Vibra Energia (VBBR3) Stock Overview
Manufactures, processes, distributes, trades in, transports, imports, and exports oil-based products, lubricants, and other fuels. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
VBBR3 Community Fair Values
Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Vibra Energia S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R$32.82 |
| 52 Week High | R$34.20 |
| 52 Week Low | R$16.60 |
| Beta | 0.23 |
| 1 Month Change | 4.22% |
| 3 Month Change | 10.17% |
| 1 Year Change | 87.99% |
| 3 Year Change | 144.80% |
| 5 Year Change | 46.96% |
| Change since IPO | 119.71% |
Recent News & Updates
VBBR3: Temporary Tax Tailwinds Will Eventually Constrain Future Upside Potential
Analysts now put Vibra Energia's fair value at R$27.50, up from R$25.40, citing updated views on Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies that they see as supportive for fuel retailers in the near term. Analyst Commentary Street research around Vibra Energia has recently centered on how Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies may affect earnings visibility and valuation for fuel retailers.
VBBR3: Fair Value Will Reflect Policy Shifts And Earnings Resilience
Analysts have lifted their price target on Vibra Energia from R$24.51 to R$33.79, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent sector wide upgrades and policy changes in Brazil's fuel market. Analyst Commentary Recent research opinions on Vibra Energia reflect a mix of optimism around near term earnings support and caution around policy risk and sector volatility.
VBBR3: Tax Shift And Jefferies Upgrade Will Support Stronger Bullish Re Rating
Analysts have lifted their price target for Vibra Energia to R$38 from R$36.20, citing updated fair value estimates and recent upgrades that reflect changing views on Brazilian fuel retailers following government tax and subsidy measures. Analyst Commentary Recent Street research highlights a more constructive tone around Vibra Energia after the Brazilian government announced a temporary 12% oil export tax, alongside cuts in fuel taxes and diesel subsidies intended to contain the inflationary impact of the Iran war.VBBR3: Tax Policy Tailwinds Will Still Offer Limited Long Term Upside
Analysts have raised their fair value estimate for Vibra Energia from R$23.54 to R$25.40, citing recent upgrades and higher price targets driven by improved sentiment toward Brazilian fuel retailers following government tax and subsidy changes. Analyst Commentary Recent Street research points to a more constructive stance on Vibra Energia, helped by policy moves around oil export taxes, fuel taxes, and diesel subsidies.Recent updates
VBBR3: Temporary Tax Tailwinds Will Eventually Constrain Future Upside Potential
Analysts now put Vibra Energia's fair value at R$27.50, up from R$25.40, citing updated views on Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies that they see as supportive for fuel retailers in the near term. Analyst Commentary Street research around Vibra Energia has recently centered on how Brazil's temporary 12% oil export tax, fuel tax cuts, and diesel subsidies may affect earnings visibility and valuation for fuel retailers.VBBR3: Fair Value Will Reflect Policy Shifts And Earnings Resilience
Analysts have lifted their price target on Vibra Energia from R$24.51 to R$33.79, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E following recent sector wide upgrades and policy changes in Brazil's fuel market. Analyst Commentary Recent research opinions on Vibra Energia reflect a mix of optimism around near term earnings support and caution around policy risk and sector volatility.VBBR3: Tax Shift And Jefferies Upgrade Will Support Stronger Bullish Re Rating
Analysts have lifted their price target for Vibra Energia to R$38 from R$36.20, citing updated fair value estimates and recent upgrades that reflect changing views on Brazilian fuel retailers following government tax and subsidy measures. Analyst Commentary Recent Street research highlights a more constructive tone around Vibra Energia after the Brazilian government announced a temporary 12% oil export tax, alongside cuts in fuel taxes and diesel subsidies intended to contain the inflationary impact of the Iran war.VBBR3: Tax Policy Tailwinds Will Still Offer Limited Long Term Upside
Analysts have raised their fair value estimate for Vibra Energia from R$23.54 to R$25.40, citing recent upgrades and higher price targets driven by improved sentiment toward Brazilian fuel retailers following government tax and subsidy changes. Analyst Commentary Recent Street research points to a more constructive stance on Vibra Energia, helped by policy moves around oil export taxes, fuel taxes, and diesel subsidies.VBBR3: Higher Discounted Fair Value Will Still Signal Limited Upside
Analysts have raised their price target for Vibra Energia slightly to about R$23.54, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples following recent research, including the latest upgrade from a major global bank. Analyst Commentary Recent research on Vibra Energia has centered on updated assumptions for discount rates, revenue trajectories, profit margins and future P/E levels, including the latest upgrade from Goldman Sachs.VBBR3: Goldman Upgrade And Refined Assumptions Will Support Stronger Bullish Re Rating
Narrative Update: Vibra Energia Analyst Price Target Shift Analysts have nudged their fair value estimate for Vibra Energia to R$36.20 from R$36.00, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent Street research includes an upgrade from Goldman Sachs, which adds to a generally constructive tone around Vibra Energia.VBBR3: Higher Future P/E Assumptions Will Support Stronger Bullish Re Rating
Analysts have kept their fair value estimate for Vibra Energia steady at R$36.00, with a slightly lower discount rate and small adjustments to revenue growth, profit margin and future P/E assumptions guiding the updated price target narrative. What's in the News Vibra Energia has a planned stock split or significant stock dividend at a 1.07110235-for-1 ratio scheduled for November 26, 2025 (Key Developments).Vibra Energia S.A.'s (BVMF:VBBR3) Business Is Trailing The Industry But Its Shares Aren't
Jan 30
VBBR3: Higher Future P/E Assumptions Will Support Stronger Bullish Re Rating
Analysts have nudged their price target for Vibra Energia up from R$35.00 to R$36.00, reflecting refreshed assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News Vibra Energia has a stock split or significant stock dividend planned at a ratio of 1.07110235 to 1 for holders, scheduled for Nov-26-2025 (Key Developments).VBBR3: Lower Future P/E Will Signal Downside Risk Despite Stock Split
Analysts have raised their price target on Vibra Energia to R$23.25 from R$20.74, citing updated assumptions for revenue growth, profit margins and a lower future P/E multiple as the main drivers of the revision. What's in the News Vibra Energia plans a stock split or significant stock dividend with a ratio of 1.07110235 to 1, scheduled for November 26, 2025 (Key Developments).VBBR3: Future Margin Expansion Will Drive Stronger Bullish Re-Rating
Analysts have raised their price target for Vibra Energia from R$30.00 to R$35.00, citing expectations for faster revenue growth, improving profit margins, a slightly lower perceived risk profile, and a more attractive future price to earnings multiple. What's in the News Vibra Energia has announced a stock split or significant stock dividend at a ratio of 1.07110235 to 1, effective November 26, 2025 (Key Developments).Vibra Energia (BVMF:VBBR3) Takes On Some Risk With Its Use Of Debt
Dec 19VBBR3: Fair Value Will Hold As Margins And Payout Adjustments Evolve
Analysts have lowered their price target on Vibra Energia from R$27.59 to R$24.51, citing slightly softer expectations for revenue growth, profit margins and future valuation multiples. What's in the News Vibra Energia has announced a stock split or significant stock dividend at a ratio of 1.07110235 to 1, scheduled for November 26, 2025 (Key Developments) The company has scheduled an Analyst and Investor Day event, providing an opportunity to update the market on its strategy and outlook (Key Developments) Valuation Changes Fair Value Estimate has fallen moderately, from R$27.59 to R$24.51 per share, implying a lower target valuation.VBBR3: Fair Value Will Remain Steady With Higher Profit Margins Ahead
Analysts have raised their price target for Vibra Energia from R$27.33 to R$27.59. They cite stronger revenue growth expectations and improved profit margins as the reasons behind the modest upward revision.VBBR3: Fair Value Will Remain Steady With Higher Profit Margins Ahead
Analysts have slightly lowered their price target for Vibra Energia, reflecting updated estimates for revenue growth and profitability. The new fair value remains steady at R$27.33 per share, despite modest adjustments in financial assumptions.Analysts Lift Vibra Energia Price Target as Valuation Adjusts After Investor Day
Analysts have raised their price target for Vibra Energia from R$26.73 to R$27.33. This reflects modest adjustments in forecasted growth and valuation metrics.Brazil Ethanol Expansion Will Advance Amid Decarbonization Challenges
Vibra Energia's net profit margin has improved and its future P/E has declined, supporting a marginal increase in the consensus analyst price target to R$26.73. Valuation Changes Summary of Valuation Changes for Vibra Energia The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from R$26.46 to R$26.73.
New Service Stations And BR Mania Stores Will Expand Market Presence But High Leverage May Strain Future Operations
Expansion into new markets and improved reseller relationships are expected to enhance revenue, net margins, and competitiveness.Shareholder Returns
| VBBR3 | BR Specialty Retail | BR Market | |
|---|---|---|---|
| 7D | -0.4% | -0.6% | -1.6% |
| 1Y | 88.0% | 18.8% | 24.0% |
Return vs Industry: VBBR3 exceeded the BR Specialty Retail industry which returned 16.4% over the past year.
Return vs Market: VBBR3 exceeded the BR Market which returned 23.7% over the past year.
Price Volatility
| VBBR3 volatility | |
|---|---|
| VBBR3 Average Weekly Movement | 4.7% |
| Specialty Retail Industry Average Movement | 6.1% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in BR Market | 8.2% |
| 10% least volatile stocks in BR Market | 1.7% |
Stable Share Price: VBBR3 has not had significant price volatility in the past 3 months compared to the BR market.
Volatility Over Time: VBBR3's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 3,785 | Ernesto Pousada | www.vibraenergia.com.br |
Vibra Energia S.A. manufactures, processes, distributes, trades in, transports, imports, and exports oil-based products, lubricants, and other fuels. It operates in Gas Station Network, B2B, and Renewable segments. The company markets petroleum-derived fuels, lubricants, vehicular natural gas, biofuels, and convenience products.
Vibra Energia S.A. Fundamentals Summary
| VBBR3 fundamental statistics | |
|---|---|
| Market cap | R$39.14b |
| Earnings (TTM) | R$2.00b |
| Revenue (TTM) | R$189.08b |
19.5x
P/E Ratio0.2x
P/S RatioIs VBBR3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VBBR3 income statement (TTM) | |
|---|---|
| Revenue | R$189.08b |
| Cost of Revenue | R$179.86b |
| Gross Profit | R$9.22b |
| Other Expenses | R$7.21b |
| Earnings | R$2.00b |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.68 |
| Gross Margin | 4.88% |
| Net Profit Margin | 1.06% |
| Debt/Equity Ratio | 107.8% |
How did VBBR3 perform over the long term?
See historical performance and comparisonDividends
4.5%
Current Dividend Yield88%
Payout RatioDoes VBBR3 pay a reliable dividends?
See VBBR3 dividend history and benchmarks| Vibra Energia dividend dates | |
|---|---|
| Ex Dividend Date | Nov 26 2025 |
| Dividend Pay Date | Dec 16 2026 |
| Days until Ex dividend | 161 days |
| Days until Dividend pay date | 224 days |
Does VBBR3 pay a reliable dividends?
See VBBR3 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 16:23 |
| End of Day Share Price | 2026/05/04 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Vibra Energia S.A. is covered by 24 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Cobucci | BB Banco de Investimento S.A. |
| Leonardo Marcondes | BofA Global Research |
| Vicente Falanga Neto | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |