Vertraagde tijd
Sao Paulo
15:01:00 01-07-2024
|
Variatie 5 dagen
|
Verschil t.o.v. 1 jan (%)
|
219
BRL
|
+9,70%
|
|
+1,10%
|
-10,68%
|
Fiscaal tijdperk: december |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Marktkapitalisatie
1 |
23.969
|
32.795
|
44.697
|
32.103
|
45.082
|
35.501
|
-
|
-
|
Bedrijfswaarde
1 |
23.297
|
31.696
|
43.720
|
30.302
|
41.926
|
32.083
|
30.984
|
25.171
|
K/w-verhouding
|
23,6
x
|
30,8
x
|
22,8
x
|
8,43
x
|
11,2
x
|
18,7
x
|
12,7
x
|
9,82
x
|
Dividendrendement
|
0,89%
|
0,45%
|
0,49%
|
0,68%
|
0,48%
|
0,72%
|
0,75%
|
0,75%
|
Marktkapitalisatie/omzet
|
2,51
x
|
3,21
x
|
3,5
x
|
1,99
x
|
2,61
x
|
2,47
x
|
2,12
x
|
1,95
x
|
Bedrijfswaarde/omzet
|
2,44
x
|
3,1
x
|
3,43
x
|
1,88
x
|
2,43
x
|
2,23
x
|
1,85
x
|
1,38
x
|
Bedrijfswaarde/EBITDA
|
11,3
x
|
14
x
|
12,6
x
|
5,36
x
|
6,79
x
|
8,22
x
|
5,96
x
|
4,1
x
|
Bedrijfswaarde/FCF
|
46,9
x
|
50,6
x
|
39
x
|
19
x
|
23,6
x
|
26,6
x
|
20,2
x
|
5,55
x
|
FCF Yield
|
2,13%
|
1,98%
|
2,56%
|
5,25%
|
4,23%
|
3,76%
|
4,96%
|
18%
|
Price to Book
|
3,4
x
|
3,96
x
|
4,85
x
|
2,51
x
|
2,82
x
|
1,99
x
|
1,75
x
|
1,49
x
|
Aantal aandelen (in duizenden)
|
891.870
|
886.740
|
906.449
|
909.136
|
902.747
|
898.758
|
-
|
-
|
Referentieprijs
2 |
26,87
|
36,98
|
49,31
|
35,31
|
49,94
|
39,50
|
39,50
|
39,50
|
Datum van publicatie
|
23/01/20
|
28/01/21
|
27/01/22
|
26/01/23
|
25/01/24
|
-
|
-
|
-
|
Fiscaal tijdperk: december |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Omzet
1 |
9.556
|
10.219
|
12.761
|
16.128
|
17.286
|
14.401
|
16.707
|
18.205
|
EBITDA
1 |
2.062
|
2.257
|
3.466
|
5.654
|
6.172
|
3.901
|
5.198
|
6.146
|
Bedrijfsresultaat (EBIT)
1 |
1.208
|
1.334
|
2.421
|
4.439
|
4.611
|
2.160
|
3.308
|
4.082
|
Operationele Marge
|
12,64%
|
13,05%
|
18,97%
|
27,52%
|
26,67%
|
15%
|
19,8%
|
22,43%
|
Resultaat voor belastingen (EBT)
1 |
1.189
|
1.267
|
2.337
|
4.486
|
4.763
|
2.335
|
3.380
|
4.473
|
Nettowinst (verlies)
1 |
1.032
|
1.106
|
2.000
|
3.960
|
4.211
|
1.979
|
2.889
|
3.611
|
Nettomarge
|
10,8%
|
10,82%
|
15,67%
|
24,55%
|
24,36%
|
13,74%
|
17,29%
|
19,84%
|
WPA
2 |
1,140
|
1,200
|
2,160
|
4,190
|
4,460
|
2,111
|
3,115
|
4,024
|
Free Cash Flow
1 |
497
|
627
|
1.120
|
1.591
|
1.774
|
1.208
|
1.536
|
4.534
|
FCF-marge
|
5,2%
|
6,14%
|
8,78%
|
9,86%
|
10,26%
|
8,39%
|
9,19%
|
24,91%
|
Kasstroomconversie (ebitda)
|
24,1%
|
27,78%
|
32,31%
|
28,14%
|
28,74%
|
30,96%
|
29,54%
|
73,78%
|
Kasstroomconversie (nettowinst)
|
48,16%
|
56,69%
|
56%
|
40,18%
|
42,13%
|
61,04%
|
53,16%
|
125,55%
|
Dividend per aandeel
2 |
0,2400
|
0,1680
|
0,2400
|
0,2400
|
0,2400
|
0,2829
|
0,2972
|
0,2977
|
Datum van publicatie
|
23/01/20
|
28/01/21
|
27/01/22
|
26/01/23
|
25/01/24
|
-
|
-
|
-
|
Fiscaal tijdperk: december |
2019 S2
|
2020 S1
|
2020 S2
|
2021 S1
|
2021 Q4
|
2021 S2
|
2022 Q1
|
2022 Q2
|
2022 S1
|
2022 Q3
|
2022 Q4
|
2022 S2
|
2023 Q1
|
2023 Q2
|
2023 S1
|
2023 Q3
|
2023 Q4
|
2023 S2
|
2024 Q1
|
2024 Q2
|
2024 S1
|
2024 Q3
|
2024 Q4
|
2024 S2
|
2025 Q1
|
2025 Q2
|
---|
Omzet
1 |
5.307
|
4.318
|
5.901
|
6.008
|
3.556
|
6.753
|
3.546
|
3.837
|
7.383
|
4.305
|
4.424
|
8.729
|
4.247
|
4.326
|
8.573
|
4.431
|
4.282
|
8.713
|
3.465
|
3.280
|
6.665
|
3.548
|
4.051
|
7.836
|
3.835
|
3.672
|
EBITDA
1 |
-
|
-
|
-
|
-
|
1.156
|
-
|
1.160
|
1.294
|
-
|
1.584
|
1.618
|
-
|
1.569
|
1.529
|
-
|
1.637
|
1.437
|
-
|
981
|
795,2
|
-
|
968,2
|
1.212
|
-
|
1.179
|
1.203
|
Bedrijfsresultaat (EBIT)
1 |
799
|
346
|
988
|
929
|
889
|
1.494
|
877
|
1.004
|
1.876
|
1.272
|
1.287
|
2.559
|
1.201
|
1.146
|
2.347
|
1.241
|
1.023
|
2.264
|
551
|
351,4
|
867
|
500,7
|
727,1
|
1.425
|
687,6
|
726,7
|
Operationele Marge
|
15,06%
|
8,01%
|
16,74%
|
15,46%
|
25%
|
22,12%
|
24,73%
|
26,17%
|
25,41%
|
29,55%
|
29,09%
|
29,32%
|
28,28%
|
26,49%
|
27,38%
|
28,01%
|
23,89%
|
25,98%
|
15,9%
|
10,71%
|
13,01%
|
14,11%
|
17,95%
|
18,19%
|
17,93%
|
19,79%
|
Resultaat voor belastingen (EBT)
1 |
785
|
328
|
939
|
910
|
878
|
1.427
|
875
|
1.008
|
1.883
|
1.286
|
1.317
|
2.603
|
1.233
|
1.174
|
2.408
|
1.280
|
1.075
|
2.355
|
606
|
375,3
|
968
|
514,9
|
747,2
|
1.477
|
784,8
|
784,3
|
Nettowinst (verlies)
1 |
694
|
282
|
824
|
776
|
750
|
1.224
|
747
|
867
|
1.614
|
1.099
|
1.248
|
2.347
|
1.044
|
1.001
|
2.045
|
1.090
|
1.076
|
2.166
|
513
|
321,6
|
820
|
455,1
|
647,8
|
1.253
|
639,2
|
666,3
|
Nettomarge
|
13,08%
|
6,53%
|
13,96%
|
12,92%
|
21,09%
|
18,13%
|
21,07%
|
22,6%
|
21,86%
|
25,53%
|
28,21%
|
26,89%
|
24,58%
|
23,14%
|
23,85%
|
24,6%
|
25,13%
|
24,86%
|
14,81%
|
9,8%
|
12,3%
|
12,83%
|
15,99%
|
15,99%
|
16,67%
|
18,15%
|
WPA
2 |
-
|
0,3100
|
0,8900
|
0,8400
|
0,8200
|
1,320
|
0,7900
|
0,9200
|
1,700
|
1,160
|
1,320
|
2,480
|
1,100
|
1,060
|
2,160
|
1,160
|
1,140
|
2,300
|
0,5400
|
0,3407
|
0,8700
|
0,4795
|
0,6936
|
1,330
|
0,5741
|
0,6300
|
Dividend per aandeel
2 |
-
|
-
|
-
|
-
|
0,0600
|
-
|
0,0600
|
0,0600
|
-
|
0,0600
|
0,0600
|
-
|
-
|
0,0600
|
-
|
0,0600
|
0,0600
|
-
|
-
|
0,0750
|
-
|
0,0750
|
0,0750
|
-
|
0,0750
|
0,0600
|
Datum van publicatie
|
23/01/20
|
23/07/20
|
28/01/21
|
29/07/21
|
27/01/22
|
27/01/22
|
27/04/22
|
28/07/22
|
28/07/22
|
27/10/22
|
26/01/23
|
26/01/23
|
27/04/23
|
27/07/23
|
27/07/23
|
26/10/23
|
25/01/24
|
25/01/24
|
25/04/24
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Fiscaal tijdperk: december |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Nettoschuldpositie
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Nettokaspositie
1 |
672
|
1.099
|
977
|
1.801
|
3.156
|
3.418
|
4.516
|
10.330
|
Hefboom (schuld/ebitda)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
497
|
627
|
1.120
|
1.591
|
1.774
|
1.208
|
1.536
|
4.534
|
ROE (netto-inkomsten/eigen vermogen)
|
15,4%
|
14,3%
|
22,7%
|
36,2%
|
28,6%
|
11,4%
|
15%
|
15,8%
|
ROA (netto-inkomsten/totale activa)
|
9,08%
|
8,4%
|
13,3%
|
22,3%
|
19%
|
7,9%
|
11,2%
|
12,2%
|
Totale activa
1 |
11.368
|
13.161
|
14.984
|
17.761
|
22.218
|
25.047
|
25.909
|
29.601
|
Nettoactief per aandeel
2 |
7,900
|
9,330
|
10,20
|
14,00
|
17,70
|
19,80
|
22,60
|
26,40
|
Cashflow per aandeel
2 |
2,070
|
2,280
|
3,310
|
5,500
|
6,350
|
4,030
|
5,300
|
6,130
|
Capex
1 |
1.174
|
1.280
|
1.828
|
3.520
|
4.111
|
2.490
|
2.878
|
2.761
|
Capex/omzet
|
12,29%
|
12,53%
|
14,32%
|
21,83%
|
23,78%
|
17,29%
|
17,22%
|
15,17%
|
Datum van publicatie
|
23/01/20
|
28/01/21
|
27/01/22
|
26/01/23
|
25/01/24
|
-
|
-
|
-
|
Laatste slotkoers
39,5
USD Gemiddelde koersdoel
53,21
USD Spread / Gemiddelde doel +34,72% Consensus |
Vaira. 1 jan.
|
Kapi.
|
---|
| +149,06% | 3.036 mld. | | +63,24% | 771 mld. | | +45,27% | 747 mld. | | +6,26% | 262 mld. | | +37,49% | 222 mld. | | +13,71% | 177 mld. | | +111,68% | 170 mld. | | +52,82% | 146 mld. | | -38,60% | 132 mld. |
Halfgeleiders - Andere
|