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COCE3 (COCE3) Fair Value & Analysis

Utilities · BR · Market cap R$2.9B

C COCE3 COCE3 · SA
PriceR$31.72
Fair ValueR$78.23
Upside+146.6%
Quality40/100
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Evidence: High Range R$49.97 – R$97.78

Fair value as of: Jul 5, 2026

From 16 valuation models · updated today

Fair value updated Jul 5, 2026 — revised from R$184.09 to R$78.23 (−57.5%) since Jun 24, 2026. Share price −4.8% over the past month.

Price vs Fair Value (12 months)

R$48.80 R$26.00 Fair Value R$78.23 Jul 2025 Jul 2026

12‑month range R$26.00 – R$48.80 · fair‑value band R$49.97 – R$97.78 · the R$31.72 price screens below the R$78.23 fair value. As of Jul 5, 2026.

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Analysis

COCE3 (COCE3) currently trades at R$31.72, while our model-based Fair Value estimate is R$78.23 — implying the stock looks roughly 146.6% undervalued today. We read business quality at 40/100 (below-average quality), in the Utilities 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, COCE3 generated revenue of R$9.6B at a net margin of 5.3%. Revenue grew 21.9% year over year. It earns a return on equity of 9.4%. Net debt stands at R$5.9B. Fundamentals as of Jul 5, 2026

Our scenario range runs from R$49.97 (bear case) to R$97.78 (bull case); at R$31.72, the current price sits below that range. The share trades about 35% below its 52-week high and 23% above its 52-week low, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -46% fair-value upside — at 147%, COCE3 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) R$9.6B
Revenue growth (YoY) +21.9%
Net margin 5.3%
Return on equity 9.4%
Free cash flow −R$230M FY2025
P/E ratio 9.3
More key figures
Operating margin 21.6%
EPS (TTM) R$3.60
EPS growth (YoY) +285%
Net debt R$5.9B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 5, 2026. TTM = trailing twelve months.

About the company

Companhia Energética do Ceará " COELCE distributes electricity in Brazil. It operates in 184 municipalities in the state of Ceará in Brazil. Companhia Energética do Ceará is headquartered in Fortaleza, Brazil. Companhia Energética do Ceará - COELCE is a subsidiary of Enel Brazil S.A.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

COCE3 reported revenue of R$9.2B in FY2025 versus R$8.1B in FY2021, a compound +3.1%/yr. Reported net income was R$394M in FY2025, compounding −5.2%/yr from FY2021.

Revenue +3.1%/yr
FY21 R$8.1B
FY22 R$13.6B
FY23 R$8.6B
FY24 R$7.5B
FY25 R$9.2B
Net income −5.2%/yr
FY21 R$489M
FY22 R$641M
FY23 R$315M
FY24 R$465M
FY25 R$394M

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Cite: Fair Value Calculator (2026). "COCE3 Fair Value". https://www.fairvalue-calculator.com/stock/COCE3

Similar stocks

10 more Utilities - Regulated Electric stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).

Stock Price Fair Value vs Fair Value
NextEra Energy, Inc NEE $86.08 $30.24 -65%
The Southern Company SO $94.02 $40.76 -57%
Duke Energy Corporation DUK $125.04 $67.29 -46%
National Grid plc NGG 61,175 ARS 43,169 ARS -29%
American Electric Power Company A1EP34 R$333.63 R$185.68 -44%
Dominion Energy, Inc D $66.50 $48.26 -27%
Entergy Corporation ETR $110.48 $39.57 -64%
Xcel Energy Inc X1EL34 R$201.47 R$18.60 -91%
Exelon Corporation E1XC34 R$236.88 R$42.14 -82%
Endesa, S.A ELEZY $22.33 $15.08 -32%

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Frequently asked questions

Is COCE3 (COCE3) undervalued?
As of Jul 5, 2026, our model estimates a fair value of R$78.23 versus a price of R$31.72 — about +147% (undervalued). Model-based estimate, not financial advice.
What is the fair value of COCE3?
Our model-based fair value for COCE3 is R$78.23 (as of Jul 5, 2026), built from audited fundamentals. The current price is R$31.72.
What is the quality score of COCE3?
COCE3 has a Quality Score of 40/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of COCE3 (COCE3)?
COCE3 reported trailing-twelve-month revenue of about R$9.6B (latest available figure, as of Jul 5, 2026).
What is the net profit margin of COCE3?
The net profit margin of COCE3 is about 5.3%, meaning it keeps roughly 5.3% of revenue as net income. Based on the latest reported figures.

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.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.