Beurs gesloten -
Sao Paulo
22:10:00 28-05-2024
|
Variatie 5 dagen
|
Verschil t.o.v. 1 jan (%)
|
94
BRL
|
-0,44%
|
|
+10,01%
|
+60,44%
|
Fiscaal tijdperk: September |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Marktkapitalisatie
1 |
91.454
|
126.580
|
151.017
|
136.096
|
120.171
|
234.762
|
-
|
-
|
Bedrijfswaarde
1 |
95.127
|
131.092
|
154.348
|
145.196
|
124.245
|
236.117
|
230.508
|
223.558
|
K/w-verhouding
|
21
x
|
24,8
x
|
17
x
|
10,7
x
|
16,8
x
|
25,4
x
|
22,7
x
|
20,5
x
|
Dividendrendement
|
3,3%
|
2,26%
|
1,99%
|
2,36%
|
2,88%
|
1,54%
|
1,63%
|
1,76%
|
Marktkapitalisatie/omzet
|
4,71
x
|
5,85
x
|
4,51
x
|
3,08
x
|
3,35
x
|
6,12
x
|
5,55
x
|
5,25
x
|
Bedrijfswaarde/omzet
|
4,9
x
|
6,05
x
|
4,61
x
|
3,29
x
|
3,47
x
|
6,16
x
|
5,45
x
|
5
x
|
Bedrijfswaarde/EBITDA
|
15,6
x
|
17,9
x
|
11,6
x
|
7,71
x
|
9,36
x
|
16,2
x
|
14,4
x
|
13,6
x
|
Bedrijfswaarde/FCF
|
14,9
x
|
29,7
x
|
17,8
x
|
21,2
x
|
12,6
x
|
21,5
x
|
18,7
x
|
17,1
x
|
FCF Yield
|
6,73%
|
3,36%
|
5,6%
|
4,71%
|
7,93%
|
4,65%
|
5,35%
|
5,85%
|
Price to Book
|
17,5
x
|
20,9
x
|
15,1
x
|
7,54
x
|
5,56
x
|
9,09
x
|
7,66
x
|
6,5
x
|
Aantal aandelen (in duizenden)
|
1.215.658
|
1.128.266
|
1.128.000
|
1.123.000
|
1.116.000
|
1.116.000
|
-
|
-
|
Referentieprijs
2 |
75,23
|
112,2
|
133,9
|
121,2
|
107,7
|
213,1
|
213,1
|
213,1
|
Datum van publicatie
|
6/11/19
|
4/11/20
|
3/11/21
|
2/11/22
|
1/11/23
|
-
|
-
|
-
|
Fiscaal tijdperk: September |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Omzet
1 |
19.398
|
21.654
|
33.467
|
44.169
|
35.832
|
38.351
|
42.277
|
44.732
|
EBITDA
1 |
6.101
|
7.325
|
13.354
|
18.829
|
13.269
|
14.568
|
16.008
|
16.489
|
Bedrijfsresultaat (EBIT)
1 |
4.700
|
5.932
|
11.772
|
17.067
|
11.460
|
13.007
|
14.717
|
15.653
|
Operationele Marge
|
24,23%
|
27,39%
|
35,17%
|
38,64%
|
31,98%
|
33,91%
|
34,81%
|
34,99%
|
Resultaat voor belastingen (EBT)
1 |
7.481
|
5.719
|
10.274
|
14.998
|
7.443
|
10.196
|
11.840
|
13.214
|
Nettowinst (verlies)
1 |
4.386
|
5.198
|
9.043
|
12.936
|
7.232
|
9.400
|
10.451
|
11.458
|
Nettomarge
|
22,61%
|
24%
|
27,02%
|
29,29%
|
20,18%
|
24,51%
|
24,72%
|
25,61%
|
WPA
2 |
3,590
|
4,520
|
7,870
|
11,37
|
6,420
|
8,385
|
9,394
|
10,41
|
Free Cash Flow
1 |
6.399
|
4.407
|
8.648
|
6.834
|
9.849
|
10.972
|
12.328
|
13.083
|
FCF-marge
|
32,99%
|
20,35%
|
25,84%
|
15,47%
|
27,49%
|
28,61%
|
29,16%
|
29,25%
|
Kasstroomconversie (ebitda)
|
104,88%
|
60,16%
|
64,76%
|
36,3%
|
74,23%
|
75,32%
|
77,01%
|
79,34%
|
Kasstroomconversie (nettowinst)
|
145,9%
|
84,78%
|
95,63%
|
52,83%
|
136,19%
|
116,73%
|
117,96%
|
114,19%
|
Dividend per aandeel
2 |
2,480
|
2,540
|
2,660
|
2,860
|
3,100
|
3,284
|
3,465
|
3,760
|
Datum van publicatie
|
6/11/19
|
4/11/20
|
3/11/21
|
2/11/22
|
1/11/23
|
-
|
-
|
-
|
Fiscaal tijdperk: September |
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
2025 Q3
|
---|
Omzet
1 |
10.697
|
11.158
|
10.928
|
11.387
|
9.456
|
9.268
|
8.442
|
8.665
|
9.922
|
9.386
|
9.200
|
9.801
|
10.824
|
10.341
|
10.187
|
EBITDA
1 |
4.838
|
4.802
|
4.443
|
4.746
|
3.675
|
3.464
|
3.000
|
3.131
|
4.057
|
3.587
|
3.335
|
3.743
|
4.254
|
3.953
|
3.742
|
Bedrijfsresultaat (EBIT)
1 |
4.432
|
4.374
|
4.005
|
4.256
|
3.277
|
2.994
|
2.521
|
2.669
|
3.620
|
3.176
|
2.955
|
3.255
|
3.858
|
3.558
|
3.421
|
Operationele Marge
|
41,43%
|
39,2%
|
36,65%
|
37,38%
|
34,66%
|
32,3%
|
29,86%
|
30,8%
|
36,48%
|
33,84%
|
32,12%
|
33,21%
|
35,65%
|
34,4%
|
33,58%
|
Resultaat voor belastingen (EBT)
1 |
3.865
|
3.423
|
4.239
|
3.470
|
2.371
|
1.895
|
1.757
|
1.420
|
2.962
|
2.498
|
2.443
|
2.751
|
3.475
|
3.306
|
3.166
|
Nettowinst (verlies)
1 |
3.399
|
2.934
|
3.730
|
2.873
|
2.235
|
1.704
|
1.803
|
1.489
|
2.767
|
2.326
|
2.048
|
2.309
|
2.829
|
2.611
|
2.563
|
Nettomarge
|
31,78%
|
26,3%
|
34,13%
|
25,23%
|
23,64%
|
18,39%
|
21,36%
|
17,18%
|
27,89%
|
24,78%
|
22,27%
|
23,56%
|
26,13%
|
25,25%
|
25,16%
|
WPA
2 |
2,980
|
2,570
|
3,290
|
2,540
|
1,980
|
1,520
|
1,600
|
1,320
|
2,460
|
2,060
|
1,793
|
2,014
|
2,484
|
2,270
|
2,201
|
Dividend per aandeel
2 |
0,6800
|
0,6800
|
0,7500
|
0,7500
|
0,7500
|
0,7500
|
0,8000
|
0,8000
|
0,8000
|
0,8000
|
0,8471
|
0,8471
|
0,8471
|
0,8471
|
0,8767
|
Datum van publicatie
|
2/02/22
|
27/04/22
|
27/07/22
|
2/11/22
|
2/02/23
|
3/05/23
|
2/08/23
|
1/11/23
|
31/01/24
|
1/05/24
|
-
|
-
|
-
|
-
|
-
|
Fiscaal tijdperk: September |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Nettoschuldpositie
1 |
3.673
|
4.512
|
3.331
|
9.100
|
4.074
|
1.355
|
-
|
-
|
Nettokaspositie
1 |
-
|
-
|
-
|
-
|
-
|
-
|
4.254
|
11.204
|
Hefboom (schuld/ebitda)
|
0,602
x
|
0,616
x
|
0,2494
x
|
0,4833
x
|
0,307
x
|
0,093
x
|
-
|
-
|
Free Cash Flow
1 |
6.399
|
4.407
|
8.648
|
6.834
|
9.849
|
10.972
|
12.328
|
13.083
|
ROE (netto-inkomsten/eigen vermogen)
|
153%
|
94,6%
|
113%
|
92,5%
|
34,2%
|
43,1%
|
42,4%
|
38,1%
|
ROA (netto-inkomsten/totale activa)
|
13,4%
|
14,1%
|
23,5%
|
28,7%
|
14,5%
|
21,9%
|
22,2%
|
22,7%
|
Totale activa
1 |
32.837
|
36.994
|
38.417
|
45.127
|
50.027
|
42.878
|
47.115
|
50.484
|
Nettoactief per aandeel
2 |
4,290
|
5,370
|
8,840
|
16,10
|
19,40
|
23,40
|
27,80
|
32,80
|
Cashflow per aandeel
2 |
5,970
|
5,060
|
9,170
|
8,000
|
10,00
|
11,70
|
12,20
|
13,20
|
Capex
1 |
887
|
1.407
|
1.888
|
2.262
|
1.450
|
1.165
|
1.433
|
1.362
|
Capex/omzet
|
4,57%
|
6,5%
|
5,64%
|
5,12%
|
4,05%
|
3,04%
|
3,39%
|
3,05%
|
Datum van publicatie
|
6/11/19
|
4/11/20
|
3/11/21
|
2/11/22
|
1/11/23
|
-
|
-
|
-
|
Gemiddeld advies Accumuleren Laatste slotkoers
213,1
USD Gemiddelde koersdoel
188,9
USD Spread / Gemiddelde doel -11,34% Consensus |
Vaira. 1 jan.
|
Kapi.
|
---|
| +130,32% | 2.619 mld. | | +45,87% | 700 mld. | | +26,54% | 652 mld. | | +16,42% | 269 mld. | | +17,09% | 181 mld. | | +55,46% | 143 mld. | | +66,27% | 119 mld. | | +17,57% | 115 mld. | | +43,11% | 102 mld. |
Halfgeleiders - Andere
|