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VBBR3.SA B3 (São Paulo) Oil & Gas Refining and Marketing

Vbbr3.Sa

$29,04
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Mcap
P/E
EV / Rev
Div yield
4,55 %
Op margin
2,6 %
ROE
9,6 %
Net margin
1,0 %
Debt / equity
1,13
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

VBBR3.SA operates in the Energy - Fossil Fuels sector, specifically in Oil & Gas Refining and Marketing, and generates revenue primarily through refining and marketing of oil and gas products.

Business. VBBR3.SA operates in the Energy - Fossil Fuels sector, specifically in Oil & Gas Refining and Marketing, and generates revenue primarily through refining and marketing of oil and gas products.

Classification92 %
SectorEnergy
Business sectorEnergy - Fossil Fuels
IndustryOil & Gas Refining and Marketing
ActivityOil & Gas
Generated · model-assisted
Sell-side consensus
BUY13 analysts
11 buy2 hold0 sell
Avg 12m price target34,73

Analyst recommendations

13 analysts · consensus Buy
Buy11
Hold2
Sell0
12-month price target
34,73
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
13 analysts · indicative
Ownership
PNC Investments LLC
largest disclosed fund holder
Profitability
9,6 %
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 VBBR3.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy · THIS SECTOR+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−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 VBBR3.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

    VBBR3.SA operates in the Energy - Fossil Fuels sector, specifically in Oil & Gas Refining and Marketing, and generates revenue primarily through refining and marketing of oil and gas products.

    Classification92 %
    SectorEnergy
    Business sectorEnergy - Fossil Fuels
    IndustryOil & Gas Refining and Marketing
    ActivityOil & Gas
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 1.13, indicating a moderate level of leverage. Its liquidity position is assessed as medium, with a current ratio of 1.95, suggesting the company has sufficient short-term assets to cover its short-term liabilities. However, the company's net cash position is negative after subtracting total debt, which could pose a liquidity risk.

    In terms of profitability, the company's return on equity is 9.6%, and its return on assets is 3.25%. These figures are to be compared against the industry's preferred metrics and cohort medians to determine if the company is outperforming or underperforming its peers.

    The company's segments and geographic exposure are not detailed in the provided data, but the revenue concentration can be inferred from the financial snapshot. The company's operations are likely concentrated in the regions where it has refining and marketing facilities.

    The growth trajectory of the company is not explicitly stated, but the outlook for the current and next fiscal years can be inferred from the revenue history and analyst estimates. The company's revenue for the latest period is 189.08 billion BRL, and the analyst price targets suggest a range of expectations for future performance.

    The risk factors for the company include a medium liquidity risk and a low dilution risk. The company's net cash position is negative after subtracting total debt, which could affect its ability to meet short-term obligations. The dilution potential is low, indicating that the company is not expected to issue a significant number of new shares in the near future.

    Recent events related to the company include analyst estimates for price targets and recommendations. The mean price target is 34.73 BRL, with a median of 35.00 BRL, and the mean recommendation is 1.92, indicating a generally positive outlook from analysts.

    Key takeaways
    • The company has a moderate level of leverage with a debt-to-equity ratio of 1.13.
    • The company's liquidity position is assessed as medium, with a current ratio of 1.95.
    • The company's return on equity is 9.6%, and its return on assets is 3.25%.
    • The company's net cash position is negative after subtracting total debt, which could pose a liquidity risk.
    • Analysts have a generally positive outlook on the company, with a mean recommendation of 1.92.
    • margin_outlook_rationale: The company's gross profit margin is 4.88%, which is to be compared against the industry's preferred metrics to determine the outlook.
    • rd_outlook_rationale: The company's R&D outlook is not explicitly stated in the provided data.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $29,04
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $20.61B
    Net cash
    -$20.39B
    Current ratio
    1.9
    Debt / equity
    1.1
    ROA
    3.2%
    ROE
    9.6%
    Cash conversion
    337.0%
    CapEx / revenue
    -0.8%
    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
    2,62
    Predicted surprise
    -0,00
    Beat probability
    45 %
    Analysts
    13
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · 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 estimate2,62
    Revenueno estimateno estimate213,0B BRL
    Operating incomeno estimateno estimate6,5B 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 distribution13 analysts
    Strong buy3
    Buy8
    Hold2
    Sell0
    Strong sell0
    12-month price target$34,73 · Median $35,00
    Low $30,00High $42,00
    Operating income · consensus6,5B BRL
    EPS surprise
    −9,7 %
    reported vs consensus · miss
    Revenue surprise
    −11,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$30,00
    Mean$34,73
    Median$35,00
    High$42,00
    Spot$29,04
    +19.6 %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 Margin2,6 %Below median
    Net Margin1,1 %Below median
    ROE9,6 %Above P75
    Capex / Rev-0,8 %Above median
    D/E1,13Below median
    Cash Conv3,37Above P75

    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
    • VBBR3.SA Market data — financials · 2026-05-29
    • Vibra Energia SA Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Top holders

    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    VBBR3.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
    2026-07-14ANALYSTReiterate
    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