Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LREN3.SA
Strong BuyLojas Renner S.A. · Consumer Cyclical · Brazil · $2.1B · Avg Vol: $37M/d
COMPANY DESCRIPTION
Lojas Renner S.A., together with its subsidiaries, operates as a fashion and lifestyle company in Brazil, Argentina, and Uruguay. It operates through Retail and Financial Products segments.
FINANCIAL SUMMARY (BRL)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 13.3B | 13.6B | 14.4B | 15.8B | 6.1% | 16.2B | 16.6B | 18.3B | 7.5% |
| EPS (BRL) | 1.21 | 0.93 | 1.14 | 1.44 | 6.2% | 1.52 | 1.60 | 1.71 | 9.0% |
| Shares | 1.1B | 1.1B | 1.1B | 982.2M | -8.0% | 960.9M | — | — | — |
| Debt | 5.3B | 4.7B | 3.6B | 2.9B | -18.4% | 3.3B | — | — | — |
| Equity | 10.1B | 10.0B | 10.8B | 10.5B | 1.2% | — | — | — | — |
| Op CF | 1.5B | 2.7B | 2.5B | 2.8B | 22.2% | 3.3B | — | — | — |
| Inv CF | -1.2B | -892.9M | -679.2M | -800.0M | — | — | — | — | — |
| Fin CF | -3.0B | -2.0B | -2.4B | -2.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of LREN3.SA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LREN3.SA | Lojas Renner S.A.(you) | $2.1B | 91 | Strong Buy |
| GMAT3.SA | Grupo Mateus S.A. | $2.1B | 72 | Buy |
| PCAR3.SA | Companhia Brasileira De Distribuicao | $289M | 36 | Hold |
| ALPA4.SA | Alpargatas S.A. | $1.7B | 87 | Strong Buy |
| FRAS3.SA | Frasle Mobility S.A. | $1.3B | 84 | Strong Buy |
| LEVE3.SA | MAHLE Metal Leve S.A. | $868M | 97 | Strong Buy |
| VIVA3.SA | Vivara Participações S.A. | $1.0B | 73 | Buy |
| VBBR3.SA | Vibra Energia S.A. | $7.9B | 97 | Strong Buy |
| RIAA3.SA | Guararapes Confecções S.A. | $688M | 79 | Buy |
| VULC3.SA | Vulcabras S.A. | $831M | 73 | Buy |
Peer medians: ROE 13.7% · P/E 6.3x · Gross margin 40.9%