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PGMN3.SA B3 (São Paulo) Drug Retailers

Empreendimentos Pague Menos SA

$3,97
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Mcap
P/E
EV / Rev
Div yield
4,97 %
Op margin
5,8 %
ROE
8,4 %
Net margin
1,7 %
Debt / equity
1,20
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

Empreendimentos Pague Menos SA operates in the drug retailing industry, generating revenue primarily through the sale of pharmaceutical products and related consumer goods.

Business. Empreendimentos Pague Menos SA (PGMN3.SA) is a drug retailer operating within the Food & Drug Retailing industry. The company is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryDrug Retailers
ActivityFood & Drug Retailing
Generated · model-assisted
Sell-side consensus
BUY5 analysts
4 buy0 hold1 sell
Avg 12m price target7,24

Analyst recommendations

5 analysts · consensus Buy
Buy4
Hold0
Sell1
12-month price target
7,24
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
5 analysts · indicative
Ownership
not yet wired
Profitability
8,4 %
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 PGMN3.
  • 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+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−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 PGMN3.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

    Empreendimentos Pague Menos SA (PGMN3.SA) is a drug retailer operating within the Food & Drug Retailing industry. The company is headquartered in Brazil and is primarily listed on the B3 (São Paulo) stock exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryDrug Retailers
    ActivityFood & Drug Retailing
    AI synthesis
    GENERATED

    Empreendimentos Pague Menos SA maintains a debt-to-equity ratio of 1.2, indicating a moderate level of leverage, while its liquidity position is characterized as medium, with a current ratio of 1.59. The company's free cash flow of 349.4 million BRL supports its operational flexibility, although its net cash position is negative after accounting for total debt.

    In terms of profitability, the company's return on equity (ROE) is 8.44%, which is a measure of how effectively it generates profit from shareholders' equity. Its return on assets (ROA) is 2.62%, suggesting that the company is generating a relatively modest return on its total asset base.

    The company's revenue is concentrated in the drug retailing segment, with no disclosed geographic diversification. This concentration may expose the company to specific market risks, although the exact nature of these risks is not quantified in the available data.

    Looking at the growth trajectory, the company's revenue for the latest period is 14.9 billion BRL. While the outlook for the current and next fiscal years is not explicitly provided, the company's operating income of 861.17 million BRL and net income of 260.28 million BRL suggest a stable financial performance.

    The risk assessment indicates a medium liquidity risk and a low dilution risk. The company's net cash is negative after subtracting total debt, which could affect its ability to meet short-term obligations without additional financing.

    Recent events, such as analyst estimates, show a mean price target of 7.24 BRL and a median price target of 7.99 BRL. The mean recommendation from analysts is 2.40, indicating a generally positive outlook, with four buy recommendations and no strong buy or hold recommendations.

    Key takeaways
    • The company has a moderate level of leverage with a debt-to-equity ratio of 1.2.
    • It maintains a current ratio of 1.59, indicating a medium liquidity position.
    • The company's ROE is 8.44%, suggesting effective use of shareholders' equity.
    • Analysts have a generally positive outlook, with a mean recommendation of 2.40 and four buy recommendations.
    • The company's net cash is negative after accounting for total debt, which could impact its liquidity.
    • **margin_outlook_rationale**: The company's gross profit margin is 31.95%, which is a key indicator of its profitability and cost management efficiency.
    • **rd_outlook_rationale**: The company's R&D outlook is not explicitly provided, but its focus on drug retailing suggests ongoing investment in product offerings and customer service.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $3,97
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $3.09B
    Net cash
    -$3.56B
    Current ratio
    1.6
    Debt / equity
    1.2
    ROA
    2.6%
    ROE
    8.4%
    Cash conversion
    77.0%
    CapEx / revenue
    -1.8%
    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
    0,53
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    5
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · 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 estimate0,53
    Revenueno estimateno estimate17,2B BRL
    Operating incomeno estimateno estimate946,5M 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 distribution4 analysts
    Strong buy0
    Buy3
    Hold0
    Sell1
    Strong sell0
    12-month price target$7,24 · Median $7,99
    Low $4,48High $8,50
    Operating income · consensus946,5M BRL
    EPS surprise
    −12,4 %
    reported vs consensus · miss
    Revenue surprise
    −13,4 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$4,48
    Mean$7,24
    Median$7,99
    High$8,50
    Spot$3,97
    +82.3 %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 Margin5,8 %Above P75
    Net Margin1,8 %Above median
    ROE8,4 %Above median
    Capex / Rev-1,8 %Above median
    D/E1,20Below median
    Cash Conv0,77Below 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
    • Empreendimentos Pague Menos SA Market data — financials · 2026-05-28
    • Empreendimentos Pague Menos SA Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    PGMN3.SACanonical
    B3 (São Paulo) · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full 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