Added to YB: 2025-04-23
Pitch date: 2025-04-22
RAIL3.SA [bullish]
Rumo S.A.
-14.68%
current return
Author Info
Company Info
Rumo S.A., through its subsidiaries, provides rail transportation services. The company operates through North Operations, South Operations, and Container Operations segments.
Market Cap
BRL 34.9B
Pitch Price
BRL 18.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.47
P/E
-36.41
EV/Sales
3.68
Sector
Ground Transportation
Category
value
Rumo | The most crucial asset in the agricultural industry
RAIL3.SA: Brazilian rail operator owning irreplaceable 14,000km network connecting agricultural hub Mato Grosso to ports. May benefit as China shifts soybean imports from US amid tariff wars. Growing volumes (80% agricultural), expanding capacity from 32M to 60M tons by 2032. Trades at 7.65x EV/FCF vs US peers at 12-20x despite strong growth.
Read full article (10 min)