Added to YB: 2026-06-17
Pitch date: 2026-06-14
CASH3.SA [neutral]
Méliuz S.A.
Author Info
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Company Info
Méliuz S.A., together with its subsidiaries, operate a virtual portal for the placement and dissemination of brands, products, services, and other advertising and publicity materials.
Market Cap
BRL 472.2M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.14
P/E
-6.35
EV/Sales
0.81
Sector
Interactive Media and Services
Category
value
Brazilian microcap deep value - Meliuz - $CASH3 - R$420 million
CASH3.SA (holding update): Brazilian cashback app, R$420M mcap. R$100M EBITDA, R$91M cash, ~R$200M BTC (604 coins), no debt. Restructured post-2020 bubble IPO, now profitable w/ strong opex leverage. Risks: consumer cycle, must find new bank partner by mid-2027 (Votorantim exit), BTC vol, Picodi dispute.
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