Frasle Mobility S.A (FRAS3) Fair Value & Analysis

Consumer Cyclical · BR · Market cap R$5.9B

A solid business, currently priced close to our fair value.

What matters now

• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• Our model range runs from R$16.47 (bear) to R$27.46 (bull), base R$21.97. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 50/100 (solid quality) with high evidence: the data supports the verdict.

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$8.06 – R$28.74 · fair‑value band R$16.47 – R$27.46 · the R$20.42 price screens below the R$21.97 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.

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Analysis

Frasle Mobility S.A (FRAS3) currently trades at R$20.42, while our model-based Fair Value estimate is R$21.97, implying the stock looks roughly 7.6% fairly valued today. The Quality Score stands at 50/100 (solid quality), in the Consumer Cyclical 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, Frasle Mobility S.A generated revenue of R$5.4B at a net margin of 4.7%. Revenue declined 6.1% year over year. It earns a return on equity of 11.2%. Net debt stands at R$1.8B. Fundamentals as of Jul 15, 2026

Our scenario range runs from R$16.47 (bear case) to R$27.46 (bull case); at R$20.42, 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 27% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at 8%, FRAS3 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.

Widest divergence: DCF Models (R$50.57) versus Asset-Based (R$5.94). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Frasle Mobility S.A. provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, Holland, Chile, Colombia, Germany, South America, and internationally. It operates through Automakers and Replacement segments.

Full company description

Frasle Mobility S.A. provides friction materials for braking systems and other products in Brazil, England, Argentina, the United States, China, India, Uruguay, Holland, Chile, Colombia, Germany, South America, and internationally. It operates through Automakers and Replacement segments. The company offers brake linings for commercial vehicles, brake pads for commercial vehicles, automobiles, motorcycles and small aircraft, brake linings for automobiles, railway shoes, brake shoes for commercial vehicles and automobiles, clutch linings, molded linings, and universal plates and industrial products; brake disc, drum, master cylinder, servos, wheel cylinder, wheel hubs, repairs, actuators, and check valves. It also serves heavy vehicles, automobiles, motorcycles, rail, aviation, and agriculture sectors. The company sells its products under the FRAS-LE, Controil, FREMAX, and NAKATA brands. It also exports its products. The company was formerly known as Fras-le S.A. and changed its name to Frasle Mobility S.A. in December 2025. Frasle Mobility S.A. was founded in 1954 and is based in Caxias Do Sul, Brazil. Frasle Mobility S.A. operates as a subsidiary of Randon S.A. Implementos e Participações.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Frasle Mobility S.A reported revenue of R$5.5B in FY2025 versus R$2.6B in FY2021, a compound +20.8%/yr. Reported net income was R$277M in FY2025, compounding +7.0%/yr from FY2021.

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Peer Group

Auto Parts · 642 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 Auto Parts 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.

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Frequently asked questions

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.