Smartfit Escola de Ginástica e Dança S.A (SMFT3) Fair Value & Analysis
Consumer Cyclical · BR · Market cap R$12.9B
Fair value as of: Aug 13, 2026
From 16 valuation models · updated today
Share price −19.6% over the past month.
Below-average quality, screening 34% undervalued on our models.
What matters now
- Solid quality (48/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from R$17.17 (bear) to R$28.62 (bull), base R$22.90. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 48/100 (below-average quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range R$9.06 – R$29.27 · fair‑value band R$17.17 – R$28.62 · the R$17.12 price screens below the R$22.90 fair value. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
Smartfit Escola de Ginástica e Dança S.A (SMFT3) currently trades at R$17.12, while our model-based Fair Value estimate is R$22.90, implying the stock looks roughly 33.8% undervalued today. The Quality Score stands at 48/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Smartfit Escola de Ginástica e Dança S.A generated revenue of R$7.7B at a net margin of 9.0%. Revenue grew 25.3% year over year. It earns a return on equity of 12.1%. Net debt stands at R$6.1B. Fundamentals as of Aug 13, 2026
Our scenario range runs from R$17.17 (bear case) to R$28.62 (bull case); at R$17.12, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 37% below its 52-week high and 3% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -12% fair-value upside, at 34%, SMFT3 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 16 models by family
Widest divergence: Growth Earnings (R$48.33) versus Dividend Discount (R$0.0300). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 46 · Market factors (momentum, volatility) 36
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Smartfit Escola de Ginástica e Dança S.A. operates a network of Smart Fit gyms in Latin America. The company offers digital fitness services under the Queima Diária brand.
Full company description
Smartfit Escola de Ginástica e Dança S.A. operates a network of Smart Fit gyms in Latin America. The company offers digital fitness services under the Queima Diária brand. It operates through owned and franchised units in Brazil, Mexico, Colombia, Chile, Peru, Argentina, Paraguay, Uruguay, Panama, Costa Rica, Dominican Republic, Ecuador, Guatemala, El Salvador and Honduras under the Smart Fit and Bio Ritmo brands. Smartfit Escola de Ginástica e Dança S.A. was founded in 1996 and is based in São Paulo, Brazil.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Smartfit Escola de Ginástica e Dança S.A reported revenue of R$7.2B in FY2025 versus R$1.7B in FY2021, a compound +43.5%/yr. Reported net income was R$639M in FY2025.
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Peer Group
Leisure · 189 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Leisure median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Leisure stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ANTA Sports Products Limited 2020 | HK$72.80 | HK$119.82 | +65% |
| Pop Mart International Group 9992 | HK$151.00 | HK$227.30 | +51% |
| Amer Sports, Inc AS | $33.03 | $16.16 | -51% |
| Hasbro, Inc HAS | $94.89 | $81.97 | -14% |
| Life Time Group LTH | $43.81 | $15.61 | -64% |
| Ninebot Limited 689009 | ¥44.94 | ¥39.73 | -12% |
| Li Ning Company 2331 | HK$14.59 | HK$29.45 | +102% |
| Asmodee Group ASMDEEB | kr 158.70 | kr 96.65 | -39% |
| Songcheng Performance Development Co 300144 | ¥6.17 | ¥6.85 | +11% |
| Thule Group THULE | kr 213.40 | kr 142.22 | -33% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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