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v0.1
VAMO3.SA$3.00-4.08%
Fair $3.00+0.0%

VAMO3.SA

Vamos Locação de Caminhões, Máquinas e Equipamentos S.A.

Industrials / Rental & Leasing ServicesSão Paulo

$3.00

-0.13 (-4.08%)

Fairly Valued+0.0%Fair Value $3.00Fund rank 18/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-914.5M · quality 31.3/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

31/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 6.51, above the 2.0 threshold
Thesis & Journal · VAMO3.SALocal privado en este navegador · Vamos Locação de Caminhões, Máquinas e Equipamentos S.A.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.7B

P/E

10.3x

↓

EV/EBITDA

5.2x

↓

ROE

12.8%

↑

Gross Margin

52.4%

↑

Debt/Equity

6.51

↑
52-Week Range$3
$3$5

TradingView lightweight chart

VAMO3.SA price, volumen y niveles de valoración

Último $3.060Periodo -61.9%
Fair value: $3.000

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+5.4%

FCF CAGR

—

FCF margin

-15.9%

FCF / Net income

-2.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.76B · net income $328.7M · FCF $-914.5M

2022-FY → 2025-FY

Gross margin

52.4%+9.8% pts

Operating margin

45.0%+12.5% pts

Net margin

5.7%-7.9% pts

FCF margin

-15.9%+32.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.76B$5.76B$4.70B$3.55B$4.91B
Net Income$328.7M$328.7M$381.0M$587.0M$668.6M
EBITDA$3.76B$3.76B$3.48B$2.73B$2.03B
EPS0.310.310.350.630.67
Gross Margin52.4%52.4%64.0%66.6%42.6%
Operating Margin45.0%45.0%54.2%57.2%32.4%
Net Margin5.7%5.7%8.1%16.5%13.6%
Balance Sheet
Debt/Equity6.516.515.932.472.06
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$-914.5M$-914.5M$-757.4M$-1.89B$-2.40B
Returns
ROE12.8%12.8%15.6%12.4%18.4%
Valuation
P/E10.3410.3413.0515.4717.60
EV/EBITDA5.205.205.557.589.42
P/B1.241.242.031.923.23
Growth & Yield
Revenue Growth22.5%22.5%32.4%-27.8%—
EPS Growth-11.7%-11.7%-44.7%-5.4%—
Dividend Yield4.6%4.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$0.27

Spread vs growth

-6.8%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$0.32

Spread vs growth

-12.5%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$0.52

Spread vs growth

-17.0%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -30.3%

Total return

-30.3%

Start / end P/E

13.4x → 9.9x

EPS bridge

0.35 → 0.31

Residual

+3.1%

EPS growth-11.7%
Multiple rerating-26.2%
Dividend+4.6%
Residual / FX / buybacks / cross-term+3.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.