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Companies Consumer Cyclicals VIVA3.SA
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VIVA3.SA B3 (São Paulo) Apparel & Accessories Retailers

Vivara Participacoes SA

$21,63
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Mcap
P/E
EV / Rev
Div yield
3,56 %
Op margin
24,0 %
ROE
21,0 %
Net margin
20,5 %
Debt / equity
0,42
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Vivara Participações S.A. operates in the retail sector, specializing in the sale of jewelry and accessories, primarily through its own brand and franchise locations.

Business. Vivara Participacoes SA (VIVA3.SA) is a Brazilian retailer operating in the Apparel & Accessories Retailers industry within the Consumer Cyclicals sector. The company is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. As specific segment and geographic breakdowns are not provided, the firm is described at the industry level as an apparel and accessories retailer.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryApparel & Accessories Retailers
ActivityRetailers
Generated · model-assisted
Sell-side consensus
BUY12 analysts
12 buy0 hold0 sell
Avg 12m price target36,36

Analyst recommendations

12 analysts · consensus Buy
Buy12
Hold0
Sell0
12-month price target
36,36
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
12 analysts · indicative
Ownership
not yet wired
Profitability
21,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning VIVA3.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to VIVA3.SA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Vivara Participacoes SA (VIVA3.SA) is a Brazilian retailer operating in the Apparel & Accessories Retailers industry within the Consumer Cyclicals sector. The company is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. As specific segment and geographic breakdowns are not provided, the firm is described at the industry level as an apparel and accessories retailer.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryApparel & Accessories Retailers
    ActivityRetailers
    AI synthesis
    GENERATED

    Vivara maintains a conservative capital structure with a debt-to-equity ratio of 0.42, indicating a relatively low reliance on debt financing. The company's liquidity position is characterized by a current ratio of 3.63, suggesting strong short-term liquidity. However, the company's net cash position is negative after subtracting total debt, which introduces a medium liquidity risk.

    Profitability metrics show that Vivara generates a return on equity of 21% and a return on assets of 13.12%, both of which are strong indicators of efficient capital use and asset management. These figures suggest that the company is performing well in terms of generating returns for its shareholders and utilizing its assets effectively.

    The company's revenue is primarily concentrated in its domestic market, with a significant portion derived from its jewelry and accessories retail operations. While the input data does not provide a detailed breakdown of geographic exposure, the company's operations are largely centered in Brazil.

    Looking ahead, Vivara is expected to maintain a stable growth trajectory, supported by its strong operating cash flow of 468.87 million BRL and a free cash flow of 188.33 million BRL. The company's capital expenditure of -80.44 million BRL indicates a reduction in investment in physical assets, which may reflect a strategic shift or a focus on optimizing existing operations.

    The risk assessment highlights a medium liquidity risk and a low dilution risk. The company's dilution potential is minimal, as the number of basic and diluted shares outstanding is the same, indicating no imminent threat from share dilution. The company's risk profile is further supported by its strong operating income of 726.32 million BRL and net income of 619.50 million BRL.

    Recent events and filings have not indicated any significant changes in the company's strategic direction or operational performance. Analysts have provided a mean price target of 36.36 BRL and a median price target of 36.00 BRL, with a mean recommendation of 1.75, indicating a generally positive outlook.

    Key takeaways
    • Vivara maintains a strong liquidity position with a current ratio of 3.63.
    • The company's return on equity of 21% and return on assets of 13.12% indicate efficient capital use and asset management.
    • Vivara's capital structure is conservative, with a debt-to-equity ratio of 0.42.
    • The company's operating cash flow of 468.87 million BRL and free cash flow of 188.33 million BRL support a stable growth trajectory.
    • Analysts have provided a generally positive outlook with a mean price target of 36.36 BRL.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $21,63
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $2.95B
    Net cash
    -$882.8M
    Current ratio
    3.6
    Debt / equity
    0.4
    ROA
    13.1%
    ROE
    21.0%
    Cash conversion
    76.0%
    CapEx / revenue
    -2.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    2,90
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    12
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-15 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate2,90
    Revenueno estimateno estimate3,4B BRL
    Operating incomeno estimateno estimate838,9M BRL
    Full-year consensus mean (period as reported by source) · consensus in BRL. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution12 analysts
    Strong buy3
    Buy9
    Hold0
    Sell0
    Strong sell0
    12-month price target$36,36 · Median $36,00
    Low $33,00High $46,00
    Operating income · consensus838,9M BRL
    EPS surprise
    −12,2 %
    reported vs consensus · miss
    Revenue surprise
    −11,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$33,00
    Mean$36,36
    Median$36,00
    High$46,00
    Spot$21,63
    +68.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin24,0 %Best in class
    Net Margin20,5 %Best in class
    ROE21,0 %Best in class
    Capex / Rev-2,7 %Below median
    D/E0,42Below median
    Cash Conv0,76Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Vivara Participacoes SA Market data — financials · 2026-05-29
    • Vivara Participacoes SA Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    VIVA3.SACanonical
    B3 (São Paulo) · USD

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage