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Moura Dubeux Engenharia S.A (MDNE3) Fair Value & Analysis

Real Estate · BR · Market cap R$2.8B

MD Moura Dubeux Engenharia S.A MDNE3 · SA
PriceR$24.90
Fair ValueR$66.70
Upside+167.9%
Quality54/100
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Expensive Growth
Solidly profitable · 19.9% net margin
Low debt · negative free cash flow
17.77% dividend yield
Ranks above peers (11/13)
Wide moat 75/100
Evidence: High Range R$50.03 – R$83.38 Share as image

Fair value as of: Jul 16, 2026

From 9 valuation models · updated 24 days ago

Fair value updated Jul 16, 2026, revised from R$69.25 to R$66.70 (−3.7%) since Jun 26, 2026. Share price −1.8% over the past month.

A solid business, screening 168% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (R$50.03). The market is more pessimistic than our downside scenario.
  • Solid quality (54/100) at a price below fair value, the discount is the argument here, not the business quality.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

R$34.28 R$3.57 Fair Value R$66.70 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range R$3.57 – R$34.28 · fair‑value band R$50.03 – R$83.38 · the R$24.90 price screens below the R$66.70 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Moura Dubeux Engenharia S.A (MDNE3) currently trades at R$24.90, while our model-based Fair Value estimate is R$66.70, implying the stock looks roughly 167.9% undervalued today. The Quality Score stands at 54/100 (solid quality), in the Real Estate 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, Moura Dubeux Engenharia S.A generated revenue of R$2.5B at a net margin of 19.9%. Revenue grew 43.0% year over year. It earns a return on equity of 27.2%. Net debt stands at R$567M. Fundamentals as of Jul 16, 2026

Our scenario range runs from R$50.03 (bear case) to R$83.38 (bull case); at R$24.90, 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 27% below its 52-week high and 72% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -2% fair-value upside, at 168%, MDNE3 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.

Model BearBaseBull Evidence
Highest evidence
Residual Income R$27.30 R$38.18 R$266.05 76
Gordon GGM R$8.53 R$17.00 R$25.74 70
DDM Multi-Stage R$8.53 R$14.69 R$17.94 61
All 9 models by family
Dividend Discount
Gordon GGM R$8.53 R$17.00 R$25.74 70
DDM Multi-Stage R$8.53 R$14.69 R$17.94 61
Multiples
P/S Multiple R$51.69 R$68.92 R$86.15 58
P/B Multiple R$21.96 R$29.28 R$36.59 55
EV/EBIT R$72.65 R$98.17 R$123.70 53
EV/EBITDA R$57.22 R$77.60 R$97.98 54
EV/Revenue R$38.31 R$56.41 R$74.51 43
Asset-Based
NCAV (Graham) R$7.32 R$9.81 R$14.64 50
Economic Profit
Residual Income R$27.30 R$38.18 R$266.05 76

Widest divergence: Multiples (R$68.92) versus Asset-Based (R$9.81). Highest evidence: Residual Income (76).

Key figures & financial health

Revenue (TTM) R$2.5B
Revenue growth (YoY) +43.0%
Net margin 19.9%
Return on equity 27.2%
Free cash flow −R$142M FY2025
P/E ratio 4.6
More key figures
Operating margin 24.1%
EPS (TTM) R$5.67
EPS growth (YoY) +147%
Net debt R$567M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 54/100

Of which business quality 49 · Market factors (momentum, volatility) 51

Profitability 55
Margins and returns on capital today
Quality Growth 70
Are margins and returns improving?
Cashflow 2
Earnings quality: real cash, not paper profit
Fin. Strength 55
Balance sheet, leverage, solvency risk
Investment 51
Disciplined investing over empire-building
Low Volatility 59
Calm price path (market factor)
Momentum 42
Price trend over the last 3–12 months (market factor)
52W Momentum 55
Distance to the 52-week high (market factor)
Net Issuance 77
Buybacks instead of dilution

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

Moura Dubeux Engenharia S.A. provides real estate development services in Brazil. The company develops flats, hotels, resorts, and residential buildings, as well as offers technical construction administration, and technical advisory services to the condominiums.

Full company description

Moura Dubeux Engenharia S.A. provides real estate development services in Brazil. The company develops flats, hotels, resorts, and residential buildings, as well as offers technical construction administration, and technical advisory services to the condominiums. It also engages in the purchase and sale of properties; real estate construction; management; administration; and engineering services, as well as real estate consulting services, including site purchase; product formatting; and project approval. The company was founded in 1983 and is based in Recife, Brazil.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Moura Dubeux Engenharia S.A reported revenue of R$2.4B in FY2025 versus R$620M in FY2021, a compound +39.7%/yr. Reported net income was R$420M in FY2025, compounding +50.0%/yr from FY2021.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
R$2.4B
Latest YoY
+50.1%
Avg. growth/yr (3Y)
+43.4%
Avg. growth/yr (5Y)
+35.6%
Avg. growth/yr (12Y)
+9.1%
Revenue +39.7%/yr
FY21 R$620M
FY22 R$800M
FY23 R$1.2B
FY24 R$1.6B
FY25 R$2.4B
Net income +50.0%/yr
FY21 R$83.0M
FY22 R$106M
FY23 R$156M
FY24 R$251M
FY25 R$420M

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Cite: Fair Value Calculator (2026). "Moura Dubeux Engenharia S.A Fair Value". https://www.fairvalue-calculator.com/stock/MDNE3

Peer Group

Real Estate Services · 521 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.

Quality Score 55 · Below median
Fair Value upside +168% · Top 25%
Return on equity (TTM) 27% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 20% · Above median
Operating margin (TTM) 25% · Above median
Revenue growth 43% · Top 25%
Dividend yield (TTM) 17.8% · Top 25%
Debt / equity 0.47× · Higher than median

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 4.7× · Cheaper than 75% of peers
P/B 0.36× · Cheaper than median
P/S (TTM) 0.21× · Cheaper than 75% of peers
EV/EBITDA 1.7× · Cheaper than 75% of peers

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.

VALUE 100 · sector 37
FUTURE 100 · sector 10
PAST 100 · sector 16
HEALTH 76 · sector 85
DIVIDEND 100 · sector 49

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

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KE Holdings 2423 HK$44.76 HK$18.03 -60%
Swire Properties Limited 1972 HK$23.90 HK$18.75 -22%
Plaza S.A MALLPLAZA 3,725 CLP 5,571 CLP +50%
SAGAA SAGAA kr 170.00 kr 75.55 -56%
Cencosud Shopping S.A CENCOMALLS 2,324 CLP 2,976 CLP +28%
PT Sarana Menara Nusantara Tbk. owns and TOWR 372.00 IDR 1,208 IDR +225%
PT Metropolitan Kentjana Tbk MKPI 20,975 IDR 19,160 IDR -9%
PT Bangun Kosambi Sukses Tbk, CBDK 3,530 IDR 3,464 IDR -2%
IRSA Inversiones y Representaciones Sociedad Anónima, IRSA 2,495 ARS 3,998 ARS +60%

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Frequently asked questions

Is Moura Dubeux Engenharia S.A (MDNE3) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of R$66.70 versus a price of R$24.90, about +168% (undervalued).
What is the fair value of MDNE3?
Our model-based fair value for Moura Dubeux Engenharia S.A is R$66.70 (as of Jul 16, 2026), built from audited fundamentals. The current price is R$24.90.
What is the quality score of MDNE3?
Moura Dubeux Engenharia S.A has a Quality Score of 54/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Moura Dubeux Engenharia S.A (MDNE3)?
Moura Dubeux Engenharia S.A reported trailing-twelve-month revenue of about R$2.5B (latest available figure, as of Jul 16, 2026).
What is the net profit margin of MDNE3?
The net profit margin of Moura Dubeux Engenharia S.A is about 19.9%, meaning it keeps roughly 19.9% 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.

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