Simply Wall St cuts fair value for Pague Menos stock to BRL 9.00

Simply Wall St reported on October 6, 2026, that fair value for Pague Menos fell from BRL 10.00 to BRL 9.00. The update followed a review of growth assumptions and profitability expectations.

The valuation change gives the pharmacy operator's latest operating figures greater weight. According to Investing.com, revenue reached BRL 3,987.18 million in the second quarter of 2026, up from BRL 3,807.95 million in the first quarter. Net income rose to BRL 71.11 million from BRL 52.22 million over the same comparison.

What changed in the valuation?

The October 6, 2026 update reduced the fair value estimate by 10.00 percent, from BRL 10.00 to BRL 9.00. Simply Wall St attributed the revision to a higher discount rate, more moderate revenue growth assumptions, a higher projected profit margin and a lower future price-to-earnings multiple.

Three dates frame the story

On June 30, 2026, Pague Menos reported second-quarter revenue of BRL 3,987.18 million and net income of BRL 71.11 million, figures also carried by Investing.com. On September 25, 2026, MoneyTimes examined Mercado Livre's expansion into pharmacy sales and the implications for Pague Menos. The October 6, 2026 fair value revision was the latest of the three developments.

Dates and operating evidence

Pague Menos lists its 2Q26 presentation, video, financial statements and release in the results center on its investor-relations website. The company also reported BRL 61.79 million in operating cash flow in the second quarter of 2026, while capital expenditure was BRL 78.59 million.

Market context for investors

Finance data put Pague Menos at a BRL 3.5 billion market capitalization on October 16, 2026. Its 52-week range was BRL 3.09 to BRL 7.62 on that date, giving the valuation debate a broad market reference while the latest quarterly figures show higher revenue and net income than in the first quarter.

Market context: Market report Bovespa.

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