3 ações baratas com lucros e receitas explodindo!

Summary

The video discusses three undervalued stocks with rising profits and revenues, despite low share prices. It emphasizes how certain companies show rapid growth in earnings while their stock prices remain stagnant. The presenter highlights Fleury (healthcare diagnostics), Porto Seguro (insurance), and Boa Safra (seeds and agriculture) as examples. These companies have expanding revenues and profits, but their stocks have not yet reflected this growth. The presenter advises caution, noting potential risks such as competition and market challenges, while also offering tips on how to analyze these investment opportunities thoughtfully.

Takeaways

• 📈 The goal for many investors is to find undervalued stocks of companies with exploding profits and revenues.
• 🔍 During times of rising interest rates and a seemingly stagnant stock market, there can be opportunities to find such undervalued companies.
• 🏥 Fleuri (FLRY3) is a nearly 100-year-old company, one of Brazil's largest health companies, with significant growth in diagnostic medicine and digital health solutions.
• 💹 Fleuri's net profit has grown consistently over the past decade, with revenues increasing from around 300-400 million to nearly 8 billion in the last 12 months.
• 📊 Despite the growth, Fleuri's stock price has been discounted, with Price-to-Earnings (P/E) and Price-to-Sales (P/S) ratios below the average.
• 🚗 Porto Seguro (PSSA3) is one of Brazil's largest insurance companies, with a strong presence in auto, residential, and commercial insurance.
• 🌱 Boa Vista Sementes (BASA3) is a leading seed producer in Brazil, with a significant market share in soybean seeds and a strong distribution network.
• 📊 All three companies have shown consistent growth in both profits and revenues over the past years.
• 💹 The market might be underestimating these companies' growth potential, reflected in their stock prices not keeping up with their financial performance.
• 📚 It's crucial for investors to understand the assets they are investing in and not just be swayed by attractive indicators or market hype.
• ⏳ Investing in resilient companies during market downturns can be a wise decision, but it's essential to consider the risks and the company's position in its industry.

Q & A

What is the main goal of the video?

The main goal of the video is to present three companies with strong financial performance, specifically showing growing revenues and profits, but whose stock prices have not yet reflected this growth. The video discusses whether these stocks represent investment opportunities.

What are the three companies discussed in the video?

The three companies discussed are Fleury (FLRY3), Porto Seguro (PSSA3), and Boa Safra (SOJA3).

What are the key areas of operation for Fleury (FLRY3)?

Fleury operates in four main areas: B2C diagnostic medicine, B2B diagnostic medicine, new health platforms, and strategic acquisitions. It is a major healthcare company in Brazil with a focus on medical diagnostics.

What recent acquisitions has Fleury made to drive growth?

Fleury has made 11 strategic acquisitions in the field of diagnostic medicine since 2017. A key acquisition was the combination with the Pardini Group, which was announced in 2022.

How has Fleury's financial performance been over the last decade?

Fleury has seen substantial growth in both revenues and profits over the past 10 years. Its revenues have grown from under 400 million BRL in 2009 to nearly 8 billion BRL in the last 12 months. However, the stock price has not yet reflected this growth.

What are some of the risks faced by Fleury?

Fleury faces competition from other companies operating in the same segments, which could pressure its market share and profit margins. Additionally, there is concern that its growth expectations from the market have not been fully realized, leading to discounted stock prices.

What are the main business segments of Porto Seguro (PSSA3)?

Porto Seguro operates in four key areas: insurance (including auto, residential, and business), health services, Porto Bank (credit cards, financing, and personal loans), and Porto Services. The company has expanded its operations through strategic acquisitions and partnerships.

What are the financial strengths of Porto Seguro?

Porto Seguro has seen consistent growth in both revenues and profits. It maintains a strong Return on Equity (ROE) and has steadily increased its profitability over the last decade. It also has a significant number of clients and a large network of brokers.

What challenges does Porto Seguro face regarding profitability?

Porto Seguro's margins are relatively low, particularly its net margin. This could be a concern for some investors, but the company is still experiencing overall growth in profits and revenues.

What is Boa Safra's (SOJA3) main business, and what makes it a leader in its market?

Boa Safra is a leading producer of soybean seeds in Brazil, with a strong market presence and significant growth potential. The company also offers industrial treatments to increase crop productivity. It holds about 99% of the market share in seed production.

What are the financial highlights of Boa Safra?

Boa Safra has shown impressive profitability, with a Return on Equity (ROE) of around 35% in 2023. Its revenues and profits have been growing consistently, and it operates with a relatively low level of debt.

What risks does Boa Safra face in the agricultural sector?

Boa Safra faces risks related to the agricultural industry, including fluctuating commodity prices, adverse weather conditions, high levels of stock, and competition. These factors could potentially impact the company's growth in the short and medium term.

What general advice does the video give about investing in these companies?

The video advises caution, highlighting that investors should not rush to invest based solely on positive financial indicators. It emphasizes the importance of fully understanding the company's business and long-term potential, rather than focusing on short-term price movements.