Vibra Energia S.A. (VBREY)

Vibra Energia S.A. (VBREY) — VMCI valuation read

Vibra Energia S.A. (VBREY) carries a VMCI composite of 60/100, 10 points above the Consumer Cyclical sector median of 50. Among mid-cap names, that gap places VBREY in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The VBREY 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 VBREY trades at 16.0x earnings, 11% below the Consumer Cyclical median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Consumer Cyclical 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Consumer Cyclical median (10.0%). Risk: net debt to EBITDA of -0.6x leaves covenant headroom, the line to track on Vibra Energia S.A.'s next 10-Q.

VBREY rose 0.4% over the trailing 7 days, with a -18.6% read on a 30-day basis.