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JHSF Participações

SAO:JHSF3 · BRJHSFACNOR2
Real Estate Management & DevelopmentMedium

360

100
EV / EBIT88
Price / Owner Earnings74
Owner Earnings Yield98
Dividend Yield97
Price/Sales50
EV / Gross Profit98
Price/Book38
Return on Capital97
Cash Return on Capital96
Return on Equity100
EBIT Margin27
Gross Profitability95
Cash Conversion84
Accruals65
Owner Earnings Margin40
Sales growth1
Profit Growth64
Long-Term EPS Growth1
Owner Earnings Growth95
Reinvestment24
Price momentum96
Debt load42
Refinancing32
Debt Payback100
Liquidity52
Analyst ratings57
Opinion Changes50
Price Target Upside7
Market mood65
Value Creation20/20strong 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

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

Profile

CountryBrazil
IndustryReal Estate Management & Development
SizeMedium
TypePublic Company
ExchangeBOVESPA
Founded2006
Employees904
Websitejhsf.com.br
ISINBRJHSFACNOR2
Last UpdateApr 2, 2026
Index & Theme
FintechTourismLifestyleReal Estate TechnologyReal Estate

Description

JHSF Participações S.A. is primarily engaged in operating as a holding company, overseeing several subsidiaries dedicated to activities including the construction and operation of shopping malls, real estate development, purchase and sale of resident…

Analysis

Hidden champion

JHSF Participações S.A. is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is attractive. You pay 7.3× 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 -8% yearly growth; analysts expect -52%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is moderate and the balance sheet is sturdy. The company scores 20/20 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
62
2023202420252026

All-time high

97

Jan 2023

All-time low

53

Mar 2026

Average rank

81

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
50
85
89
89
Price/Earnings
100
92
94
91
Price/Book
38
95
95
95
Dividend Yield
97
92
80
84
Value (overall)
90
95
95
98

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
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