Bemobi Mobile Tech S.A (BMOB3) Fair Value & Analysis
Communication Services · BR · Market cap R$1.9B
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 26 days ago
Fair value updated Jul 15, 2026, revised from R$32.65 to R$31.99 (−2.0%) since Jun 24, 2026. Share price −0.4% over the past month.
A solid business, screening 40% undervalued on our models.
What matters now
- Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range (R$20.51 to R$39.98) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range R$8.59 – R$28.16 · fair‑value band R$20.51 – R$39.98 · the R$22.85 price screens below the R$31.99 fair value. Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Bemobi Mobile Tech S.A (BMOB3) currently trades at R$22.85, while our model-based Fair Value estimate is R$31.99, implying the stock looks roughly 40.0% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Communication Services sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Bemobi Mobile Tech S.A generated revenue of R$1.8B at a net margin of 8.9%. Revenue grew 24.6% year over year. It earns a return on equity of 15.6%. The balance sheet holds a net cash position of R$216M. Fundamentals as of Jul 15, 2026
Our scenario range runs from R$20.51 (bear case) to R$39.98 (bull case); at R$22.85, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 20% below its 52-week high and 34% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at -52% fair-value upside, at 40%, BMOB3 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings (R$85.96) versus Asset-Based (R$7.68). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 55
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Bemobi Mobile Tech S.A., a technology company, provides solutions and mobile platforms for digital payments, customer engagement, microfinance, and digital services in Brazil and internationally.
Full company description
Bemobi Mobile Tech S.A., a technology company, provides solutions and mobile platforms for digital payments, customer engagement, microfinance, and digital services in Brazil and internationally. The company offers Bemobi Pay, which includes smart checkouts which offers white-label and customizable solution, payment method orchestration, and multiple payment methods; Smart POS, that accepts payments; Payment Orchestration which optimizes payments and connects business to multiple providers, increase approval rates, and reduce fraud; and simplify payment management. It also provides Grace, an AI-first conversational payments platform; digital engagement solutions for telecom ISPs and telco MNOS; and Agenda Edu SuperApp, a tool for communication, engagement, and school finances. In addition, the company offers microfinance and digital subscriptions solutions for telco MNOS; and Wave, a digital native platform for telecommunications; and mobile scoring solutions for telcos and finances. It serves telecom MNOs and ISPs, utilities, education, health, and finance industries. Bemobi Mobile Tech S.A. was incorporated in 2007 and is headquartered in Rio De Janeiro, Brazil.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Bemobi Mobile Tech S.A reported revenue of R$1.7B in FY2025 versus R$489M in FY2021, a compound +36.5%/yr. Reported net income was R$157M in FY2025, compounding +20.1%/yr from FY2021.
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Peer Group
Entertainment · 265 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Entertainment median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Entertainment stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Netflix, Inc ZNFL | C$6.77 | C$2.96 | -56% |
| The Walt Disney Company DIS | $96.30 | $89.55 | -7% |
| Warner Bros. Discovery, Inc WBD | $26.87 | $9.13 | -66% |
| Live Nation Entertainment, Inc LYV | $178.44 | $46.89 | -74% |
| Universal Music Group UMG | €18.91 | €14.78 | -22% |
| TKO Group TKO | $184.40 | $22.16 | -88% |
| Empresas Cablevisión, S.A. CABLECPO | 55.00 MXN | 60.49 MXN | +10% |
| Beijing Enlight Media Co 300251 | ¥11.77 | ¥10.97 | -7% |
| PT MNC Digital Entertainment Tbk, MSIN | 456.00 IDR | 221.09 IDR | -52% |
| Prime Focus Limited PFOCUS | ₹298.25 | ₹63.45 | -79% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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