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MRS Logística S.A (MRSA3B) Fair Value & Analysis

Industrials · BR · Market cap R$14.4B

ML MRS Logística S.A MRSA3B · SA
PriceR$41.60
Fair ValueR$67.94
Upside+63.3%
Quality54/100
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Evidence: High Range R$32.91 – R$116.81

Fair value as of: Jul 5, 2026

From 25 valuation models · updated today

Fair value updated Jul 5, 2026 — revised from R$125.32 to R$67.94 (−45.8%) since Jun 24, 2026. Share price −3.2% over the past month.

Price vs Fair Value (12 months)

R$48.75 R$24.41 Fair Value R$67.94 Jul 2025 Jul 2026

12‑month range R$24.41 – R$48.75 · fair‑value band R$32.91 – R$116.81 · the R$41.60 price screens below the R$67.94 fair value. As of Jul 5, 2026.

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Analysis

MRS Logística S.A (MRSA3B) currently trades at R$41.60, while our model-based Fair Value estimate is R$67.94 — implying the stock looks roughly 63.3% undervalued today. We read business quality at 54/100 (solid quality), in the Industrials 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, MRS Logística S.A generated revenue of R$7.6B at a net margin of 17.8%. Revenue declined 0.1% year over year. It earns a return on equity of 16.4%. Net debt stands at R$7.8B. Fundamentals as of Jul 5, 2026

Our scenario range runs from R$32.91 (bear case) to R$116.81 (bull case); at R$41.60, the current price sits within that range. The share trades about 15% below its 52-week high and 70% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -28% fair-value upside — at 63%, MRSA3B screens cheaper than that median.

Key figures & financial health

Revenue (TTM) R$7.6B
Revenue growth (YoY) -0.1%
Net margin 17.8%
Return on equity 16.4%
Free cash flow R$641M FY2025
P/E ratio 11.1
More key figures
Operating margin 34.0%
EPS (TTM) R$3.82
Dividend yield 2.5%
EPS growth (YoY) -72.3%
Net debt R$7.8B FY2025

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

About the company

MRS Logística S.A. is a logistics operator that manages a railway network in Brazil. The company manages a railway network of 1,643 km in the states of Minas Gerais, Rio de Janeiro, and São Paulo. It transports containers; cement; bauxite; agricultural commodities, such as corn, sugar, soybeans, and soybean meal; and steel products, including iron ore, coal, and coke. The company was incorporated in 1996 and is based in Rio de Janeiro, Brazil.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MRS Logística S.A reported revenue of R$7.6B in FY2025 versus R$4.4B in FY2021, a compound +14.4%/yr. Reported net income was R$1.6B in FY2025, compounding +22.1%/yr from FY2021.

Revenue +14.4%/yr
FY21 R$4.4B
FY22 R$5.6B
FY23 R$6.4B
FY24 R$7.0B
FY25 R$7.6B
Net income +22.1%/yr
FY21 R$700M
FY22 R$874M
FY23 R$1.2B
FY24 R$1.4B
FY25 R$1.6B

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Cite: Fair Value Calculator (2026). "MRS Logística S.A Fair Value". https://www.fairvalue-calculator.com/stock/MRSA3B

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Frequently asked questions

Is MRS Logística S.A (MRSA3B) undervalued?
As of Jul 5, 2026, our model estimates a fair value of R$67.94 versus a price of R$41.60 — about +63% (undervalued). Model-based estimate, not financial advice.
What is the fair value of MRSA3B?
Our model-based fair value for MRS Logística S.A is R$67.94 (as of Jul 5, 2026), built from audited fundamentals. The current price is R$41.60.
What is the quality score of MRSA3B?
MRS Logística S.A has a Quality Score of 54/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of MRS Logística S.A (MRSA3B)?
MRS Logística S.A reported trailing-twelve-month revenue of about R$7.6B (latest available figure, as of Jul 5, 2026).
What is the net profit margin of MRSA3B?
The net profit margin of MRS Logística S.A is about 17.8%, meaning it keeps roughly 17.8% of revenue as net income. Based on the latest reported figures.
Does MRS Logística S.A pay a dividend?
MRS Logística S.A currently shows a dividend yield of about 2.54% relative to its recent price (as of Jul 5, 2026).

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.