JSL S.A (JSLG3) Fair Value & Analysis
Industrials · BR · Market cap R$1.6B (≈ $304M) · ISIN BRJSLGACNOR2
What is JSL S.A really worth?
A solid business, trading 34% below our fair value of R$8.30.
Strengths
Risks
Fair value as of: Aug 13, 2026
From 26 valuation models · updated 18 days ago
Fair value updated Aug 13, 2026, revised from R$6.01 to R$8.30 (+38.1%) since Jul 18, 2026. Share price −2.1% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price is below even our cautious bear case (R$6.23). The market is more pessimistic than our downside scenario.
- Solid quality (50/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range R$2.96 – R$9.83 · fair‑value band R$6.23 – R$10.39 · the R$5.48 price screens below the R$8.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.
Analysis
JSL S.A (JSLG3) currently trades at R$5.48, while our model-based Fair Value estimate is R$8.30, implying the stock looks roughly 34.0% undervalued today. The Quality Score stands at 50/100 (solid quality), in the Industrials sector. Bull case: the Growth DCF group reads highest at a median of R$48.28 per share, and 17 of the 26 models we run sit above the R$5.48 price. Bear case: the Asset-Based group reads lowest at R$3.11, and 9 of the 26 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, JSL S.A generated revenue of R$9.7B at a net margin of −1.0%. Revenue grew 2.3% year over year. It earns a return on equity of −6.4%. Net debt stands at R$6.8B. Fundamentals as of Aug 13, 2026
Our scenario range runs from R$6.23 (bear case) to R$10.39 (bull case); at R$5.48, the current price sits below 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 38% below its 52-week high and 43% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at −5% fair-value upside, at 52%, JSLG3 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth DCF (R$48.28) versus Asset-Based (R$3.11). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 49 · Market factors (momentum, volatility) 43
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.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
JSL S.A., together with its subsidiaries, provides logistics services in Brazil. It also offers cargo transportation, internal logistics, storage, urban distribution, commodity logistics, and other charter services.
Full company description
JSL S.A., together with its subsidiaries, provides logistics services in Brazil. It also offers cargo transportation, internal logistics, storage, urban distribution, commodity logistics, and other charter services. In addition, the company provides road transport services comprising intercity, interstate, and international cargo transportation services; chartered passenger transportation; logistical organization cargo transportation; and storage related services. Further, it manufactures plants and related activities. JSL S.A. was founded in 1956 and is headquartered in São Paulo, Brazil. The company is a subsidiary of Simpar S.A.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
JSL S.A reported revenue of R$9.6B in FY2025 versus R$4.3B in FY2021, a compound +22.4%/yr. Reported net income was R$81.7M in FY2025, compounding −25.9%/yr from FY2021.
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Peer Group
Integrated Freight & Logistics · 216 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 Integrated Freight & Logistics median · lower = cheaper
Strength profile in five axes (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.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Parcel Service, Inc UPS | $105.33 | $103.34 | −2% |
| FedEx Corporation FDX | $330.88 | $347.68 | +5% |
| Deutsche Post AG DHL | €56.14 | €53.18 | −5% |
| DSV A/S DSV | kr 1,358 | kr 712.57 | −48% |
| Kuehne + Nagel International AG KNIN | CHF 219.90 | CHF 147.92 | −33% |
| J.B. Hunt Transport Services, Inc JBHT | $263.64 | $133.80 | −49% |
| S.F. Holding 002352 | ¥32.96 | ¥48.64 | +48% |
| C.H. Robinson Worldwide, Inc CHRW | $150.39 | $86.56 | −42% |
| Expeditors International of Washington, Inc EXPD | $190.97 | $115.95 | −39% |
| ZTO Express (Cayman) Inc ZTO | $21.50 | $28.62 | +33% |
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