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Renova Energia S.A (RNEW3) Fair Value & Analysis

Utilities · BR · Market cap R$343M

RE Renova Energia S.A RNEW3 · SA
PriceR$0.8000
Fair ValueR$0.6800
Upside-15.0%
Quality28/100
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Evidence: Low Range R$0.1360 – R$1.26

Fair value as of: Jul 5, 2026

From 2 valuation models · updated today

Fair value updated Jul 5, 2026 — revised from R$6.89 to R$0.6800 (−90.1%) since Jun 24, 2026. Share price −15.8% over the past month.

Price vs Fair Value (12 months)

R$1.42 R$0.7800 Fair Value R$0.6800 Jul 2025 Jul 2026

12‑month range R$0.7800 – R$1.42 · fair‑value band R$0.1360 – R$1.26 · the R$0.8000 price screens above the R$0.6800 fair value. As of Jul 5, 2026.

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Analysis

Renova Energia S.A (RNEW3) currently trades at R$0.8000, while our model-based Fair Value estimate is R$0.6800 — implying the stock looks roughly 15.0% overvalued today. We read business quality at 28/100 (below-average quality), in the Utilities 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).

Over the trailing twelve months, Renova Energia S.A generated revenue of R$545M at a net margin of -26.0%. Revenue grew 35.3% year over year. It earns a return on equity of -14.8%. Net debt stands at R$702M. Fundamentals as of Jul 5, 2026

Our scenario range runs from R$0.1360 (bear case) to R$1.26 (bull case); at R$0.8000, the current price sits within that range. The share trades about 48% below its 52-week high, currently below its 200-day average. For context, the median of 10 Utilities peers we cover trades at -24% fair-value upside — at -15%, RNEW3 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) R$545M
Revenue growth (YoY) +35.3%
Net margin -26.0%
Return on equity -14.8%
Free cash flow −R$75.5M FY2025
Operating margin 0.4%
More key figures
EPS (TTM) R$-0.3800
EPS growth (YoY) -71.6%
Net debt R$702M FY2025

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

About the company

Renova Energia S.A. operates as a renewable energy generation company in Brazil. The company operates through Wind, Solar, and Commercialization segments. It generates electricity through wind and solar plants. The company's portfolio includes wind, solar, hybrid, storage, and new technology projects. Renova Energia S.A. was founded in 2001 and is based in São Paulo, Brazil.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Renova Energia S.A reported revenue of R$515M in FY2025 versus R$93.8M in FY2021, a compound +53.1%/yr. Reported net income was −R$162M in FY2025.

Revenue +53.1%/yr
FY21 R$93.8M
FY22 R$206M
FY23 R$228M
FY24 R$259M
FY25 R$515M
Net income
FY21 R$30.7M
FY22 R$777M
FY23 −R$9.2M
FY24 −R$117M
FY25 −R$162M

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Cite: Fair Value Calculator (2026). "Renova Energia S.A Fair Value". https://www.fairvalue-calculator.com/stock/RNEW3

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10 more Utilities - Renewable stocks, each showing price versus our Fair Value estimate (as of Jul 5, 2026).

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Huaneng Lancang River Hydropower Inc 600025 ¥9.73 ¥2.95 -70%
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AXIA Energia SA AXIAP $10.74 $9.77 -9%
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BEPUN BEPUN C$49.26 C$43.64 -11%
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BEP BEP $35.74 $27.28 -24%
Fortum Oyj FOJCF $22.79 $15.78 -31%

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Frequently asked questions

Is Renova Energia S.A (RNEW3) undervalued?
As of Jul 5, 2026, our model estimates a fair value of R$0.6800 versus a price of R$0.8000 — about −15% (overvalued). Model-based estimate, not financial advice.
What is the fair value of RNEW3?
Our model-based fair value for Renova Energia S.A is R$0.6800 (as of Jul 5, 2026), built from audited fundamentals. The current price is R$0.8000.
What is the quality score of RNEW3?
Renova Energia S.A has a Quality Score of 28/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Renova Energia S.A (RNEW3)?
Renova Energia S.A reported trailing-twelve-month revenue of about R$545M (latest available figure, as of Jul 5, 2026).
What is the net profit margin of RNEW3?
The net profit margin of Renova Energia S.A is about -26.0%, meaning it is currently running at a net loss. 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.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.