Marcopolo (BSP:POMO3) Change In Receivables: R$-586 Mil (TTM As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BSP:POMO3 Marcopolo SA BSP:POMO3
82 GF Score
Price R$4.25
GF Value R$6.14
Valuation Significantly Undervalued
! 5 Warning Signs
View Full Analysis

What is Marcopolo Change In Receivables?

Marcopolo BSP:POMO3 -0.23% 82 Change In Receivables is R$-586 Mil as of Jun. 2026. GuruFocus rates BSP:POMO3 with a GF Score™ of 82/100 and a GF Value™ of R$6.14 (Significantly Undervalued). The stock has 5 warning signs investors should review.

Marcopolo's change in receivables for the quarter that ended in Jun. 2026 was R$-510 Mil. It means Marcopolo's Accounts Receivable increased by R$510 Mil from Mar. 2026 to Jun. 2026 .

Marcopolo's change in receivables for the fiscal year that ended in Dec. 2025 was R$-278 Mil. It means Marcopolo's Accounts Receivable increased by R$278 Mil from Dec. 2024 to Dec. 2025 .

Marcopolo's Accounts Receivable for the quarter that ended in Jun. 2026 was R$1,938 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Marcopolo's Days Sales Outstanding for the three months ended in Jun. 2026 was 74.52.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Marcopolo's liquidation value for the three months ended in Jun. 2026 was R$-1,503 Mil.

Marcopolo  (BSP:POMO3) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Marcopolo's Days Sales Outstanding for the quarter that ended in Jun. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=1938.207/2373.276*91
=74.52

2. In Ben Graham's calculation of liquidation value, Marcopolo's accounts receivable are only considered to be worth 75% of book value:

Marcopolo's liquidation value for the quarter that ended in Jun. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=1587.32-5516.76+0.75 * 1938.207+0.5 * 1946.436
=-1,503

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Marcopolo Change In Receivables Related Terms

Marcopolo Change In Receivables Historical Data

* Premium members only.

The historical data trend for Marcopolo's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Marcopolo Change In Receivables Chart

Marcopolo Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Change In Receivables
Get a 7-Day Free Trial Premium Member Only Premium Member Only -260.68 -715.96 -71.61 -308.31 -277.75

Marcopolo Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -328.77 -266.55 200.40 -10.01 -509.75
BSP:POMO3
82GF Score
Marcopolo SA BSP:POMO3
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Marcopolo Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Jun. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was R$-586 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of R$-586 Mil mean?
Marcopolo (BSP:POMO3) has a Change In Receivables of R$-586 Mil as of Jun. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Marcopolo and its competitors.
Is Marcopolo's Change In Receivables too high?
Marcopolo's current Change In Receivables is R$-586 Mil. Overall, Marcopolo has a GF Score™ of 82/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Marcopolo's Change In Receivables compare to CAT and DE?
Marcopolo's Change In Receivables of R$-586 Mil can be compared against companies in the Farm & Heavy Construction Machinery industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Farm & Heavy Construction Machinery company?
A good Change In Receivables depends on the Farm & Heavy Construction Machinery industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Marcopolo and its competitors. Marcopolo's current Change In Receivables is R$-586 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marcopolo stock overvalued right now?
Based on GuruFocus' analysis, Marcopolo (BSP:POMO3) is currently considered Significantly Undervalued. The stock's GF Value™ is R$6.14, compared to a current price of R$4.25 — trading 30.8% below its estimated fair value. The current Change In Receivables is R$-586 Mil. Marcopolo's overall GF Score™ is 82/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Marcopolo (BSP:POMO3), the current Change In Receivables is R$-586 Mil as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Marcopolo (BSP:POMO3) Overvalued in 2026?

Based on GuruFocus' analysis, Marcopolo stock appears to be undervalued. The current stock price of R$4.25 is trading 30.8% below its estimated GF Value™ of R$6.14. GuruFocus considers Marcopolo to be Significantly Undervalued.

Key valuation signals for BSP:POMO3:

  • Change In Receivables: R$-586 Mil
  • GF Value™: R$6.14 vs. price of R$4.25 (30.8% below fair value)
  • GF Score™: 82/100 with 5 warning signs

No single metric tells the full story. See the BSP:POMO3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Marcopolo Business Description

Other Exchanges POMO4:Brazil
Address Avenida Marcopolo, 280, Planalto District, Caxias do Sul, RS, BRA, 95086-200
Marcopolo SA is a Brazilian auto manufacturer. It is engaged in the manufacture and sale of buses, bus bodies, and components. The company's product line covers a wide variety of models, consisting of the coach, city, and micro bus groups, as well as the Volare micro bus family (complete bus, with chassis and body), electric and hybrid buses. It operates in two segments: Industrial and Financial. The majority of the company's revenue is generated from the Industrial segment, which produces buses, bus bodies, and spare parts. The Financial segment is responsible for financing operations through its wholly owned subsidiary. Geographically, it derives maximum revenue from Brazil, and the rest from the United States, Africa, Argentina, Australia, China, the UAE, and Mexico.
82GF Score

Get the complete analysis for BSP:POMO3

Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$4.25
Price
R$6.14
GF Value