Stock LOGG3 LOG COMMERCIAL PROPERTIES E PARTICIPAÇÕES S.A.
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Financials LOG Commercial Properties e Participações S.A.

Equities

LOGG3

BRLOGGACNOR7

Real Estate Development & Operations

Market Closed - Sao Paulo
Other stock markets
 04:06:00 2024-04-26 pm EDT 		5-day change 1st Jan Change
21.77 BRL +0.65% Intraday chart for LOG Commercial Properties e Participações S.A. +0.37% -4.52%
Apr. 25 LOG Commercial Properties e Participações S.A. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
Apr. 24 BTG Pactual Real Estate Investment Fund - BTLC11 managed by BTG Pactual Asset Management SA Distribuidora de Títulos e Valores Mobiliários acquired LOG Betim and LOG Salvador from LOG Commercial Properties e Participações S.A. for approximately BRL 510 million. CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 3,316 3,461 2,555 1,616 2,274 2,184 - -
Enterprise Value (EV) 1 3,703 3,812 3,620 1,616 3,418 3,210 2,897 2,703
P/E ratio 28.2 x 24.9 x 7 x 4.21 x 11.8 x 9.9 x 11.6 x 8.6 x
Yield 0.65% 0.95% 3.44% - 3.07% 3.95% 3.86% 2.28%
Capitalization / Revenue 25.9 x 24.5 x 17.1 x 7.44 x 10.3 x 9.62 x 7.76 x 6.98 x
EV / Revenue 28.9 x 26.9 x 24.2 x 7.44 x 15.5 x 14.1 x 10.3 x 8.63 x
EV / EBITDA 36.1 x 34.7 x 30.2 x 9.7 x 20.7 x 19.3 x 13.3 x 10.8 x
EV / FCF - 49.5 x 7.06 x - -8.62 x 3.29 x 7.96 x 13.3 x
FCF Yield - 2.02% 14.2% - -11.6% 30.4% 12.6% 7.51%
Price to Book 1.13 x 1.14 x 0.77 x - 0.61 x 0.58 x 0.56 x 0.52 x
Nbr of stocks (in thousands) 102,159 101,174 101,044 100,258 99,728 100,341 - -
Reference price 2 32.46 34.21 25.29 16.12 22.80 21.77 21.77 21.77
Announcement Date 2/10/20 2/9/21 2/8/22 2/8/23 2/6/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 128 141.5 149.4 217.2 220.2 227 281.7 313
EBITDA 1 102.7 110 119.7 166.6 165 166.7 217.6 249.4
EBIT 1 101.9 109.3 118.9 164.9 161 166 226.7 265.8
Operating Margin 79.61% 77.2% 79.58% 75.92% 73.13% 73.13% 80.5% 84.91%
Earnings before Tax (EBT) 1 142 235.7 420.3 397.5 184.5 409 182.5 241.6
Net income 1 90.2 140 369 386.1 192.2 220 189.2 256
Net margin 70.45% 98.89% 247.01% 177.72% 87.29% 96.92% 67.18% 81.78%
EPS 2 1.151 1.372 3.612 3.831 1.925 2.200 1.870 2.530
Free Cash Flow 1 - 76.94 512.8 - -396.7 976 364 203
FCF margin - 54.36% 343.32% - -180.18% 429.96% 129.23% 64.85%
FCF Conversion (EBITDA) - 69.95% 428.42% - - 585.6% 167.26% 81.41%
FCF Conversion (Net income) - 54.98% 138.99% - - 443.64% 192.36% 79.3%
Dividend per Share 2 0.2097 0.3254 0.8700 - 0.7000 0.8602 0.8410 0.4967
Announcement Date 2/10/20 2/9/21 2/8/22 2/8/23 2/6/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4
Net sales 1 38.65 40.79 54.31 59.18 62.95 67.01 57.42 48.11 47.61 53.84 61.03 64.5 65.09
EBITDA 1 30.62 30.04 44.5 46.06 45.97 52.9 43.24 36.71 32.12 38.84 48.77 53.42 45.12
EBIT 1 30.39 29.74 44.18 45.73 45.27 52 42.32 35.73 30.95 37.69 46.22 50.95 49.38
Operating Margin 78.63% 72.9% 81.35% 77.26% 71.92% 77.6% 73.7% 74.27% 65.01% 70.01% 75.73% 78.99% 75.87%
Earnings before Tax (EBT) 1 - - - - - - - - 9.93 16.1 25 34.21 28.69
Net income 1 87.59 131.4 99.79 110.6 44.26 27.49 42.75 48.53 - 55.16 46.6 48 -
Net margin 226.61% 322.24% 183.75% 186.85% 70.3% 41.02% 74.44% 100.88% - 102.44% 76.36% 74.42% -
EPS 2 0.8610 1.297 0.9881 1.099 0.4473 0.2752 0.4279 - - 0.5489 0.4500 0.4600 -
Dividend per Share 2 - - - - - - - - 0.7000 - 0.7109 - -
Announcement Date 2/8/22 4/28/22 7/27/22 10/26/22 2/8/23 4/26/23 8/3/23 10/31/23 2/6/24 4/24/24 - - -
1BRL in Million2BRL
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 387 351 1,065 - 1,144 1,026 712 518
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 3.766 x 3.193 x 8.894 x - 6.935 x 6.156 x 3.273 x 2.078 x
Free Cash Flow 1 - 76.9 513 - -397 976 364 203
ROE (net income / shareholders' equity) 2.41% 4.67% 11.6% - 5.25% 1.8% 3.48% 4.65%
ROA (Net income/ Total Assets) - - - - 3.1% 8.5% 2.2% 2.6%
Assets 1 - - - - 6,202 2,588 8,602 9,846
Book Value Per Share 2 28.80 30.00 32.80 - 37.20 37.20 39.20 42.10
Cash Flow per Share - - - - - - - -
Capex 1 - 147 638 - 554 804 5 5
Capex / Sales - 104.05% 426.91% - 251.6% 354.19% 1.78% 1.6%
Announcement Date 2/10/20 2/9/21 2/8/22 2/8/23 2/6/24 - - -
1BRL in Million2BRL
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for LOG Commercial Properties e Participações S.A.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
9
Last Close Price
21.77 BRL
Average target price
27.61 BRL
Spread / Average Target
+26.83%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Other Real Estate Development & Operations

1st Jan change Capi.
LOG COMMERCIAL PROPERTIES E PARTICIPAÇÕES S.A. Stock LOG Commercial Properties e Participações S.A.
-4.52% 426M
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SUN HUNG KAI PROPERTIES LIMITED Stock Sun Hung Kai Properties Limited
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DLF LIMITED Stock DLF Limited
+25.00% 26.95B
CHINA RESOURCES LAND LIMITED Stock China Resources Land Limited
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MITSUBISHI ESTATE CO., LTD. Stock Mitsubishi Estate Co., Ltd.
+44.49% 22.58B
EMAAR PROPERTIES Stock Emaar Properties
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CHINA OVERSEAS LAND & INVESTMENT LTD. Stock China Overseas Land & Investment Ltd.
+1.45% 19.52B
SUMITOMO REALTY & DEVELOPMENT CO., LTD. Stock Sumitomo Realty & Development Co., Ltd.
+28.54% 16.23B
CK ASSET HOLDINGS LIMITED Stock CK Asset Holdings Limited
-14.80% 14.98B
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