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Sendas Distribuidora S.A. Sponsored ADR ASAIY

Consumer Defensive — Grocery Stores

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Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership
4.48%

Capital & Financial Ratios

Market Cap
1,260.00
Revenue
14,659.09
Net Income
188.82
Free Cash Flow
859.22
Net Debt
4,354.59
Current Ratio
1.12
Debt/Equity
4.17
P/E ratio
17.17
P/S ratio
0.18
P/B ratio
2.13
Past 5Y EPS Growth
(20.91%)
This Y EPS Growth
(1.06%)
Next Y EPS Growth
16.85%
Next 5Y EPS Growth
23.98%
in millions of $

Dividends

Payout Ratio
0.13
Annual Dividend Rate
0.09
Annual Dividend Yield
0.70%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 0.12
—
2025 0.17
—
—
2024 ‡‡‡‡‡
2023 0.05
—
2022 0.16
—
—
2021 0.11
—
—
2020 ‡‡‡‡‡
2019 ‡‡‡‡‡
2018 ‡‡‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,103.05 1,060.67 1,049.71 886.20
Receivables 489.73 649.09 771.20 921.03
Inventory 1,334.80 1,321.35 1,343.97 1,558.07
Other — — 3.22 3.56
2,927.59 3,049.46 3,187.98 3,411.00
2023 2024 2025 Q'26
Payables 2,425.63 2,159.35 2,225.68 2,124.85
ST’ Debt 423.63 386.37 307.87 430.63
Other — 23.92 22.03 0.20
3,289.93 3,024.25 3,011.93 3,037.77
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow — ‡‡‡‡‡ ‡‡‡‡‡
Earnings — ‡‡‡‡‡ ‡‡‡‡‡
Book Value — ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 3,539.36 3,794.73 — —
—
’25 3,166.83 3,353.85 3,480.32 3,844.68
13,845.68
’24 3,477.12 3,424.08 3,346.91 3,437.93
13,686.04
’23 2,905.98 3,228.77 3,482.01 3,703.79
13,320.55
’22 2,393.93 2,546.17 2,639.15 3,015.88
10,560.52
’21 1,643.13 1,897.25 2,075.73 2,074.69
7,763.70
’20 2,487.12 2,468.50 2,574.56 —
6,992.34
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (76.15) 292.26 — —
—
’25 67.60 176.33 299.53 468.28
1,011.74
’24 92.27 12.92 222.78 586.43
914.39
’23 4.62 527.45 163.43 498.89
1,194.39
’22 169.46 249.12 304.96 355.95
996.39
’21 (38.09) 93.64 121.11 386.00
606.30
’20 (367.50) 187.36 43.46 678.61
678.61
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (101.03) 271.62 — —
—
’25 15.02 142.24 258.59 430.04
845.89
’24 8.28 (69.59) 168.41 494.71
601.81
’23 (98.17) 352.49 (66.93) 352.82
540.21
’22 169.46 (282.85) 135.75 355.95
190.60
’21 (38.09) (49.28) (0.87) 386.00
73.93
’20 (367.50) 187.36 43.46 492.76
476.85
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.07 0.14 0.10 —
—
’24 0.05 0.09 0.10 0.27
0.53
’23 0.05 0.12 0.14 0.22
0.53
’22 0.03 0.05 0.20 0.06
0.87
’21 0.03 0.21 0.60 0.07
1.10
’20 0.00 0.00 0.06 —
0.20
’19 — — 0.57 0.26
0.20

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡

Recommendation Rating

2
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — ‡‡‡‡‡ 9.73 10.44 4.06 4.07 — — —
Low Price
— — — — — ‡‡‡‡‡ 20.53 20.98 15.25 10.67 — — —
High Price
— — — — ‡‡‡‡‡ ‡‡‡‡‡ 73,898 77,370 86,749 92,878 — — —
Employees
— ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.14 0.17 0.16 0.15 — — —
Revenue/Emp
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10,560.52 13,320.55 13,686.04 13,845.68 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.44% 16.27% 16.56% 16.87% — — —
Gross Margin
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 258.59 110.97 173.35 41.91 — — —
EBT
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.45% 0.83% 1.27% 0.30% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
— ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 236.31 142.21 142.57 89.01 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 191.76 295.64 304.06 314.32 — — —
Depreciation
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 39.17 49.34 50.65 51.43 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 0.88 0.53 0.53 — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.70 4.42 3.38 3.76 ‡‡‡‡‡ — —
Cash Flow/Sh
— ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.99) (2.42) (1.16) (0.62) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.71 2.00 2.23 3.14 — — —
Free CF/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.80 3.43 3.61 3.70 ‡‡‡‡‡ — —
Book Value/Sh
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 269.60 270.00 270.20 269.20 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 50.42 24.91 8.76 11.62 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.43 0.27 0.09 0.13 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.20 3.84 1.24 1.82 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.70 0.54 0.36 0.40 ‡‡‡‡ ‡‡‡ ‡‡‡‡
EV/Sales
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 65.45 13.39 8.19 6.48 — — —
EV/FCF
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 996.39 1,194.39 914.39 1,011.74 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (805.79) (654.18) (312.58) (165.85) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 190.60 540.21 601.81 845.89 — — —
FCF
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (433.31) (362.34) 25.21 176.06 — — —
Working Cap'
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,973.95 4,774.35 4,782.76 4,713.20 — — —
Total Debt
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,837.12 3,671.30 3,722.09 3,663.49 — — —
Net Debt
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 754.66 927.39 974.28 994.72 — — —
Sh' Equity
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.91% 1.72% 1.67% 1.05% — — —
ROA
— ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.61% 8.94% 9.48% 8.71% — — —
ROIC
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 37.30% 16.91% 14.99% 9.04% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Sendas Distribuidora S.A. (ASAIY), Brazil’s Assaí Atacadista, stands out as a hyper-growth wholesale retailer that’s aggressively expanded amid economic volatility, with revenue surging 144% from 2017 to 2024 through over 300 store openings and a tripling of its workforce. Yet, the stock trades as a beaten-down value play—8% above the lowest analyst target but 16% below average and 43% below the high—after cratering from 2022 peaks due to a revenue slowdown and profitability squeezes, including an 81% drop in EBT margins to 1.27% amid inflation, competition, and rising debt.

Despite margin pressures and a heavy debt load (net debt up 137%), Assaí’s fundamentals flash resilience: free cash flow exploded 714% to 602 million BRL in 2024, signaling a shift from peak capex to cash generation, while valuations scream bargain with a PE of 8.76, PS of 0.088, and EV/FCF of 8.19—near historical lows.

Analysts forecast explosive recovery, with revenue leaping 668% to 105 billion BRL in 2025, EPS tripling to 1.52 BRL by 2027, and average 16% upside (bulls at 43%, potential 100%+ to revisit highs). In Brazil’s stabilizing yet risky economy—plagued by politics, currency woes, and rivals—this asymmetric bet on execution and emerging market retail tailwinds merits a closer look.

Read full commentary →

Sendas Distribuidora S.A. Sponsored ADR (ASAIY) Latest News

News by impact score

Fine-tune

7 Aug

3 transcript , 5:04 PM
Sendas Distribuidora SA posted market share gains during its Q2 2026 earnings call. Market share gains strengthen competitive position and support revenue outlook without indicating transformative shifts.

28 May

3 Zacks, 12:20 PM
Surging earnings estimates signal upside potential for Sendas Distribuidora S.A. Sponsored ADR (ASAIY) stock. Surging earnings estimates point to improved financial outlook and possible short-term stock gains.

29 Apr

4 GuruFocus.com, 3:07 AM
Sendas Distribuidora SA (ASAIY) highlighted resilient margins in its Q1 2026 earnings call despite market challenges. Resilient margins amid market pressures signal significant positive influence on future financial performance and investor sentiment.

26 Apr

4 Simply Wall St., 11:06 AM
New valuation updates are shifting the narrative around Sendas Distribuidora (BOVESPA:ASAI3), altering investor perceptions of its future prospects and market positioning. Valuation updates are driving a narrative shift that could significantly alter investor sentiment and the company's market trajectory.

14 Mar

4 Simply Wall St., 1:06 PM
Fresh valuation calls are shifting the investment story for Sendas Distribuidora (BOVESPA:ASAI3), prompting a reassessment of its market position and future prospects. Shifting investment narrative from new valuations likely alters investor sentiment and stock trajectory significantly.

27 Feb

3 Simply Wall St.Simply Wall St., 5:13 PM
Analysts calibrated price targets for Sendas Distribuidora (BOVESPA:ASAI3), shifting the investment narrative around the company's prospects. Calibrated analyst price targets shift the narrative on Sendas Distribuidora's outlook, moderately influencing investor sentiment and performance.

12 Feb

4 transcript GuruFocus.com, 4:00 PM
Sendas Distribuidora S.A. reported strong sales volume in Q4 2025, highlighting robust performance amid challenging market conditions. The company emphasized its strategic initiatives aimed at enhancing operational efficiency and customer engagement. Key metrics showed growth in revenue and market share, reflecting effective management and a focus on core business areas. The earnings call underscored the commitment to innovation and adapting to consumer trends, positioning Sendas for continued success in the competitive landscape. Strong sales volume and strategic initiatives indicate significant potential for future performance and market positioning.

12 Jan

3 PR Newswire, 4:00 PM
Sendas Distribuidora S.A. announced its intention to file a Form 15F to deregister its Sponsored ADR in the United States under the U.S. Securities Exchange Act of 1934. This move is part of the company's strategy to streamline operations and reduce costs associated with maintaining its U.S. listing. The deregistration process is expected to take effect after the filing is completed, allowing the company to focus on its core business activities in Brazil. Deregistration may limit access to U.S. capital markets, affecting financial performance and investor sentiment.

8 Nov

4 transcript GuruFocus.com, 2:07 AM
Sendas Distribuidora S.A. reported strong cash generation in its Q3 2025 earnings call, highlighting robust financial performance amid challenging market conditions. The company emphasized its strategic initiatives aimed at enhancing operational efficiency and customer engagement. Management expressed confidence in sustaining growth and profitability, despite external pressures. Key metrics showcased improvements in revenue and cost management, positioning Sendas favorably for future quarters. Strong cash generation and strategic initiatives indicate significant potential for future growth and market positioning.

4 PR Newswire, 5:00 AM
Assaí Atacadista reported solid results for the third quarter of 2024, with revenue reaching R$ 20.2 billion and leverage continuing to decline. The revenue growth, profitability improvement, and debt reduction efforts are expected to significantly impact Sendas Distribuidora S.A. Sponsored ADR's future performance.

26 Sep

4 , 1:58 PM
Casino Group announced a communication regarding its subsidiary, Sendas Distribuidora S.A. Sponsored ADR (ASAIY), highlighting strategic initiatives and operational updates aimed at enhancing market positioning and financial performance. The focus is on improving efficiency and expanding service offerings to better meet consumer demands in a competitive landscape. Strategic initiatives and operational updates are likely to significantly impact the company's market positioning and financial performance.

30 Jul

4 , 12:00 PM
Sendas Distribuidora S.A. Sponsored ADR (ASAIY) has been upgraded to a Strong Buy rating, reflecting positive sentiment regarding its future performance. Analysts highlight the company's strong fundamentals and growth potential in the retail sector, particularly in Brazil. The upgrade is expected to attract more investor interest and could lead to increased stock performance in the coming months. The upgrade to Strong Buy indicates significant positive sentiment and potential for improved market performance.

4 Zacks, 9:40 AM
Sendas Distribuidora S.A. Sponsored ADR (ASAIY) has shown strong performance in the consumer discretionary sector this year, outperforming many of its peers. The company's strategic initiatives and market positioning have contributed to its success, attracting investor interest and enhancing its competitive edge. Analysts are optimistic about its growth potential, indicating a positive outlook for the stock in the coming months. Strong performance and strategic initiatives are likely to significantly impact future market positioning and investor sentiment.

3 Zacks, 11:40 AM
Sendas Distribuidora S.A. Sponsored ADR (ASAIY) is being compared to Kraft Heinz Company (K) to determine which stock presents a better value option for investors. The analysis focuses on financial metrics, market positioning, and growth potential, highlighting ASAIY's recent performance and strategic initiatives in the competitive landscape. Investors are encouraged to consider both companies' fundamentals and market conditions before making investment decisions. ASAIY's performance and strategic initiatives may moderately influence its financial outlook and competitive positioning.

4 Jul

3 , 11:40 AM
Sendas Distribuidora S.A. Sponsored ADR (ASAIY) is being compared to Kellogg Company (K) in terms of value stock potential. Analysts are evaluating financial metrics, market conditions, and growth prospects to determine which stock offers better value for investors. Key factors include earnings performance, market positioning, and overall economic trends that could influence future performance. Moderate influence is expected due to competitive analysis and market positioning insights.

2 Jul

4 Zacks, 9:40 AM
Accel Entertainment (ACEL) has outperformed the Consumer Discretionary sector with a year-to-date return of 12.6%, compared to the sector's average gain of 11.5%. Meanwhile, Sendas Distribuidora S.A. Sponsored ADR (ASAIY) has significantly outperformed with a 115.7% increase this year. Both companies hold a Zacks Rank of #2 (Buy), indicating positive analyst sentiment. While ACEL slightly underperforms its Gaming industry peers, ASAIY's EPS estimate has risen by 25.3% over the past three months, despite its industry ranking lower at #91 with a -9.5% year-to-date performance. Investors are encouraged to monitor both stocks for continued strong performance. Sendas Distribuidora's significant year-to-date performance and rising EPS estimates indicate a strong potential for future growth.

1 Jul

4 Zacks, 9:40 AM
Sendas Distribuidora S.A. (ASAIY) is currently rated #2 (Buy) by Zacks and has an A for Value, indicating it may be undervalued. The company has a P/B ratio of 2.99, significantly lower than the industry average of 5.95, and a P/S ratio of 0.21 compared to the industry's 0.55. These metrics suggest that ASAIY is an attractive investment opportunity for value investors, especially given its strong earnings outlook. The strong value metrics and positive earnings outlook indicate a significant potential impact on ASAIY's future performance.

17 Jul

4 Zacks, 9:50 AM
Sendas Distribuidora (ASAI) stock is considered undervalued based on Zacks' ranking system and value metrics. The article highlights strong value metrics and a buy rating, indicating a significant potential impact on ASAI's future performance.
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