Obermatt

Flags

Financial distress

Americanas

SAO:AMER3 · BRAMERACNOR6
Internet & Direct Marketing RetailMedium

360

23
Medium confidence — indicative
EV / EBIT97
Price / Owner Earnings76
Owner Earnings Yield81
Dividend Yield1
Price/Sales97
EV / Gross Profit62
Price/Book100
Return on Capital37
Cash Return on Capital51
Return on Equity45
EBIT Margin35
Gross Profitability20
Accruals31
Owner Earnings Margin51
Sales growth89
Profit Growth3
Owner Earnings Growth5
Reinvestment69
Price momentum40
Debt load19
Refinancing96
Debt Payback25
Liquidity19
Analyst ratings78
Expectations trend50
Market mood1
Value Creation14/20strong 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

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

Profile

CountryBrazil
IndustryInternet & Direct Marketing Retail
SizeMedium
TypePublic Company
ExchangeBOVESPA
Employees12,722
ISINBRAMERACNOR6
Last UpdateApr 2, 2026
Index & Theme
Online GroceryOnline PaymentsLifestyleFast-Moving Consumer Goods

Description

Americanas S.A. operates as a retailer that integrates online and offline commerce, creating a seamless shopping experience for its customers. With a strong foothold in the market, the company offers a vast array of products ranging from electronics…

Analysis

Bargain bin

Americanas S.A. falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 2.0× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is tepid and the balance sheet is adequate. The company scores 14/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

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
37
2023202420252026

All-time high

58

Aug 2023

All-time low

8

Jan 2024

Average rank

33

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
97
98
100
59
Price/Earnings
100
100
46
11
Price/Book
100
100
100
79
Dividend Yield
1
1
1
1
Value (overall)
72
81
69
85

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

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The companies this stock is ranked against.

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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 →