Consumer Defensive

Arco Platform Limited(ARCE)

Live Price

Offline

$13.98

-0.07% today

1Y Change

—

Window

No data

Market Cap: $927.43M
Revenue Growth: +44.1%
EPS Growth: +122.4%
Dividend Yield: 0.0%

No coverage

Historical coverage is still loading

We are still backfilling 1Y daily history for this symbol. Some charts may stay empty until more data arrives.

No price data

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Arco Platform Limited (ARCE) is a Consumer Defensive stock with a market cap of $927.43M. The stock last traded around $13.98. Baseline metrics include revenue growth of +44.1%, EPS growth of +122.4%, a dividend yield of 0.0%. What stands out right now is revenue +44.1%, EPS +122.4%, free cash flow -50.0% with operating margin 39.8% and ROIC 9.4%. Valuation already assumes a fairly strong business story at P/E 98.4 and price/sales 2.6. Stock Foundry combines ARCE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Above sector median

+44.1% vs +1.7% peer median

Operating Margin

Above sector median

+39.8% vs +6.6% peer median

P/E

Above sector median

98.4 vs 14.0 peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2024 was reported on Aug 29, 2024, but the surprise data is still limited.

The operating story is still moving forward

Revenue is running at +44.1% and EPS at +122.4%, with operating margin around 39.8%.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

ARCE

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

ARCE Max Drawdown

—

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for ARCE and SPY.

Calendar-year return history is still loading or unavailable.

Company Overview

Arco Platform Limited

Last Updated: May 7, 2026

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E: 98.4
EV/EBITDA: 6.5
Price/Sales: 2.6
Price/Book: 2.0

Growth

Revenue: +44.1%
EPS: +122.4%
Free Cash Flow: -50.0%

Profitability

Gross Margin: 71.8%
Operating Margin: 39.8%
Net Margin: 2.2%
ROE: 2.1%
ROIC: 9.4%

Balance Sheet

Debt/Equity: 1.06
Current Ratio: 1.22

Earnings Reports

📅 Last reportedAug 29, 2024

Period	B/M	EPS	EPS Δ	Revenue	Rev Δ
— Aug 29, 24		— Est —	—	— Est —	—
— May 23, 24		— Est —	—	— Est —	—
— Mar 28, 24		— Est —	—	— Est —	—
— Dec 7, 23	✗	-0.27 Est -0.17	-58.8%	— Est 90290.0B	—
— Aug 31, 23	✗	-0.24 Est -0.16	-50.0%	97367.5B Est 101260.0B	-3.8%
— May 25, 23	✓	-0.12 Est -0.15	+20.0%	104659.7B Est 107060.0B	-2.2%
— Mar 30, 23	✗	0.40 Est 0.43	-7.0%	126845.8B Est —	—
— Dec 1, 22	✓	-0.21 Est -0.28	+25.0%	47353.1B Est 116920.0B	-59.5%
— Aug 18, 22	✗	-0.08 Est -0.05	-60.0%	78072.5B Est —	—
— May 24, 22	✗	0.10 Est 0.14	-28.6%	91165.7B Est 609870.7B	-85.0%
— Mar 31, 22	✗	0.28 Est 0.47	-40.4%	82058.9B Est 81970.0B	+0.1%
— Nov 29, 21		-0.04 Est —	—	33726.3B Est 79030.0B	-57.3%
— Aug 19, 21	✓	0.12 Est 0.09	+33.3%	50884.7B Est 47240.0B	+7.7%
— Mar 31, 21	✗	0.22 Est 0.74	-70.3%	58087.4B Est 53680.0B	+8.2%
— Mar 15, 21	✗	0.08 Est 0.57	-85.9%	56927.7B Est —	—
— Nov 30, 20		0.13 Est —	—	36998.8B Est —	—