 28.00 15.07 86% 20.5x 9.8x 14.5x 10.8x 6.0x 5.8x 0.4x 0.4x 2.0% 4.1% 0.0% 1.3%
Sanepar SAPR11 Sanitation Maíra Maldonado Neutral 0 26.00 17.05 52% 3.4x 3.1x 3.1x 2.9x 1.2x 1.2x 0.5x 0.5x 15.4% 15.1% 8.3% 9.1%
Orizon ORVR3 Sanitation Maíra Maldonado Buy 0 43.00 35.28 22% 12.5x 9.5x 6.8x 5.1x 1.6x 1.5x 3.9x 2.8x 31.2% 29.0% 0.0% 0.0%
Ambipar AMBP3 Sanitation Maíra Maldonado Buy 0 50.00 17.78 181% 5.2x 3.8x 4.8x 3.7x 2.1x 1.9x 1.4x 1.3x 26.4% 34.0% 1.5% 1.5%
Sabesp SBSP3 Sanitation Maíra Maldonado Neutral 0 52.00 48.21 8% 9.3x 9.0x 5.3x 5.1x 1.9x 2.1x 1.2x 1.1x 12.5% 12.2% 5.1% 5.3%
Copasa CSMG3 Sanitation Maíra Maldonado Sell 0 17.00 15.17 12% 7.9x 7.5x 4.5x 4.3x 1.5x 1.5x 0.7x 0.7x 9.0% 8.8% 3.2% 3.2%
Mater Dei MATD3 Health Care Leonardo Alencar Buy 0 9.90 7.61 30% 12.2x 8.0x 5.5x 4.4x 2.5x 1.8x 1.6x 1.4x 12.8% 17.7% 0.0% 0.0%
Kora Saude KRSA3 Health Care Leonardo Alencar Neutral 0 1.27 0.81 57% 38.2x 8.2x 4.9x 4.4x 4.7x 4.1x 0.5x 0.5x 1.3% 5.8% 0.0% 0.0%
Oncoclínicas ONCO3 Health Care Leonardo Alencar Buy 0 9.30 6.29 48% 14.4x 7.7x 5.7x 4.6x 3.0x 2.3x 1.1x 1.1x 7.9% 13.8% 0.0% 0.0%
Blau BLAU3 Health Care Leonardo Alencar Buy 0 47.00 25.00 88% 9.0x 7.4x 5.9x 4.8x 0.5x 0.3x 2.0x 1.8x 22.5% 24.3% 0.0% 0.0%
Rede D'Or RDOR3 Health Care Leonardo Alencar Neutral 0 28.80 20.75 39% 19.2x 12.6x 9.6x 7.4x 2.8x 2.3x 3.0x 2.7x 15.5% 21.4% 0.0% 0.0%
Hapvida HAPV3 Health Care Leonardo Alencar Buy 0 3.00 2.07 45% -15.8x 170.8x 8.8x 6.3x 5.5x 3.7x 0.3x 0.2x -1.9% 0.1% 0.0% 0.0%
Hypera HYPE3 Health Care Leonardo Alencar Buy 0 56.50 39.47 43% 12.8x 10.3x 10.2x 9.0x 2.1x 1.8x 2.1x 1.9x 16.3% 18.6% 0.0% 0.0%
Dasa DASA3 Health Care Leonardo Alencar Buy 0 20.80 7.59 174% 131.9x 6.6x 4.4x 3.5x 4.5x 3.6x 0.6x 0.5x 0.4% 8.2% 0.0% 0.0%
Hermes Pardini PARD3 Health Care Leonardo Alencar Neutral 0 21.00 19.45 8% 14.0x 13.1x 7.0x 6.6x 0.5x 0.8x 2.2x 2.0x 15.9% 15.0% 0.0% 0.0%
Fleury FLRY3 Health Care Leonardo Alencar Neutral 0 29.00 14.23 104% 11.9x 10.3x 6.8x 6.3x 0.1x 0.4x 2.0x 1.7x 16.6% 16.7% 0.0% 0.0%
Brisanet BRIT3 TMT Bernardo Guttmann Neutral 0 4.55 1.90 139% 9.4x 17.3x 2.6x 2.0x 2.5x 2.8x 0.6x 0.6x 6.2% 3.3% 0.0% 0.0%
G2D G2DI33 TMT Bernardo Guttmann Buy 0 7.30 1.90 284% - - - - - - - - - - 0.0% 0.0%
Positivo POSI3 TMT Bernardo Guttmann Buy 0 16.00 7.20 122% 3.3x 3.6x 3.1x 3.2x 1.6x 1.3x 0.6x 0.5x 18.9% 15.0% 5.2% 4.8%
Bemobi BMOB3 TMT Bernardo Guttmann Buy 0 25.00 12.86 94% 9.3x 7.6x 2.7x 2.3x 3.2x 3.3x 1.0x 0.9x 10.4% 11.7% 0.0% 2.9%
Desktop DESK3 TMT Bernardo Guttmann Buy 0 19.00 7.50 153% 5.4x 3.8x 2.5x 2.0x 1.9x 1.9x 0.6x 0.6x 11.7% 14.7% 3.9% 5.5%
Intelbras INTB3 TMT Bernardo Guttmann Buy 0 42.00 24.86 69% 12.3x 10.5x 10.3x 8.4x 0.6x 0.5x 3.0x 2.5x 24.8% 23.4% 1.3% 1.3%
Locaweb LWSA3 TMT Bernardo Guttmann Neutral 0 7.49 5.11 46% 29.8x 18.2x 6.5x 5.0x 5.2x 3.3x 1.0x 0.9x 3.3% 5.2% 0.8% 1.3%
TOTVS TOTS3 TMT Bernardo Guttmann Buy 0 39.00 26.30 48% 24.0x 19.4x 13.5x 11.5x 1.7x 2.0x 3.0x 2.6x 12.4% 13.6% 0.9% 1.1%
Tim TIMS3 TMT Bernardo Guttmann Buy 0 18.00 12.69 42% 17.1x 12.6x 2.7x 2.6x 1.1x 0.8x 1.3x 1.3x 7.5% 10.2% 7.6% 8.3%
Telefônica Brasil VIVT3 TMT Bernardo Guttmann Neutral 0 49.00 38.53 27% 15.8x 12.8x 3.9x 3.8x 0.5x 0.3x 0.9x 0.9x 6.0% 7.4% 5.6% 7.8%
Unifique FIQE3 TMT Bernardo Guttmann Buy 0 7.50 3.32 126% 6.6x 5.6x 2.3x 1.8x 0.3x 0.6x 1.0x 0.9x 15.1% 15.6% 3.4% 4.0%
Allied ALLD3 TMT Bernardo Guttmann Neutral 0 7.50 4.57 64% 4.2x 3.9x 3.0x 2.9x 1.3x 1.1x 0.3x 0.3x 6.3% 6.4% 0.0% 0.0%
Eletromidia ELMD3 TMT Bernardo Guttmann Buy 0 17.00 14.47 17% 17.5x 11.8x 7.4x 6.2x 1.1x 0.7x 1.8x 1.6x 10.1% 13.4% 0.0% 0.0%
CCR CCRO3 Transportation Pedro Bruno Neutral 0 15.00 11.57 30% 13.7x 13.0x 5.0x 5.2x 3.0x 3.1x 2.3x 2.1x 16.9% 16.5% 0.0% 0.0%
Ecorodovias ECOR3 Transportation Pedro Bruno Neutral 0 6.00 4.67 28% 11.2x 5.1x 4.5x 3.7x 4.0x 3.5x 1.2x 1.0x 10.9% 20.0% 0.0% 0.0%
Rumo RAIL3 Transportation Pedro Bruno Buy 0 24.00 17.83 35% 36.9x 19.4x 7.4x 6.6x 1.6x 1.3x 2.1x 1.9x 5.6% 9.9% 0.3% 1.2%
Hidrovias do Brasil HBSA3 Transportation Pedro Bruno Buy 0 8.90 1.98 349% 3.9x 2.9x 5.1x 4.3x 3.5x 3.0x 0.8x 0.7x 19.9% 24.2% 7.0% 19.1%
Santos Brasil STBP3 Transportation Pedro Bruno Buy 0 11.00 7.55 46% 12.7x 11.0x 5.6x 4.8x 0.0x 0.1x 3.2x 3.2x 24.7% 28.6% 7.2% 8.4%
Localiza RENT3 Transportation Pedro Bruno Buy 0 73.00 50.06 46% 15.7x 11.6x 6.7x 5.5x 2.8x 2.8x 4.2x 3.4x 26.7% 29.4% 1.6% 3.1%
Movida MOVI3 Transportation Pedro Bruno Buy 0 9.40 7.02 34% 5.4x 3.0x 3.3x 3.0x 3.2x 2.9x 0.6x 0.5x 11.5% 18.1% 5.0% 9.1%
Vamos VAMO3 Transportation Pedro Bruno Buy 0 21.00 12.28 71% 16.5x 9.5x 5.6x 4.0x 3.2x 2.7x 3.5x 2.8x 21.3% 29.7% 1.9% 3.2%
Simpar SIMH3 Transportation Pedro Bruno Buy 0 18.40 6.85 169% 3.8x 2.4x 3.8x 3.2x 3.6x 3.4x 0.7x 0.6x 19.6% 25.6% 0.0% 0.0%
JSL JSLG3 Transportation Pedro Bruno Buy 0 11.00 6.30 75% 7.8x 5.4x 5.3x 5.0x 3.5x 3.2x 1.1x 1.0x 14.6% 18.2% 2.9% 4.2%
Azul AZUL4 Transportation Pedro Bruno Neutral 0 14.00 11.19 25% -1.8x -2.1x 5.3x 4.5x 5.1x 4.9x 0.2x 0.2x -9.5% -7.5% 0.0% 0.0%
Gol GOLL4 Transportation Pedro Bruno Neutral 0 9.10 5.98 52% -3.2x -9.6x 3.0x 2.4x 4.8x 4.2x 0.1x 0.1x -3.5% -1.2% 0.0% 0.0%
C&A Modas CEAB3 Retail Danniela Eiger Neutral 0 3.50 2.60 35% -11.3x 30.6x 1.4x 1.3x 1.3x 1.1x 0.3x 0.3x -2.6% 0.9% 3.0% 0.7%
Enjoei ENJU3 Retail Danniela Eiger Buy 0 1.20 0.84 43% -6.8x -12.2x 4.2x 5.1x -7.8x -8.0x 0.5x 0.5x -7.0% -4.0% 0.0% 0.0%
D1000 DMVF3 Retail Danniela Eiger Neutral 0 5.00 3.20 56% 5.7x 4.5x 1.0x 0.9x 0.2x 0.2x 0.2x 0.2x 3.2% 3.9% 0.0% 0.0%
Guararapes GUAR3 Retail Danniela Eiger Neutral 0 6.50 4.09 59% 12.1x 8.0x 2.8x 2.6x 2.0x 1.9x 0.4x 0.4x 3.2% 4.6% 3.3% 2.7%
Grupo Natura NTCO3 Retail Danniela Eiger Buy 0 22.00 13.33 65% 40.1x 16.5x 5.6x 4.6x 1.7x 1.2x 0.8x 0.8x 2.0% 4.6% 0.0% 1.5%
Dimed PNVL3 Retail Danniela Eiger Buy 0 15.00 8.96 67% 10.3x 7.3x 8.2x 6.4x 0.1x 0.2x 1.1x 0.9x 10.3% 13.1% 1.8% 2.6%
Multilaser MLAS3 Retail Danniela Eiger Buy 0 6.00 1.97 205% 5.9x 23.2x 4.4x 2.8x 0.8x 0.7x 0.4x 0.4x 6.1% 1.6% 3.8% 0.0%
Pague Menos PGMN3 Retail Danniela Eiger Neutral 0 7.00 2.95 137% 1.4x 1.1x 5.0x 4.2x 1.7x 1.8x 0.6x 0.5x 41.3% 47.6% 0.6% 0.6%
Grupo Soma SOMA3 Retail Danniela Eiger Buy 0 14.00 8.00 75% 12.6x 7.7x 7.8x 5.7x 0.1x 0.4x 0.8x 0.7x 6.3% 9.5% 1.4% 2.2%
Grupo SBF SBFG3 Retail Danniela Eiger Buy 0 18.00 7.88 128% 7.7x 4.5x 3.8x 3.0x 0.9x 0.7x 0.7x 0.7x 9.7% 14.7% 2.4% 4.3%
Raia Drogasil RADL3 Retail Danniela Eiger Sell 0 22.00 23.57 -7% 40.1x 29.3x 15.3x 12.5x 0.4x 0.4x 6.3x 5.4x 15.6% 18.5% 0.7% 0.9%
Carrefour CRFB3 Retail Danniela Eiger Neutral 0 20.00 11.35 76% 13.1x 8.4x 4.4x 3.9x 0.8x 0.6x 1.0x 0.9x 7.9% 11.2% 1.6% 2.5%
Assai ASAI3 Retail Danniela Eiger Buy 0 27.00 15.25 77% 13.7x 7.6x - - 2.0x 1.5x 4.1x 2.8x 29.6% 36.5% 0.8% 1.5%
Magazine Luiza MGLU3 Retail Danniela Eiger Neutral 0 5.00 3.11 61% -440.7x 23.9x 8.0x 6.8x 1.0x 0.5x 2.0x 1.8x -0.4% 7.7% 0.0% 0.9%
Petz PETZ3 Retail Danniela Eiger Buy 0 10.00 5.80 72% 19.9x 11.5x 7.5x 5.5x 0.2x 0.0x 1.3x 1.3x 6.5% 11.3% 0.0% 1.1%
Grupo Mateus GMAT3 Retail Danniela Eiger Buy 0 10.00 5.24 91% 9.2x 6.2x 7.4x 5.2x 1.0x 0.8x 1.3x 1.1x 14.4% 17.6% 0.0% 0.0%
Lojas Renner LREN3 Retail Danniela Eiger Buy 0 28.00 16.82 66% 11.8x 8.8x 5.1x 4.0x 0.9x 0.8x 1.4x 1.3x 12.2% 14.6% 1.8% 2.4%
Americanas AMER3 Retail Danniela Eiger Neutral 1 20.00 1.02 1861% 1.3x 0.8x 2.7x 2.4x 2.0x 1.9x 0.1x 0.1x 4.5% 6.9% 252.3% 385.3%
Vivara VIVA3 Retail Danniela Eiger Buy 0 28.00 21.07 33% 12.8x 12.3x 8.6x 7.7x 0.1x 0.4x 2.4x 2.1x 19.1% 17.0% 1.3% 1.5%
Alpargatas ALPA4 Retail Danniela Eiger Neutral 0 15.00 7.85 91% 12.8x 43.6x 6.9x 5.7x 1.1x 0.0x 0.9x 0.9x 6.8% 2.1% 3.4% 0.0%
Pão de Açucar PCAR3 Retail Danniela Eiger Neutral 0 19.00 13.58 40% 4.1x 3.6x 2.3x 2.0x 0.3x 0.3x 0.2x 0.2x 5.5% 6.2% 1.1% 1.0%
Via VIIA3 Retail Danniela Eiger Neutral 0 3.00 1.85 62% -6.7x 13.0x 3.5x 3.3x 0.9x 1.2x 0.6x 0.6x -9.0% 4.4% 0.0% 0.0%
Arezzo Co. ARZZ3 Retail Danniela Eiger Buy 0 100.00 61.21 63% 12.1x 9.4x 8.2x 6.7x 0.6x 1.0x 2.3x 1.9x 18.7% 20.6% 2.3% 2.6%
Track Field TFCO4 Retail Danniela Eiger Neutral 0 11.00 10.25 7% 15.2x 12.9x 9.5x 8.1x 0.8x 1.0x 3.7x 3.0x 24.4% 23.7% 0.3% 0.3%
Vulcabras VULC3 Retail Danniela Eiger Buy 0 19.00 11.77 61% 6.3x 5.2x 5.1x 4.4x 0.0x 0.3x 1.3x 1.1x 21.4% 21.6% 3.0% 3.7%
Sector Average - -7.9x 11.5x 5.8x 4.8x 0.5x 0.4x 1.4x 1.2x 10.0% #N/A 11.4% 16.7%
PetroReconcavo RECV3 Oil & Gas André Vidal Buy 0 33.80 19.90 70% 4.6x 2.6x 2.6x 1.7x 0.9x 1.0x 1.1x 0.8x 23.6% 30.0% 0.0% 0.0%
3R Petroleum RRRP3 Oil & Gas André Vidal Buy 0 82.50 29.45 180% 2.9x 2.0x 1.4x 1.2x 1.0x 0.7x 0.9x 0.7x 31.3% 34.0% 2.8% 9.2%
Petrobras PETR4 Oil & Gas André Vidal Buy 0 35.50 22.80 56% 2.7x 3.4x 1.9x 2.1x 0.8x 0.9x 0.8x 0.8x 30.1% 22.9% 15.3% 11.2%
PetroRio PRIO3 Oil & Gas André Vidal Buy 0 41.60 29.93 39% 17.2x 12.8x 0.8x 0.6x 55.3x 7.7x 0.0x 0.0x 0.0% 0.0% 0.6% 0.7%
Sector Average - 6.9x 5.2x 1.7x 1.4x 14.5x 2.6x 0.7x 0.6x 21.2% #N/A 4.7% 5.3%
- Target Actual Mkt cap NOSH Net revenue (BRL M) EBITDA (BRL M) Net income (BRL M) NII (BRL M) EPS (BRL M)
Company Ticker Sector Analyst Recommendation Restricted price price % Upside (BRL B) 2023 2023 2024 2023 2024 2023 2024 2023 2024 2023 2024
5/19/2023 NOSH NET_REV NET_REV EBITDA EBITDA NET_INCOMENET_INCOME
NET_INT_INCOME
NET_INT_INCOME
NAME TICKER SECTOR_XP LEAD_ANALYST RECOMMENDATION RESTRICTED CURRENCY TARGET NOSH_2023 NET_REV_2023NET_REV_2024EBITDA_2023 EBITDA_2024
NET_INCOME_2023
NET_INCOME_2024
NET_INT_INCOME_2023
NET_INT_INCOME_2024
BrasilAgro AGRO3 Agribusiness Leonardo Alencar Neutral 0 BRL 31.8 23.80 34% 2.4 102 1,375 1,496 564 656 188 501 - - 1.8 4.9
Agrogalaxy AGXY3 Agribusiness Leonardo Alencar Buy 0 BRL 16.1 7.8 106% 1.3 171 3,270 4,143 251 259 60 82 - - 0.4 0.5
Jalles Machado JALL3 Agribusiness Leonardo Alencar Buy 0 BRL 11.0 6.55 68% 1.9 295 2,183 2,468 1,667 1,735 345 406 - - 1.2 1.4
Raizen RAIZ4 Agribusiness Leonardo Alencar Buy 0 BRL 7.1 2.26 214% 23.3 10,353 268,263 280,622 13,912 15,405 5,711 5,326 - - 0.6 0.5
SLC Agricola SLCE3 Agribusiness Leonardo Alencar Buy 0 BRL 58.8 45 31% 9.2 212 8,323 7,531 2,759 2,524 1,655 1,365 - - 7.8 6.4
São Martinho SMTO3 Agribusiness Leonardo Alencar Buy 0 BRL 33.5 23.74 41% 8.2 354 7,158 7,268 3,696 3,879 1,243 1,324 - - 3.5 3.7
Boa Safra SOJA3 Agribusiness Leonardo Alencar Buy 0 BRL 17.9 11.16 60% 1.3 117 2,026 2,514 314 392 256 313 - - 2.2 2.7
3tentos TTEN3 Agribusiness Leonardo Alencar Buy 0 BRL 16.2 12.12 34% 6.0 496 11,236 13,060 955 1,219 706 996 - - 1.4 2.0
Vittia VITT3 Agribusiness Leonardo Alencar Buy 0 BRL 18.9 11.54 64% 1.6 143 1,140 1,305 212 267 181 205 - - 1.3 1.4
Ambev ABEV3 Food & Beverages Leonardo Alencar Buy 0 BRL 18.1 13.78 31% 216.9 15,737 88,150 92,826 26,736 29,244 14,112 15,943 - - 0.9 1.0
Minerva BEEF3 Food & Beverages Leonardo Alencar Buy 0 BRL 19.1 11.45 67% 6.7 607 32,215 32,726 3,224 3,371 981 1,457 - - 1.6 2.4
BRF BRFS3 Food & Beverages Leonardo Alencar Buy 0 BRL 20.6 5.55 271% 6.0 1,082 56,995 59,380 5,860 6,770 452 1,098 - - 0.4 1.0
Camil CAML3 Food & Beverages Leonardo Alencar Buy 0 BRL 12.3 6.59 87% 2.3 360 11,419 12,424 989 1,183 315 449 - - 0.9 1.2
JBS JBSS3 Food & Beverages Leonardo Alencar Buy 0 BRL 58.1 18.23 219% 40.4 2,220 390,604 404,938 35,004 34,499 17,218 15,554 - - 7.8 7.0
M. Dias Branco MDIA3 Food & Beverages Leonardo Alencar Neutral 0 BRL 31.8 24.28 31% 8.2 339 10,778 11,251 1,472 1,699 986 1,155 - - 2.9 3.4
Marfrig MRFG3 Food & Beverages Leonardo Alencar Buy 0 BRL 28.3 6.37 344% 4.2 660 90,461 91,947 7,652 6,638 4,081 3,412 - - 6.2 5.2
Banco do Brasil BBAS3 Banks Matheus Guimarães Buy 0 BRL 61.0 37.21 64% 106.2 2,865 130,953 137,328 - - 32,631 34,219 79,026 84,578 11.4 11.9
Bradesco BBDC4 Banks Matheus Guimarães Neutral 0 BRL 18.0 12.57 43% 126.7 10,658 127,945 139,171 - - 25,314 32,170 75,284 83,197 2.4 3.0
BTG Pactual BPAC11 Banks Matheus Guimarães Neutral 0 BRL 30.0 18.29 64% 92.1 3,835 20,462 23,240 - - 9,809 11,244 - - 2.6 2.9
BR Partners BRBI11 Banks Matheus Guimarães Buy 0 BRL 17.0 9.95 71% 1.0 315 449 503 - - 175 196 - - 0.6 0.6
Itaú Unibanco ITUB4 Banks Matheus Guimarães Buy 0 BRL 34.0 23.15 47% 210.4 9,801 158,468 171,683 - - 35,878 40,723 106,599 118,347 3.7 4.2
Nubank NUBR33 Banks Matheus Guimarães Neutral 0 USD 4.0 3.77 6% 17.7 4,824 7,047 8,709 - - 350 970 3,209 4,557 0.1 0.2
Santander SANB11 Banks Matheus Guimarães Neutral 0 BRL 34.0 25.52 33% 94.9 7,442 76,079 86,188 - - 14,044 17,733 55,994 65,107 1.9 2.4
B3 B3SA3 Financials Non-Banks Matheus Guimarães Neutral 0 BRL 14.0 10.42 34% 60.3 5,911 9,517 10,907 7,110 8,320 4,499 5,591 - - 0.8 0.9
Meliuz CASH3 Financials Non-Banks Matheus Guimarães Buy 0 BRL 2.0 0.97 106% 0.8 865 561 750 (63) 27 (12) 52 - - (0.0) 0.1
Aeris AERI3 Capital Goods Lucas Laghi Buy 0 BRL 4.0 1.14 251% 0.9 766 4,086 4,547 413 487 179 264 - - 0.2 0.3
Fras-Le FRAS3 Capital Goods Lucas Laghi Neutral 0 BRL 11.0 9.06 21% 2.4 267 3,274 3,521 512 554 276 301 - - 1.0 1.1
Kepler Weber KEPL3 Capital Goods Lucas Laghi Buy 0 BRL 30.0 16.17 86% 1.4 90 1,497 1,652 292 330 191 217 - - 2.1 2.4
Iochp-Maxion MYPK3 Capital Goods Lucas Laghi Neutral 0 BRL 13.0 11.51 13% 1.8 152 15,442 16,787 1,530 1,741 420 530 - - 2.8 3.5
Marcopolo POMO4 Capital Goods Lucas Laghi Buy 0 BRL 4.5 3.25 38% 2.8 943 6,247 6,746 688 762 314 427 - - 0.3 0.5
Randon RAPT4 Capital Goods Lucas Laghi Buy 0 BRL 11.0 7.13 54% 2.3 329 11,150 12,399 1,418 1,709 224 439 - - 0.7 1.3
Tupy TUPY3 Capital Goods Lucas Laghi Buy 0 BRL 43.0 24.09 78% 3.5 144 14,102 15,455 1,607 1,827 607 746 - - 4.2 5.2
WEG WEGE3 Capital Goods Lucas Laghi Buy 0 BRL 50.0 39.89 25% 167.4 4,197 34,818 40,829 6,545 7,680 5,124 6,135 - - 1.2 1.5
Plano & Plano PLPL3 Homebuilders Ygor Altero Buy 0 BRL 7.0 5.78 21% 1.1 198 1,593 1,661 250 265 191 213 29 26 1.0 1.1
Cyrela CYRE3 Homebuilders Ygor Altero Buy 0 BRL 33.0 13.26 149% 5.0 384 5,553 5,966 1,256 1,351 1,158 1,329 209 287 3.0 3.5
MRV MRVE3 Homebuilders Ygor Altero Buy 0 BRL 17.0 6.99 143% 3.4 483 7,160 7,702 1,264 1,505 764 944 640 577 1.6 2.0
Cury CURY3 Homebuilders Ygor Altero Buy 0 BRL 17.0 12.06 41% 3.5 290 3,009 3,545 594 660 505 565 83 70 1.7 1.9
EZTec EZTC3 Homebuilders Ygor Altero Buy 0 BRL 48.0 12.17 294% 2.7 227 4,243 3,625 1,592 1,379 1,526 1,372 91 153 6.7 6.0
Direcional DIRR3 Homebuilders Ygor Altero Buy 0 BRL 22.0 15.35 43% 2.3 149 2,881 3,156 619 671 333 416 73 27 2.2 2.8
Even EVEN3 Homebuilders Ygor Altero Neutral 0 BRL 13.0 4.41 195% 0.9 207 2,032 2,086 340 352 329 354 112 137 1.6 1.7
Tenda TEND3 Homebuilders Ygor Altero Neutral 0 BRL 11.0 4.86 126% 0.5 97 2,640 2,464 53 231 (198) 52 78 42 (2.0) 0.5
Lavvi LAVV3 Homebuilders Ygor Altero Buy 0 BRL 11.5 4.91 134% 1.0 215 1,178 1,499 300 396 285 379 27 36 1.3 1.8
Melnick MELK3 Homebuilders Ygor Altero Buy 0 BRL 9.0 3 200% 0.6 208 1,073 1,286 194 264 168 228 21 22 0.8 1.1
Trisul TRIS3 Homebuilders Ygor Altero Buy 0 BRL 14.0 2.89 384% 0.5 187 1,768 2,033 413 473 341 399 34 42 1.8 2.1
Anima ANIM3 Education Rafael Barros Buy 0 BRL 11.2 3.24 246% 1.2 398 3,961 4,274 1,249 1,424 105 287 - - 0.3 0.7
Cogna COGN3 Education Rafael Barros Neutral 0 BRL 3.1 2.03 53% 3.8 1,877 5,483 6,037 1,584 1,798 (97) 135 - - (0.1) 0.1
Cruzeiro do Sul CSED3 Education Rafael Barros Buy 0 BRL 11.4 2.15 430% 0.8 359 2,207 2,421 669 774 180 289 - - 0.5 0.8
Ser Educacional SEER3 Education Rafael Barros Buy 0 BRL 18.2 3.25 460% 0.4 129 1,819 1,941 519 576 121 183 - - 0.9 1.4
YDUQS YDUQ3 Education Rafael Barros Buy 0 BRL 33.7 6.55 415% 1.9 302 5,574 6,162 1,867 2,151 498 769 - - 1.6 2.5
Eletrobras ELET3 Utilities & Energy Maíra Maldonado Buy 0 BRL 71.0 30.53 133% 71.0 2,329 33,704 35,550 22,901 25,292 9,900 13,060 - - 4.3 5.6
Copel CPLE6 Utilities & Energy Maíra Maldonado Buy 0 BRL 8.0 6.61 21% 17.4 2,737 19,062 19,550 5,492 5,645 2,634 2,747 514 562 1.0 1.0
Isa Cteep TRPL4 Utilities & Energy Maíra Maldonado Neutral 0 BRL 26.0 21.41 21% 15.8 659 3,680 4,094 3,217 3,611 1,497 1,884 143 104 2.3 2.9
Taesa TAEE11 Utilities & Energy Maíra Maldonado Neutral 0 BRL 37.0 34.5 7% 11.9 344 2,286 2,413 1,886 1,995 1,300 1,339 141 63 3.8 3.9
Alupar ALUP11 Utilities & Energy Maíra Maldonado Buy 0 BRL 30.0 26.39 14% 7.7 293 3,236 3,446 2,835 3,030 331 584 158 85 1.1 2.0
Ômega Geração MEGA3 Utilities & Energy Maíra Maldonado Buy 0 BRL 17.0 7.83 117% 4.9 623 1,870 2,132 1,594 1,759 232 (1,088) - - 0.4 (1.7)
AES Brasil AESB3 Utilities & Energy Maíra Maldonado Buy 0 BRL 15.0 9.74 54% 5.9 492 2,762 3,022 1,960 2,202 534 880 33 6 1.1 1.8
Cemig CMIG4 Utilities & Energy Maíra Maldonado Neutral 0 BRL 13.0 10.52 24% 26.8 1,459 23,358 24,221 4,746 5,381 1,880 2,285 - - 1.3 1.6
Equatorial Energia EQTL3 Utilities & Energy Maíra Maldonado Buy 0 BRL 30.0 24.53 22% 27.0 1,010 23,239 24,054 5,195 5,402 2,291 3,215 - - 2.3 3.2
EDP Brasil ENBR3 Utilities & Energy Maíra Maldonado Neutral 0 BRL 30.0 21.89 37% 12.4 581 13,897 14,537 2,672 3,069 994 1,246 - - 1.7 2.1
Engie Brasil EGIE3 Utilities & Energy Maíra Maldonado Neutral 0 BRL 49.0 39.38 24% 32.1 816 11,632 11,612 7,874 7,900 4,693 4,904 - - 5.8 6.0
Auren AURE3 Utilities & Energy Maíra Maldonado Buy 0 BRL 21.0 14.28 47% 14.3 211 1,323 1,345 852 907 178 232 - - 0.8 1.1
Aura Minerals AURA33 Metals & Mining André Vidal Buy 0 BRL 50.0 37 35% 2.7 73 451 520 175 192 93 89 - - 1.3 1.2
CBA CBAV3 Metals & Mining André Vidal Buy 0 BRL 18.0 6.71 168% 4.0 596 10,221 10,909 2,231 2,458 947 1,077 - - 1.6 1.8
CSN Mineração CMIN3 Metals & Mining André Vidal Buy 0 BRL 7.8 4.48 74% 24.6 5,621 18,034 20,382 7,841 7,950 4,179 4,086 - - 0.7 0.7
Gerdau GGBR4 Metals & Mining André Vidal Buy 0 BRL 33.8 24.3 39% 40.6 1,705 74,392 77,657 11,207 11,747 5,297 5,330 - - 3.1 3.1
Usiminas USIM5 Metals & Mining André Vidal Neutral 0 BRL 15.5 6.64 133% 8.5 1,229 27,510 28,296 3,723 3,826 2,058 2,152 - - 1.7 1.8
Vale VALE3 Metals & Mining André Vidal Buy 0 USD 97.1 79.58 22% 356.8 4,886 42,644 43,386 20,445 20,339 11,987 12,260 - - 2.5 2.5
Klabin KLBN11 Pulp & Paper André Vidal Buy 0 BRL 26.8 18.06 48% 20.0 1,098 20,895 21,513 11,578 10,313 3,971 2,561 - - 3.6 2.3
Irani RANI3 Pulp & Paper André Vidal Neutral 0 BRL 9.4 8.41 12% 2.1 245 1,740 1,827 717 614 276 166 - - 1.1 0.7
Suzano SUZB3 Pulp & Paper André Vidal Buy 0 BRL 72.9 42.24 73% 55.3 1,309 45,176 42,111 23,508 20,666 5,663 5,046 6,369 6,466 4.3 3.9
brMalls BRML3 Income Properties Ygor Altero Buy 0 BRL 13.0 #NUM! #NUM! #NUM! 825 1,653 1,724 1,164 1,255 659 815 148 78 0.8 1.0
Multiplan MULT3 Income Properties Ygor Altero Buy 0 BRL 33.0 23.44 41% 13.7 587 2,055 2,246 1,474 1,613 890 1,008 174 175 1.5 1.7
JHSF JHSF3 Income Properties Ygor Altero Buy 0 BRL 9.7 3.51 176% 2.4 686 1,817 2,214 786 996 513 719 31 35 0.7 1.0
Iguatemi IGTI11 Income Properties Ygor Altero Buy 0 BRL 28.0 18.33 53% 3.0 300 1,193 1,294 834 905 350 487 300 226 1.2 1.6
Log Comm. Prop. LOGG3 Income Properties Ygor Altero Neutral 0 BRL 28.0 15.07 86% 1.5 101 260 341 212 283 74 154 69 56 0.7 1.5
Sanepar SAPR11 Sanitation Maíra Maldonado Neutral 0 BRL 26.0 17.05 52% 5.1 302 6,437 6,854 2,864 3,098 1,493 1,644 - - 4.9 5.4
Orizon ORVR3 Sanitation Maíra Maldonado Buy 0 BRL 43.0 35.28 22% 2.8 72 1,144 1,484 507 679 227 298 11 0 3.2 4.2
Ambipar AMBP3 Sanitation Maíra Maldonado Buy 0 BRL 50.0 17.78 181% 2.0 113 3,807 4,809 1,097 1,431 383 530 171 92 3.4 4.7
Sabesp SBSP3 Sanitation Maíra Maldonado Neutral 0 BRL 52.0 48.21 8% 33.0 684 19,536 20,287 9,095 9,463 3,539 3,659 - - 5.2 5.4
Copasa CSMG3 Sanitation Maíra Maldonado Sell 0 BRL 17.0 15.17 12% 5.8 380 5,524 5,792 1,929 2,023 732 768 227 189 1.9 2.0
Blau BLAU3 Health Care Leonardo Alencar Buy 0 BRL 47.0 25 88% 4.4 179 2,023 2,452 698 858 493 601 - - 2.8 3.4
Dasa DASA3 Health Care Leonardo Alencar Buy 0 BRL 20.8 7.59 174% 4.2 560 14,598 16,370 2,763 3,455 32 638 - - 0.1 1.1
Fleury FLRY3 Health Care Leonardo Alencar Neutral 0 BRL 29.0 14.23 104% 5.2 317 3,569 3,813 1,111 1,198 439 504 - - 1.4 1.6
Hapvida HAPV3 Health Care Leonardo Alencar Buy 0 BRL 3.0 2.07 45% 14.7 7,109 27,878 30,817 2,473 3,473 (931) 86 - - (0.1) 0.0
Hypera HYPE3 Health Care Leonardo Alencar Buy 0 BRL 56.5 39.47 43% 24.9 631 8,497 9,592 3,097 3,534 1,942 2,429 - - 3.1 3.9
Kora Saude KRSA3 Health Care Leonardo Alencar Neutral 0 BRL 1.3 0.81 57% 0.6 767 2,434 2,696 561 631 16 76 - - 0.0 0.1
Mater Dei MATD3 Health Care Leonardo Alencar Buy 0 BRL 9.9 7.61 30% 2.9 382 2,461 3,000 688 867 239 364 - - 0.6 1.0
Oncoclínicas ONCO3 Health Care Leonardo Alencar Buy 0 BRL 9.3 6.29 48% 3.0 516 5,335 6,237 1,038 1,300 210 392 - - 0.4 0.8
Hermes Pardini PARD3 Health Care Leonardo Alencar Neutral 0 BRL 21.0 19.45 8% 2.5 131 1,703 1,819 378 403 177 188 - - 1.3 1.4
Rede D'Or RDOR3 Health Care Leonardo Alencar Neutral 0 BRL 28.8 20.75 39% 47.4 2,282 53,286 60,905 6,705 8,729 2,469 3,750 - - 1.1 1.6
Allied ALLD3 TMT Bernardo Guttmann Neutral 0 BRL 7.5 4.57 64% 0.4 93 5,206 5,405 306 310 102 109 (156) (156) 1.1 1.2
Bemobi BMOB3 TMT Bernardo Guttmann Buy 0 BRL 25.0 12.86 94% 1.1 87 608 680 200 229 120 147 50 51 1.4 1.7
Brisanet BRIT3 TMT Bernardo Guttmann Neutral 0 BRL 4.5 1.9 139% 0.8 449 1,430 1,974 593 749 90 49 (64) (145) 0.2 0.1
Desktop DESK3 TMT Bernardo Guttmann Buy 0 BRL 19.0 7.5 153% 0.7 87 1,103 1,328 498 620 122 172 (161) (178) 1.4 2.0
Eletromidia ELMD3 TMT Bernardo Guttmann Buy 0 BRL 17.0 14.47 17% 1.8 139 973 1,109 340 412 105 156 (76) (69) 0.8 1.1
Unifique FIQE3 TMT Bernardo Guttmann Buy 0 BRL 7.5 3.32 126% 1.2 362 855 1,073 437 549 177 209 12 (5) 0.5 0.6
G2D G2DI33 TMT Bernardo Guttmann Buy 0 BRL 7.3 1.9 284% 0.2 105 - - - - - - - - - -
Intelbras INTB3 TMT Bernardo Guttmann Buy 0 BRL 42.0 24.86 69% 8.1 328 5,703 6,987 747 915 665 772 212 194 2.0 2.4
Locaweb LWSA3 TMT Bernardo Guttmann Neutral 0 BRL 7.5 5.11 46% 3.0 589 1,424 1,690 253 329 101 166 3 24 0.2 0.3
Positivo POSI3 TMT Bernardo Guttmann Buy 0 BRL 16.0 7.2 122% 1.0 142 6,196 6,025 686 671 307 279 85 69 2.2 2.0
Tim TIMS3 TMT Bernardo Guttmann Buy 0 BRL 18.0 12.69 42% 30.7 2,409 23,499 24,464 11,274 11,967 1,799 2,435 (1,598) (1,715) 0.7 1.0
TOTVS TOTS3 TMT Bernardo Guttmann Buy 0 BRL 39.0 26.3 48% 15.9 606 4,758 5,520 1,126 1,326 664 823 97 147 1.1 1.4
Telefônica Brasil VIVT3 TMT Bernardo Guttmann Neutral 0 BRL 49.0 38.53 27% 64.1 1,667 51,077 52,796 20,630 21,550 4,046 5,014 (2,156) (1,827) 2.4 3.0
Azul AZUL4 Transportation Pedro Bruno Neutral 0 BRL 14.0 11.19 25% 3.9 420 20,222 22,452 5,029 5,839 (2,131) (1,828) - - (5.1) (4.3)
CCR CCRO3 Transportation Pedro Bruno Neutral 0 BRL 15.0 11.57 30% 23.4 2,020 14,229 13,428 8,818 8,626 1,701 1,802 - - 0.8 0.9
Ecorodovias ECOR3 Transportation Pedro Bruno Neutral 0 BRL 6.0 4.67 28% 3.2 696 4,532 5,423 3,013 3,704 291 641 - - 0.4 0.9
Gol GOLL4 Transportation Pedro Bruno Neutral 0 BRL 9.1 5.98 52% 2.5 435 19,998 22,358 4,652 5,778 (778) (261) - - (1.8) (0.6)
Hidrovias do Brasil HBSA3 Transportation Pedro Bruno Buy 0 BRL 8.9 1.98 349% 1.5 760 1,901 2,189 1,052 1,240 389 528 - - 0.5 0.7
JSL JSLG3 Transportation Pedro Bruno Buy 0 BRL 11.0 6.3 75% 1.8 285 6,262 6,573 1,082 1,142 229 330 - - 0.8 1.2
Movida MOVI3 Transportation Pedro Bruno Buy 0 BRL 9.4 7.02 34% 2.5 362 12,567 14,567 4,017 4,450 469 855 - - 1.3 2.4
Rumo RAIL3 Transportation Pedro Bruno Buy 0 BRL 24.0 17.83 35% 33.0 1,853 11,411 12,497 5,757 6,441 895 1,706 - - 0.5 0.9
Localiza RENT3 Transportation Pedro Bruno Buy 0 BRL 73.0 50.06 46% 49.2 975 30,253 38,690 11,402 13,972 3,140 4,231 - - 3.2 4.3
Simpar SIMH3 Transportation Pedro Bruno Buy 0 BRL 18.4 6.85 169% 5.7 854 31,124 36,667 9,350 11,240 1,482 2,397 - - 1.7 2.8
Santos Brasil STBP3 Transportation Pedro Bruno Buy 0 BRL 11.0 7.55 46% 6.5 862 2,461 2,755 1,117 1,305 511 591 - - 0.6 0.7
Vamos VAMO3 Transportation Pedro Bruno Buy 0 BRL 21.0 12.28 71% 12.5 969 6,505 8,217 3,254 4,550 756 1,316 - - 0.8 1.4
Alpargatas ALPA4 Retail Danniela Eiger Neutral 0 BRL 15.0 7.85 91% 5.5 344 4,628 1,167 893 1,085 434 127 11 8 1.3 0.4
Americanas AMER3 Retail Danniela Eiger Neutral 1 BRL 20.0 1.02 1861% 0.9 907 37,004 40,631 4,914 5,517 715 1,154 774 579 0.8 1.3
Arezzo Co. ARZZ3 Retail Danniela Eiger Buy 0 BRL 100.0 61.21 63% 6.7 110 5,073 5,843 811 994 556 716 11 29 5.0 6.5
Assai ASAI3 Retail Danniela Eiger Buy 0 BRL 27.0 15.25 77% 20.6 1,349 78,917 101,871 5,730 7,575 1,497 2,700 (2,221) (2,014) 1.1 2.0
C&A Modas CEAB3 Retail Danniela Eiger Neutral 0 BRL 3.5 2.6 35% 0.8 308 6,454 6,910 894 1,010 (70) 26 (193) (112) (0.2) 0.1
Carrefour CRFB3 Retail Danniela Eiger Neutral 0 BRL 20.0 11.35 76% 23.9 2,103 124,364 143,621 7,621 8,602 1,824 2,841 (2,415) (1,843) 0.9 1.4
D1000 DMVF3 Retail Danniela Eiger Neutral 0 BRL 5.0 3.2 56% 0.2 53 1,802 2,120 134 157 28 36 (2) (1) 0.5 0.7
Enjoei ENJU3 Retail Danniela Eiger Buy 0 BRL 1.2 0.84 43% 0.2 198 170 195 (34) (28) (25) (14) 29 26 (0.1) (0.1)
Grupo Mateus GMAT3 Retail Danniela Eiger Buy 0 BRL 10.0 5.24 91% 11.6 2,203 28,266 38,797 1,758 2,529 1,263 1,867 (179) (216) 0.6 0.8
Guararapes GUAR3 Retail Danniela Eiger Neutral 0 BRL 6.5 4.09 59% 2.0 499 9,318 10,304 1,335 1,407 169 256 (498) (412) 0.3 0.5
Lojas Renner LREN3 Retail Danniela Eiger Buy 0 BRL 28.0 16.82 66% 16.2 989 15,090 17,230 2,979 3,824 1,372 1,846 65 42 1.4 1.9
Magazine Luiza MGLU3 Retail Danniela Eiger Neutral 0 BRL 5.0 3.11 61% 20.8 6,749 43,204 47,838 3,163 3,688 (47) 868 (2,081) (1,313) (0.0) 0.1
Multilaser MLAS3 Retail Danniela Eiger Buy 0 BRL 6.0 1.97 205% 1.6 821 5,109 1,256 463 723 273 69 (87) 8 0.3 0.1
Grupo Natura NTCO3 Retail Danniela Eiger Buy 0 BRL 22.0 13.33 65% 18.3 1,383 39,047 41,788 4,610 5,652 457 1,110 (1,007) (1,119) 0.3 0.8
Pão de Açucar PCAR3 Retail Danniela Eiger Neutral 0 BRL 19.0 13.58 40% 3.7 269 46,492 49,384 3,498 3,888 896 1,020 (23) (95) 3.3 3.8
Petz PETZ3 Retail Danniela Eiger Buy 0 BRL 10.0 5.8 72% 2.7 462 4,167 5,317 350 473 135 234 (6) (11) 0.3 0.5
Pague Menos PGMN3 Retail Danniela Eiger Neutral 0 BRL 7.0 2.95 137% 1.3 466 12,433 14,022 549 646 937 1,168 (436) (382) 2.0 2.5
Dimed PNVL3 Retail Danniela Eiger Buy 0 BRL 15.0 8.96 67% 1.3 150 5,008 5,545 250 317 129 183 (23) (16) 0.9 1.2
Raia Drogasil RADL3 Retail Danniela Eiger Sell 0 BRL 22.0 23.57 -7% 38.8 1,652 36,063 42,984 2,667 3,254 969 1,328 (500) (456) 0.6 0.8
Grupo SBF SBFG3 Retail Danniela Eiger Buy 0 BRL 18.0 7.88 128% 1.9 244 7,032 8,240 1,059 1,343 250 431 (323) (325) 1.0 1.8
Grupo Soma SOMA3 Retail Danniela Eiger Buy 0 BRL 14.0 8 75% 6.3 785 5,649 6,471 912 1,257 499 812 (135) (69) 0.6 1.0
Track Field TFCO4 Retail Danniela Eiger Neutral 0 BRL 11.0 10.25 7% 1.6 877 665 765 175 205 107 127 (3) (4) 0.1 0.1
Via VIIA3 Retail Danniela Eiger Neutral 0 BRL 3.0 1.85 62% 2.9 1,597 33,486 36,711 2,908 3,144 (437) 225 (2,558) (1,800) (0.3) 0.1
Vivara VIVA3 Retail Danniela Eiger Buy 0 BRL 28.0 21.07 33% 5.0 236 2,166 2,338 565 631 388 403 (46) (46) 1.6 1.7
Vulcabras VULC3 Retail Danniela Eiger Buy 0 BRL 19.0 11.77 61% 2.9 246 2,984 3,395 605 710 459 561 (25) (17) 1.9 2.3
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Petrobras PETR4 Oil & Gas André Vidal Buy 0 USD 35.5 22.8 56% 318.0 6,522 99,674 91,675 54,670 48,789 22,200 17,844 - - 3.4 2.7
PetroRio PRIO3 Oil & Gas André Vidal Buy 0 BRL 41.6 29.93 39% 14.8 844 2,466 3,044 18,439 24,212 860 1,163 - - 1.0 1.4
PetroReconcavo RECV3 Oil & Gas André Vidal Buy 0 BRL 33.8 19.90 70% 5.8 293 4,157 5,807 1,850 2,911 1,279 2,246 - - 4.4 7.7
3R Petroleum RRRP3 Oil & Gas André Vidal Buy 0 BRL 82.5 29.45 180% 6.0 203 7,415 8,851 4,373 5,302 2,041 3,043 - - 10.1 15.0
#N/A
Disclaimer
1) Este relatório de análise foi elaborado pela XP Investimentos CCTVM S.A. (“XP Investimentos ou XP”) de acordo com todas as exigências previstas na Resolução CVM nº 20/2021, tem como objetivo fornecer informações que possam auxiliar o investidor a tomar sua própria
decisão de investimento, não constituindo qualquer tipo de oferta ou solicitação de compra e/ou venda de qualquer produto. As informações contidas neste relatório são consideradas válidas na data de sua divulgação e foram obtidas de fontes públicas. A XP Investimentos não se
responsabiliza por qualquer decisão tomada pelo cliente com base no presente relatório.
2) Este relatório foi elaborado considerando a classificação de risco dos produtos de modo a gerar resultados de alocação para cada perfil de investidor.
3) O(s) signatário(s) deste relatório declara(m) que as recomendações refletem única e exclusivamente suas análises e opiniões pessoais, que foram produzidas de forma independente, inclusive em relação à XP Investimentos e que estão sujeitas a modificações sem aviso prévio
em decorrência de alterações nas condições de mercado, e que sua(s) remuneração(es) é(são) indiretamente influenciada por receitas provenientes dos negócios e operações financeiras realizadas pela XP Investimentos.
4) O analista responsável pelo conteúdo deste relatório e pelo cumprimento da Resolução CVM nº 20/2021 está indicado acima, sendo que, caso constem a indicação de mais um analista no relatório, o responsável será o primeiro analista credenciado a ser mencionado no
relatório.
5) Os analistas da XP Investimentos estão obrigados ao cumprimento de todas as regras previstas no Código de Conduta da APIMEC para o Analista de Valores Mobiliários e na Política de Conduta dos Analistas de Valores Mobiliários da XP Investimentos.
6) O atendimento de nossos clientes é realizado por empregados da XP Investimentos ou por agentes autônomos de investimento que desempenham suas atividades por meio da XP, em conformidade com a Resolução CVM nº 16/2021, os quais encontram-se registrados na
Associação Nacional das Corretoras e Distribuidoras de Títulos e Valores Mobiliários – ANCORD. O agente autônomo de investimento não pode realizar consultoria, administração ou gestão de patrimônio de clientes, devendo atuar como intermediário e solicitar autorização prévia
do cliente para a realização de qualquer operação no mercado de capitais.
7) Os produtos apresentados neste relatório podem não ser adequados para todos os tipos de cliente. Antes de qualquer decisão, os clientes deverão realizar o processo de suitability e confirmar se os produtos apresentados são indicados para o seu perfil de investidor. Este
material não sugere qualquer alteração de carteira, mas somente orientação sobre produtos adequados a determinado perfil de investidor.
8) A rentabilidade de produtos financeiros pode apresentar variações e seu preço ou valor pode aumentar ou diminuir num curto espaço de tempo. Os desempenhos anteriores não são necessariamente indicativos de resultados futuros. A rentabilidade divulgada não é líquida de
impostos. As informações presentes neste material são baseadas em simulações e os resultados reais poderão ser significativamente diferentes.
9) Este relatório é destinado à circulação exclusiva para a rede de relacionamento da XP Investimentos, incluindo agentes autônomos da XP e clientes da XP, podendo também ser divulgado no site da XP. Fica proibida sua reprodução ou redistribuição para qualquer pessoa, no
todo ou em parte, qualquer que seja o propósito, sem o prévio consentimento expresso da XP Investimentos.
10) SAC. 0800 772 0202. A Ouvidoria da XP Investimentos tem a missão de servir de canal de contato sempre que os clientes que não se sentirem satisfeitos com as soluções dadas pela empresa aos seus problemas. O contato pode ser realizado por meio do telefone: 0800-722-
3730.
11) O custo da operação e a política de cobrança estão definidos nas tabelas de custos operacionais disponibilizadas no site da XP Investimentos: www.xpi.com.br.
12) A XP Investimentos se exime de qualquer responsabilidade por quaisquer prejuízos, diretos ou indiretos, que venham a decorrer da utilização deste relatório ou seu conteúdo.
13) A Avaliação Técnica e a Avaliação de Fundamentos seguem diferentes metodologias de análise. A Análise Técnica é executada seguindo conceitos como tendência, suporte, resistência, candles, volumes, médias móveis entre outros. Já a Análise Fundamentalista utiliza como
informação os resultados divulgados pelas companhias emissoras e suas projeções. Desta forma, as opiniões dos Analistas Fundamentalistas, que buscam os melhores retornos dadas as condições de mercado, o cenário macroeconômico e os eventos específicos da empresa e
do setor, podem divergir das opiniões dos Analistas Técnicos, que visam identificar os movimentos mais prováveis dos preços dos ativos, com utilização de “stops” para limitar as possíveis perdas.
14) Para fins de verificação da adequação do perfil do investidor aos serviços e produtos de investimento oferecidos pela XP Investimentos, utilizamos a metodologia de adequação dos produtos por portfólio, nos termos das Regras e Procedimentos ANBIMA de Suitability nº 01 e
do Código ANBIMA de Regulação e Melhores Práticas para Distribuição de Produtos de Investimento. Essa metodologia consiste em atribuir uma pontuação máxima de risco para cada perfil de investidor (conservador, moderado e agressivo), bem como uma pontuação de risco
para cada um dos produtos oferecidos pela XP Investimentos, de modo que todos os clientes possam ter acesso a todos os produtos, desde que dentro das quantidades e limites da pontuação de risco definidas para o seu perfil. Antes de aplicar nos produtos e/ou contratar os
serviços objeto deste material, é importante que você verifique se a sua pontuação de risco atual comporta a aplicação nos produtos e/ou a contratação dos serviços em questão, bem como se há limitações de volume, concentração e/ou quantidade para a aplicação desejada.
Você pode consultar essas informações diretamente no momento da transmissão da sua ordem ou, ainda, consultando o risco geral da sua carteira na tela de carteira (Visão Risco). Caso a sua pontuação de risco atual não comporte a aplicação/contratação pretendida, ou caso
existam limitações em relação à quantidade e/ou volume financeiro para a referida aplicação/contratação, isto significa que, com base na composição atual da sua carteira, esta aplicação/contratação não está adequada ao seu perfil. Em caso de dúvidas sobre o processo de
adequação dos produtos oferecidos pela XP Investimentos ao seu perfil de investidor, consulte o FAQ. A duração recomendada para o investimento é de curto prazo e o patrimônio do cliente não está garantido neste tipo de produto. As condições de mercado, mudanças climáticas
e o cenário macroeconômico podem afetar o desempenho do investimento.
15) ESTA INSTITUIÇÃO É ADERENTE À RESOLUÇÃO CVM Nº 16/2021.

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