1. Brazil Stocks

  2. •

    Consumer Cyclical

  3. •

    Specialty Retail
Americanas S.A.

Americanas S.A.

AMER3.SA
Americanas S.A.BR flagB3 S.A.
3.94
BRL
+0.17
- -
788.97MMarket Cap
Americanas S.A.
AMER3.SA
(B3 S.A.)

Recent

price

3.94

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
3,272.58
2,763.4
2,722.59
3,391.14
2,982.46
3,364.1
2,403.08
1,357.26
1,414.01
1,432.1
1,874.08
3,005.14
2,860.98
1,635.31
135.36
61.45
66.47
Revenue per Share
26.98
-58.22
-96.55
-88.87
-61.16
-156.15
-135.74
-88.84
-86.61
-67.34
-39.01
-832.29
-1,464.78
-251.74
90.02
-1.35
-0.52
Basic EPS, GAAP
17.64
-133.99
-276.4
-242.64
-447.59
-365.18
-348.04
-177.56
11.16
-60.33
-109.96
-557.45
-978.5
-35.23
-40.11
1.78
1.21
Free Cash Flow per Basic Share
9.08
4.04
0.07
- -
- -
- -
- -
- -
- -
- -
- -
- -
36.9
- -
- -
- -
- -
Dividend per Share
147.25
743.01
547.21
459.05
1,148.67
999.75
849.31
832.29
760.64
1,205.25
-760.07
-1,765.49
-2,818.1
-3,069.84
54.76
23.8
22.16
Book Value per Share
-289.71
214.99
-11.2
-396.92
377.58
8.72
53.89
198.34
124.41
580.54
-809.31
-2,099.48
-3,124.25
-3,327.23
45.95
22.91
21.21
Tangible Book Value per Share
1
2
2
2
3
3
4
5
5
5
5
7
9
9
92
200
200
Basic Weighted Avg Shares
4,074
4,232
4,812
6,088
7,964
9,014
8,601
6,286
6,488
6,768
10,124
22,521
25,821
14,759
12,452
12,305
13,311
Sales/Revenue/Turnover
10.08
5.59
3.32
4.48
4.6
4.57
4.2
0.17
-0.35
1.59
2.63
-12.36
-22.28
-18.98
6.55
2.69
0.59
Operating Margin (%)
56
73
94
103
150
240
292
335
435
523
602
1,048
1,608
1,355
888
808
775
Depreciation Expense
34
-89
-171
-160
-163
-418
-486
-411
-397
-318
-211
-6,237
-13,220
-2,272
8,281
-271
-104
Net Income, GAAP
32.69
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
35.14
41.32
27.27
Effective Tax Rate (%)
0.82
-2.11
-3.55
-2.62
-2.05
-4.64
-5.65
-6.55
-6.13
-4.7
-2.08
-27.7
-51.2
-15.39
66.5
-2.2
-0.78
Profit Margin (%)
924
1,401
1,489
1,586
921
1,968
1,817
3,262
3,823
4,584
-4,815
-21,476
-33,203
-38,548
2,696
3,107
2,782
Working Capital
1,535
1,466
2,142
3,074
1,335
3,619
3,739
4,678
6,121
5,322
148
5,851
5,621
4,514
5,468
5,213
5,233
LT Debt
226
1,139
969
830
3,079
2,706
3,078
3,906
3,537
5,734
-4,207
-12,331
-26,670
-28,850
4,970
4,759
4,430
Total Equity
14.04
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
8.44
1.75
0.53
Return on Invested Capital (%)
18.67
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
178.48
2.28
5.11
Return on Capital (%)
17.12
-13.5
-16.21
-17.81
-8.39
-14.56
-16.99
-11.94
-10.82
-6.93
- -
- -
- -
- -
- -
-5.53
-2.32
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
361
365
361
LT Borrowings
1,907
1,995
2,069
LT Finance Leases
3,254
3,218
3,164
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
200
200
200
Market Capitalization
1,223
1,027
1,037

Working Capital

FRC

•

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
7,514
7,771
7,757
Cash, Cash Equivalents & STI
575
1,054
550
Accounts Receivable, Net
764
1,467
1,201
Inventories
2,355
1,850
2,696
Total Current Liabilities
4,603
4,664
4,975
Payables & Accruals
- -
- -
- -
ST Debt
361
365
361
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
11.6%
39.22%
-4.25%
Free Cash Flow
90.75%
313.79%
-109.65%
Net Income, GAAP
226.46%
464.18%
-103.27%
Sales/Revenue/Turnover
10.31%
15.49%
-1.18%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
3,702
3,081
2,717
4,369
12,452
2025
2,568
3,843
2,690
3,690
12,305
2026
3,088
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
50.19
-206.64
69.1
- -
90.02
2025
-2.48
-0.49
1.83
-0.22
-1.35
2026
-1.64
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
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Business
Americanas S.A. (AMER3.SA) operates as a leading Brazilian multichannel retailer focused on e-commerce and physical stores, offering a broad ecosystem of digital platforms, brands, and services across consumer goods, fashion, home decor, financial solutions, and fresh produce. Founded in 1929 and headquartered in Rio de Janeiro, the company conducts operations nationwide through over 1,700 physical stores and a robust online presence, serving millions of active customers with products including electronics, home appliances, books, games, clothing, and design items via core platforms such as Americanas.com, an omnibus online store; Ame Digital, a fintech providing digital accounts, bill payments, credit solutions, and non-financial services; Puket, a fashion and lifestyle clothing platform; MinD, a home decoration and design brand; Imaginarium, a fun design retailer; Lovebrands, aggregating innovative multi-brand offerings; Shoptime and Submarino, specializing in entertainment, technology, and books; Skoob, a social reading network; and Hortifruti Natural da Terra, a chain focused on fruits, vegetables, and fresh goods; complemented by logistics, advertising, fulfillment, and marketplace services. In recent developments, Americanas advances operational efficiency through a 2025 partnership with RELEX Solutions for AI-driven forecasting, replenishment, and supply chain optimization across 1,600 stores and eight distribution centers; launches the Cliente A loyalty program, issuing over 400,000 cards; appoints Fernando Soares as CEO in October 2025 to integrate physical, digital, and services ecosystems; expands category offerings in home and personal care alongside financial services rollout; and in 2024 completes a BRL 110 million acquisition of a 30% stake in Uni.Co Comércio S/A while pursuing recovery from prior judicial reorganization stemming from 2023 accounting issues.