Added to YB: 2026-06-17
Pitch date: 2026-06-14
VLID3.SA [neutral]
Valid Soluções S.A.
Author Info
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Company Info
Valid Soluções S.A. provides digital payment solutions in Brazil, Argentina, the United States, Europe, the Middle East, Africa, Asia, and internationally.
Market Cap
BRL 1.4B
Pitch Price
N/A
Price Target
N/A
Dividend
17.47%
EV/EBITDA
3.87
P/E
5.64
EV/Sales
0.73
Sector
Commercial Services and Supplies
Category
value
Brazilian microcap deep value - Valid Soluções- $VLID3 - R$1.4 billion
VLID3.SA (quick overview): Brazilian microcap (R$1.4B) in ID/docs (50% rev, 75% EBITDA, stable govt bids), SIMs (30% rev, eSIM obsolescence risk), payments (20% rev, ~0% EBITDA, margin collapse from Argentine competition). Screens cheap at 5-6x PE but real earnings power ~7.5x (R$170M NI). Falling-knife biz, hard/costly growth, JCP-aided dividends R$100-130M.
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