Handelsavisen
prelaunch
Companies Industrials MOTV3.SA
MO
MOTV3.SA B3 (São Paulo) Highways & Rail Tracks

Motv3.Sa

$14,23
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
P/E
EV / Rev
Div yield
2,42 %
Op margin
38,6 %
ROE
20,8 %
Net margin
17,4 %
Debt / equity
2,36
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

MOTV3.SA operates in the transportation industry, specializing in highways and rail tracks infrastructure, generating revenue primarily through transportation services and infrastructure development.

Business. MOTV3.SA operates in the transportation industry, specializing in highways and rail tracks infrastructure, generating revenue primarily through transportation services and infrastructure development.

Classification92 %
SectorIndustrials
Business sectorTransportation
IndustryHighways & Rail Tracks
ActivityTransportation
Generated · model-assisted
Sell-side consensus
BUY9 analysts
6 buy3 hold0 sell
Avg 12m price target18,84

Analyst recommendations

9 analysts · consensus Buy
Buy6
Hold3
Sell0
12-month price target
18,84
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
9 analysts · indicative
Ownership
not yet wired
Profitability
20,8 %
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 MOTV3.
  • 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−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to MOTV3.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

    MOTV3.SA operates in the transportation industry, specializing in highways and rail tracks infrastructure, generating revenue primarily through transportation services and infrastructure development.

    Classification92 %
    SectorIndustrials
    Business sectorTransportation
    IndustryHighways & Rail Tracks
    ActivityTransportation
    AI synthesis
    GENERATED

    MOTV3.SA has a debt-to-equity ratio of 2.36, indicating a significant reliance on debt financing, which is higher than the industry median for transportation infrastructure firms. The company's liquidity position is characterized by a current ratio of 1.54, suggesting moderate short-term liquidity. However, the company's free cash flow is negative at -5943724000.0 BRL, which may signal potential liquidity constraints in the near term.

    In terms of profitability, MOTV3.SA reports a return on equity of 20.77%, which is a strong return relative to the industry median. The return on assets of 4.62% is also above the industry average, indicating efficient use of assets to generate profit. The company's operating income of 7268199000.0 BRL and net income of 3279585000.0 BRL reflect a healthy margin, which is supported by a gross profit of 8905374000.0 BRL.

    MOTV3.SA's revenue is primarily concentrated in the transportation infrastructure segment, with no significant geographic diversification reported. The company's operations are largely focused on its core business, with no disclosed segments contributing more than 10% of total revenue. This concentration may expose the company to specific market risks, particularly in the transportation infrastructure sector.

    The company's growth trajectory is expected to remain stable, with no significant changes in revenue forecasted for the current fiscal year. The capital expenditure of -9632676000.0 BRL indicates ongoing investment in infrastructure, which is typical for the transportation industry. However, the negative free cash flow suggests that the company may need to rely on external financing to fund its operations and growth initiatives.

    MOTV3.SA faces moderate liquidity risk due to its high debt levels and negative free cash flow. The company's dilution potential is low, as there is no indication of significant share issuance in the near term. The risk assessment indicates that the company's liquidity position is medium, with key flags pointing to a negative net cash position after subtracting total debt.

    Recent events and filings do not indicate any major changes in the company's strategic direction or operational performance. The company's financial health is supported by a strong operating cash flow of 5747434000.0 BRL, which helps offset the negative free cash flow. Analysts have provided a mean price target of 18.84 BRL, with a median price target of 18.75 BRL, indicating a generally positive outlook.

    Key takeaways
    • MOTV3.SA has a strong return on equity of 20.77%, indicating efficient use of shareholder equity.
    • The company's debt-to-equity ratio of 2.36 suggests a high reliance on debt financing.
    • MOTV3.SA's free cash flow is negative at -5943724000.0 BRL, which may impact its liquidity.
    • The company's capital expenditure of -9632676000.0 BRL indicates ongoing investment in infrastructure.
    • Analysts have a generally positive outlook, with a mean price target of 18.84 BRL.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $14,23
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $15.79B
    Net cash
    -$33.68B
    Current ratio
    1.5
    Debt / equity
    2.4
    ROA
    4.6%
    ROE
    20.8%
    Cash conversion
    175.0%
    CapEx / revenue
    -51.1%
    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
    1,22
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    9
    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 estimate1,22
    Revenueno estimateno estimate17,0B BRL
    Operating incomeno estimateno estimate8,2B 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 distribution9 analysts
    Strong buy1
    Buy5
    Hold3
    Sell0
    Strong sell0
    12-month price target$18,84 · Median $18,75
    Low $15,00High $23,50
    Operating income · consensus8,2B BRL
    EPS surprise
    −10,1 %
    reported vs consensus · miss
    Revenue surprise
    −10,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$15,00
    Mean$18,84
    Median$18,75
    High$23,50
    Spot$14,23
    +32.4 %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 Margin38,6 %Above median
    Net Margin17,4 %Below median
    ROE20,8 %Best in class
    Capex / Rev-51,1 %Bottom quartile
    D/E2,36Bottom quartile
    Cash Conv1,75Above 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
    • MOTV3.SA Market data — financials · 2026-05-28
    • Motiva Infraestrutura de Mobilidade 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
    MOTV3.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