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Description
Marcopolo S.A. engages in the manufacture and sale of buses, automotive vehicles, vehicle bodies, parts, agricultural and industrial machinery. The company also engages in the import and export activities, as well as investing in other companies.
Th…
Analysis
Hidden champion
Marcopolo S.A. fits the profile of a hidden champion, yet the market has not awarded it the premium its quality earns. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is attractive. The owner-earnings multiple stands at 7.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -8% a year, against analyst forecasts of -10%. The price, in other words, assumes less than the experts do.
Growth is tepid; the safety picture is sturdy. The company scores 18/20 on our value-creation score: strong value creator.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Mar 202693
92
2026
All-time high
93
Mar 2026
All-time low
92
Jun 2026
Average rank
93
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
76
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Price/Earnings
93
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Price/Book
76
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Dividend Yield
93
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Value (overall)
96
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Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.