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Triunfo Participações e Investimentos S.A (TPIS3) Fair Value & Analysis

Industrials · BR · Market cap R$409M

TP Triunfo Participações e Investimentos S.A TPIS3 · SA
PriceR$9.30
Fair ValueR$16.36
Upside+75.9%
Quality53/100
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Evidence: Medium Range R$3.27 – R$29.49 📤 Share as image

Fair value as of: Jul 20, 2026

From 9 valuation models · updated yesterday

Fair value updated Jul 20, 2026, revised from R$53.24 to R$16.36 (−69.3%) since Jun 24, 2026. Share price −12.8% over the past month.

Price vs Fair Value (12 months)

R$11.32 R$3.19 Fair Value R$16.36 Jul 2025 Jul 2026

12‑month range R$3.19 – R$11.32 · fair‑value band R$3.27 – R$29.49 · the R$9.30 price screens below the R$16.36 fair value. As of Jul 20, 2026.

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Analysis

Triunfo Participações e Investimentos S.A (TPIS3) currently trades at R$9.30, while our model-based Fair Value estimate is R$16.36, implying the stock looks roughly 75.9% undervalued today. We read business quality at 53/100 (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: medium), always confirm before acting.

Over the trailing twelve months, Triunfo Participações e Investimentos S.A generated revenue of R$985M at a net margin of -39.3%. Revenue declined 54.7% year over year. It earns a return on equity of -65.4%. Net debt stands at R$1.2B. Fundamentals as of Jul 20, 2026

Our scenario range runs from R$3.27 (bear case) to R$29.49 (bull case); at R$9.30, the current price sits within that range. The share trades about 19% below its 52-week high and 194% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at 49% fair-value upside, at 76%, TPIS3 screens cheaper than that median.

Key figures & financial health

Revenue (TTM) R$985M
Revenue growth (YoY) -35.8%
Net margin -39.3%
Return on equity -66.2%
Free cash flow R$391M FY2025
Operating margin 5.6%
More key figures
EPS (TTM) R$-10.06
Dividend yield 5.9%
EPS growth (YoY) -86.3%
Net debt R$1.2B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 20, 2026. TTM = trailing twelve months.

About the company

Triunfo Participações e Investimentos S.A. engages in the infrastructure business in Brazil. It operates through Toll Roads, Energy, Logistic, Holding, and Other segments. The company is involved in the recovery, reinforcement, monitoring, improvement, maintenance, conservation, and operation of the toll road; operation of highways; and airport management. It also engages in the operation and maintenance of hydro power plants; toll cards and post-paid cards. The company was incorporated in 1999 and is headquartered in São Paulo, Brazil. Triunfo Participações e Investimentos S.A. is a subsidiary of THP - Triunfo Holding de Participações S.A.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Triunfo Participações e Investimentos S.A reported revenue of R$1.1B in FY2025 versus R$1.0B in FY2021, a compound +0.2%/yr. Reported net income was −R$386M in FY2025.

Revenue +0.2%/yr
FY21 R$1.0B
FY22 R$1.1B
FY23 R$1.0B
FY24 R$1.3B
FY25 R$1.1B
Net income
FY21 R$5.0M
FY22 R$6.3M
FY23 −R$8.0M
FY24 R$35.6M
FY25 −R$386M

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Cite: Fair Value Calculator (2026). "Triunfo Participações e Investimentos S.A Fair Value". https://www.fairvalue-calculator.com/stock/TPIS3

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Frequently asked questions

Is Triunfo Participações e Investimentos S.A (TPIS3) undervalued?
As of Jul 20, 2026, our model estimates a fair value of R$16.36 versus a price of R$9.30, about +76% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TPIS3?
Our model-based fair value for Triunfo Participações e Investimentos S.A is R$16.36 (as of Jul 20, 2026), built from audited fundamentals. The current price is R$9.30.
What is the quality score of TPIS3?
Triunfo Participações e Investimentos S.A has a Quality Score of 53/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Triunfo Participações e Investimentos S.A (TPIS3)?
Triunfo Participações e Investimentos S.A reported trailing-twelve-month revenue of about R$985M (latest available figure, as of Jul 20, 2026).
What is the net profit margin of TPIS3?
The net profit margin of Triunfo Participações e Investimentos S.A is about -39.3%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does Triunfo Participações e Investimentos S.A pay a dividend?
Triunfo Participações e Investimentos S.A currently shows a dividend yield of about 5.79% relative to its recent price (as of Jul 20, 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.

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