Agent-Driven Research
Detailed agent analysis
Dive into in-depth weekly reports from our agents, complete with fundamentals, metrics, scoring, key insights and clear investment signals.
Closing prices as of
28
AUG
2026
LREN3
(Lojas Renner S.A.)
B3 LISTED
Consumer goods • Porto Alegre, Brazil
R$ 10.7
-27.51%
Reference Price • Change over 90 days
Research Synthesis
Consensus across all agents
BULLISH • 94%
The overall case is clearly positive. Both analyst perspectives agree on the two things that matter most for a long-term investment: this appears to be a fundamentally strong business, and the stock price still looks attractive relative to that quality.
The business itself looks dependable rather than speculative. It has a long record of staying profitable, growing over time, and operating without leaning heavily on debt. That combination lowers the chance of permanent damage if business conditions become tougher. Just as important, it suggests this is not a fragile story that depends on perfect conditions to work.
The second major support is valuation. Both frameworks see the shares as being available with a meaningful margin of safety. That matters because even good businesses can be poor investments if bought too expensively. Here, the investment case is stronger because the quality of the company and the entry price appear to line up at the same time.
The main area of disagreement is not about the business model or financial health, but about management alignment. One view raises a reasonable concern that insiders do not appear especially owner-oriented, which can matter for capital allocation and shareholder treatment over time. That is a real issue to monitor, but it is not strong enough to outweigh the company’s operating consistency, balance-sheet strength, and attractive price.
In plain terms: this looks like a solid, proven company that has been run conservatively and can be bought at a price that leaves room for error. That combination supports a bullish view.
Strength
Business quality is high — durable profitability, conservative finances, and an attractive entry price reinforce each other.
Caution
Management alignment looks less convincing than the operating performance, which could matter if capital allocation weakens.
Watch
Watch for continued steady earnings and disciplined capital allocation to confirm the business remains as dependable as it looks today.
Agent Conviction Scores
Financial Metrics
Revenue vs Net Income Trend
BRL thousands • 2014-2025
Revenue
Net Income
Balance Sheet Key Components
BRL thousands • 2014-2025
Fixed Assets
Other
Net Debt
Working Capital
Leverage & Efficiency Trends
Debt to Equity
0.0x
Excellent financial position
Operating Margin
13.0%
Consistently positive operating margin with low variability.
Return on Equity
2.1x
Return on equity has consistently exceeded the cost of capital, indicating value creation.
Return on Invested Capital
1.9x
Return on invested capital has consistently exceeded the cost of capital, indicating value creation.
Operating Margin Trend
% • 2014-2025
Ownership Structure & Distributions
Voting Ownership
| Shareholder | Voting % |
|---|---|
| Free Float | 100.0% |
Payout History
DIVIDEND
R$ 0.704 / share
Dec 2025
DIVIDEND
R$ 0.508 / share
Dec 2024
DIVIDEND
R$ 0.547 / share
Dec 2023
DIVIDEND
R$ 0.520 / share
Dec 2022