Companhia de Locação das Américas (LCAM3.SA)

Companhia de Locação das Américas (LCAM3.SA) — VMCI valuation read

Companhia de Locação das Américas (LCAM3.SA) carries a VMCI composite of 35/100, 15 points below the Industrials sector median of 50. Among mid-cap names, that gap places LCAM3.SA in the bottom third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The LCAM3.SA insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads LCAM3.SA trades at 14.0x earnings, 22% below the Industrials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Industrials 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Industrials median (10.0%). Risk: net debt to EBITDA of 1.8x is the rate-sensitivity line to watch, the line to track on Companhia de Locação das Américas's next 10-Q.

LCAM3.SA fell 1.2% over the trailing 7 days, with a -7.0% read on a 30-day basis.