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Nordon Indústrias Metalúrgicas S/A (NORD3) Fair Value & Analysis

Financial Services · BR · Market cap R$12.8M

NI Nordon Indústrias Metalúrgicas S/A NORD3 · SA
PriceR$1.42
Fair ValueR$0.8300
Upside-41.6%
Quality37/100
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Mixed Growth
Thin margins · 0.0% net margin
Negative equity (buybacks among others) · negative free cash flow
Ranks above peers (6/9)
Narrow moat 6/100
Evidence: Low Range R$0.6200 – R$1.04 Share as image

Fair value as of: Jun 23, 2026

From 3 valuation models · updated 48 days ago

Share price −23.2% over the past month.

Below-average quality, and screening another 42% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (R$1.04). The favourable scenario is already priced in.
  • Weak quality (37/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.
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Price vs Fair Value (5 years)

R$26.00 R$1.39 Fair Value R$0.8300 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jun 23, 2026.

How to read this chart

60‑month range R$1.39 – R$26.00 · fair‑value band R$0.6200 – R$1.04 · the R$1.42 price screens above the R$0.8300 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jun 23, 2026.

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Analysis

Nordon Indústrias Metalúrgicas S/A (NORD3) currently trades at R$1.42, while our model-based Fair Value estimate is R$0.8300, implying the stock looks roughly 41.6% overvalued today. The Quality Score stands at 37/100 (below-average quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Trailing-twelve-month revenue stands at R$2.5M. Revenue grew 1.6% year over year. Net debt stands at R$29.9M. Fundamentals as of Jun 23, 2026

Our scenario range runs from R$0.6200 (bear case) to R$1.04 (bull case); at R$1.42, the current price sits above 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. For context, the median of 10 Financial Services peers we cover trades at -61% fair-value upside, at -42%, NORD3 screens cheaper than that median.

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Key figures & financial health

Revenue (TTM) R$2.5M
Revenue growth (YoY) +1.6%
Free cash flow −R$14.9M FY2025
Operating margin -1.8%
EPS (TTM) R$-1.55
Net debt R$29.9M FY2025

Figures from reported company fundamentals · as of Jun 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 35 · Market factors (momentum, volatility) 16

Profitability 6
Margins and returns on capital today
Quality Growth 30
Are margins and returns improving?
Cashflow 37
Earnings quality: real cash, not paper profit
Fin. Strength 0
Balance sheet, leverage, solvency risk
Investment 97
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 3
Price trend over the last 3–12 months (market factor)
52W Momentum 0
Distance to the 52-week high (market factor)
Net Issuance 82
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

Nordon Indústrias Metalúrgicas S/A is involved in the production of capital goods for chemical, petroleum, petrochemical, cryogenic, food and beverage, and cryogenic sectors in Brazil. The company was incorporated in 1956 and is headquartered in Santo André, Brazil.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Nordon Indústrias Metalúrgicas S/A reported revenue of R$2.7M in FY2025 versus R$2.0M in FY2021, a compound +8.4%/yr. Reported net income was −R$12.2M in FY2025.

Growth Quality 28/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
R$2.7M
Latest YoY
+8.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+19.4%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.0%
Avg. growth/yr (25Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.5%
Revenue +8.4%/yr
FY21 R$2.0M
FY22 R$1.6M
FY23 R$2.3M
FY24 R$2.5M
FY25 R$2.7M
Net income
FY21 −R$7.7M
FY22 −R$7.9M
FY23 −R$7.0M
FY24 R$39.7M
FY25 −R$12.2M

NORD3 screens 42% overvalued. Compare with The Coca-Cola Company →

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Cite: Fair Value Calculator (2026). "Nordon Indústrias Metalúrgicas S/A Fair Value". https://www.fairvalue-calculator.com/stock/NORD3

Peer Group

Shell Companies · 70 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 37 · Below median
Fair Value upside −42% · Above median
Return on assets -15% · Below median
Net margin (TTM) 0% · Top 25%
Operating margin (TTM) -2% · Bottom 25%
Revenue growth 2% · Top 25%

Valuation Multiples vs Shell Companies median · lower = cheaper

P/S (TTM) 1.00× · Cheaper than median

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 0 · sector 0
FUTURE 8 · sector 0
PAST 0 · sector 0
HEALTH 100 · sector 100
DIVIDEND 0 · sector 0

VALUE 0: the price sits above our fair-value range.

PAST 0: with negative equity (buybacks among others) return on equity is not meaningfully computable.

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.

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10 more Shell Companies stocks, each showing price versus our Fair Value estimate (as of Jun 23, 2026).

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Frequently asked questions

Is Nordon Indústrias Metalúrgicas S/A (NORD3) overvalued or undervalued?
As of Jun 23, 2026, our model estimates a fair value of R$0.8300 versus a price of R$1.42, about −42% (overvalued).
What is the fair value of NORD3?
Our model-based fair value for Nordon Indústrias Metalúrgicas S/A is R$0.8300 (as of Jun 23, 2026), built from audited fundamentals. The current price is R$1.42.
What is the quality score of NORD3?
Nordon Indústrias Metalúrgicas S/A has a Quality Score of 37/100. 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 Nordon Indústrias Metalúrgicas S/A (NORD3)?
Nordon Indústrias Metalúrgicas S/A reported trailing-twelve-month revenue of about R$2.5M (latest available figure, as of Jun 23, 2026).
What is the net profit margin of NORD3?
The net profit margin of Nordon Indústrias Metalúrgicas S/A is about 0.0%, meaning it keeps roughly 0.0% 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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