Obermatt

Lojas Renner

SAO:LREN3 · BRLRENACNOR1
Specialty RetailLarge

360

95
EV / EBIT84
Price / Owner Earnings54
Owner Earnings Yield78
Dividend Yield95
Price/Sales46
EV / Gross Profit49
Price/Book58
Return on Capital63
Cash Return on Capital69
Return on Equity59
EBIT Margin71
Gross Profitability31
Cash Conversion54
Accruals54
Owner Earnings Margin72
Sales growth55
Profit Growth77
Long-Term EPS Growth67
Owner Earnings Growth65
Reinvestment55
Price momentum48
Debt load77
Refinancing56
Debt Payback67
Liquidity63
Analyst ratings61
Opinion Changes44
Price Target Upside65
Market mood79
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Lojas Renner generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryBrazil
IndustrySpecialty Retail
SizeLarge
TypePublic Company
ExchangeBOVESPA
Founded1965
Employees12,331
ISINBRLRENACNOR1
Last UpdateApr 2, 2026
Themes
LifestyleBrand MarketingConsumer LendingFood and Beverage

Description

Lojas Renner S.A. operates as a fashion and lifestyle company, which engages in the trading of a wide variety of products. Business Strategy The company has crafted a comprehensive business strategy designed to sustain its market leadership, drive…

Analysis

Middle-of-the-road

Lojas Renner S.A. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 14.5× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly 2% yearly growth; analysts expect 9%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 18/20 on our value-creation score: strong value creator.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
98
2023202420252026

All-time high

100

Dec 2025

All-time low

36

Jan 2024

Average rank

88

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
38
29
28
Price/Earnings
76
81
67
52
Price/Book
58
78
74
70
Dividend Yield
95
84
75
70
Value (overall)
78
83
73
69

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →