Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FRAS3.SA
Strong BuyFrasle Mobility S.A. · Consumer Cyclical · Brazil · $1.3B · Avg Vol: $947K/d
COMPANY DESCRIPTION
Frasle Mobility S.A. provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, Holland, Chile, Colombia, Germany, South America, and internationally. It operates through Automakers and Replacement segments.
FINANCIAL SUMMARY (BRL)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.1B | 3.4B | 4.0B | 5.5B | 21.5% | 5.5B | 6.0B | 6.1B | 5.8% |
| EPS (BRL) | 0.81 | 1.41 | 1.37 | 1.00 | 7.3% | 1.01 | 1.55 | 1.62 | 27.5% |
| Shares | 268.0M | 268.0M | 268.0M | 277.3M | +3.5% | 277.3M | — | — | — |
| Debt | 1.1B | 1.0B | 1.3B | 3.1B | 42.0% | 2.9B | — | — | — |
| Equity | 1.8B | 1.8B | 2.2B | 2.5B | 11.7% | — | — | — | — |
| Op CF | -105.1M | 1.0B | 114.0M | 1.5B | 21.4% | 1.4B | — | — | — |
| Inv CF | -87.4M | -236.4M | -201.1M | -2.3B | — | — | — | — | — |
| Fin CF | 396.7M | -318.6M | -118.4M | 1.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of FRAS3.SA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FRAS3.SA | Frasle Mobility S.A.(you) | $1.3B | 84 | Strong Buy |
| LEVE3.SA | MAHLE Metal Leve S.A. | $868M | 97 | Strong Buy |
| SHUL4.SA | Schulz S.A. | $311M | 79 | Buy |
| MYPK3.SA | Iochpe-Maxion S.A. | $268M | 80 | Buy |
| ALPA4.SA | Alpargatas S.A. | $1.7B | 87 | Strong Buy |
| VIVA3.SA | Vivara Participações S.A. | $1.0B | 73 | Buy |
| RIAA3.SA | Guararapes Confecções S.A. | $688M | 79 | Buy |
| LREN3.SA | Lojas Renner S.A. | $2.1B | 91 | Strong Buy |
| VULC3.SA | Vulcabras S.A. | $831M | 73 | Buy |
| CEAB3.SA | C&A Modas S.A. | $466M | 84 | Strong Buy |
Peer medians: ROE 14.3% · P/E 6.3x · Gross margin 43.2%