Obermatt

Direcional Engenharia

SAO:DIRR3 · BRDIRRACNOR0
Household DurablesMedium

360

99
EV / EBIT89
Price / Owner Earnings58
Owner Earnings Yield81
Dividend Yield100
Price/Sales59
EV / Gross Profit34
Price/Book23
Return on Capital94
Cash Return on Capital98
Return on Equity98
EBIT Margin93
Gross Profitability26
Cash Conversion28
Accruals46
Owner Earnings Margin94
Sales growth89
Profit Growth49
Long-Term EPS Growth65
Owner Earnings Growth80
Reinvestment66
Price momentum45
Debt load19
Refinancing88
Debt Payback49
Liquidity59
Analyst ratings73
Opinion Changes69
Price Target Upside85
Market mood89
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Direcional Engenharia generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryBrazil
IndustryHousehold Durables
SizeMedium
TypePublic Company
ExchangeBOVESPA
Founded2013
Employees3,675
ISINBRDIRRACNOR0
Last UpdateApr 2, 2026
Themes
ConstructionReal EstateReal Estate Investment

Description

Analysis

Quality compounder

Direcional Engenharia S.A. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -5% a year, against analyst forecasts of 7%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is adequate. The company scores 20/20 on our value-creation score: strong value creator. Analysts lean positive.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
98
2026

All-time high

98

Jun 2026

All-time low

77

Mar 2026

Average rank

88

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
59
Price/Earnings
80
Price/Book
23
Dividend Yield
100
Value (overall)
82

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →