Best Brazilian Stocks: August 2026
Brazil is where a double-digit policy rate collides with a market full of cash-generative businesses, and the result is some of the lowest earnings multiples and highest dividend yields in the investable world. The discount is macro, not company by company, which is exactly the condition a factor screen is built for. MoatMap scores 400+ B3 names.
MoatMap scored 379 Brazilian stocks on 2026-08-29; 305 cleared the $250M market-cap floor this list applies. The market's average StockRank is 71. Utilities is the most represented sector in the top 10 (2 names).
August 2026 edition · data as of ·How we score stocks·All Brazil stocks, refreshed daily
Top 25 Brazilian Stocks by StockRank
| # | Ticker | Company | Score | Q | V | M |
|---|---|---|---|---|---|---|
| 1 | NVDC34.SA | NVIDIA Corporation | 100 | 91 | 57 | 81 |
| 2 | TAEE4.SA | Transmissora Aliança de Energia Elétrica S.A. | 100 | 80 | 79 | 65 |
| 3 | INTB3.SA | Intelbras S.A. - Indústria de Telecomunicação Eletrônica Brasileira | 100 | 77 | 80 | 67 |
| 4 | HPQB34.SA | HP Inc. | 99 | 66 | 78 | 79 |
| 5 | JHSF3.SA | JHSF Participações S.A. | 99 | 82 | 83 | 59 |
| 6 | GGBR3.SA | Gerdau S.A. | 99 | 61 | 78 | 81 |
| 7 | FLRY3.SA | Fleury S.A. | 99 | 65 | 80 | 77 |
| 8 | CLSC4.SA | Centrais Elétricas de Santa Catarina S.A. | 99 | 67 | 77 | 77 |
| 9 | MILS3.SA | Mills Locação, Serviços e Logística S.A. | 99 | 77 | 70 | 74 |
| 10 | SEER3.SA | Ser Educacional S.A. | 99 | 70 | 84 | 67 |
| 11 | GOAU4.SA | Metalurgica Gerdau S.A. | 99 | 57 | 78 | 82 |
| 12 | PETR3.SA | Petróleo Brasileiro S.A. - Petrobras | 99 | 77 | 70 | 69 |
| 13 | IGTI3.SA | Iguatemi S.A. | 99 | 76 | 82 | 58 |
| 14 | EUCA4.SA | Eucatex S.A. Indústria e Comércio | 99 | 68 | 90 | 57 |
| 15 | RIOT34.SA | Rio Tinto Group | 99 | 70 | 65 | 80 |
| 16 | N1EM34.SA | Newmont Corporation | 99 | 87 | 59 | 69 |
| 17 | N1VO34.SA | Novo Nordisk A/S | 98 | 78 | 75 | 61 |
| 18 | OFSA3.SA | Ouro Fino Saúde Animal Participações S.A. | 98 | 76 | 87 | 49 |
| 19 | VBBR3.SA | Vibra Energia S.A. | 98 | 61 | 76 | 75 |
| 20 | UGPA3.SA | Ultrapar Participações S.A. | 98 | 70 | 69 | 73 |
| 21 | TGMA3.SA | Tegma Gestão Logística S.A. | 98 | 80 | 72 | 59 |
| 22 | LEVE3.SA | MAHLE Metal Leve S.A. | 98 | 76 | 72 | 62 |
| 23 | PAGS34.SA | PagSeguro Digital Ltd. | 98 | 65 | 96 | 48 |
| 24 | MUTC34.SA | Micron Technology, Inc. | 97 | 93 | 27 | 86 |
| 25 | BBSE3.SA | BB Seguridade Participações S.A. | 97 | 88 | 51 | 67 |
Ranked by StockRank (Quality + Value + Momentum composite) at a minimum market cap of $250M. A new edition is generated on the first scoring run of each month.
Director buying reported in the 90 days to : INTB3.SA, GOAU4.SA, IGTI3.SA · Full Brazil insider feed
Active share buybacks in the 180 days to : JHSF3.SA, GOAU4.SA, IGTI3.SA
A Cheap Market Priced Off the Policy Rate
Brazilian equity valuations are dominated by one number: the Selic policy rate. When local investors can earn a double-digit yield on government paper with no equity risk, capital leaves the stock market wholesale and the exchange derates regardless of what individual companies earn. That is why B3 routinely trades at single-digit earnings multiples across banks, utilities, insurers and commodity producers at the same time. The corollary matters just as much for a screen: when the rate cycle eventually turns, the rerating is broad rather than name by name, and the businesses that were compounding through the tight-money period start from the cheapest base.
The market's income culture is written into company law rather than into custom. Brazilian corporations must distribute a minimum share of adjusted net profit each year, and many go well beyond it, which is one reason the exchange's headline dividend yield sits among the highest of any market MoatMap covers. Distributions often arrive partly as interest on equity, a Brazilian instrument that is deductible for the company and taxed at the shareholder, so the headline yield and the cash that reaches a foreign holder can differ. Read shareholder yield here as dividends plus buybacks plus that third channel, and check how a given company splits them.
Two structural quirks shape what a Brazilian screen surfaces. Share classes are the first: most large issuers list ordinary (ON, ticker ending 3) and preferred (PN, ending 4) lines, sometimes plus a stapled unit ending 11, and the two lines of one company can trade at meaningfully different prices while scoring almost identically. This page collapses them, so each company occupies one slot at its better-scoring class. The second is governance tiering: B3's Novo Mercado segment demands one share one vote and a genuinely independent board, and its members behave differently from legacy dual-class structures on exactly the minority-protection questions that decide whether cheap stays cheap.
Disclosure runs through the CVM, and its shape is worth knowing before reading the activity callout below the table. The insider register is a MONTHLY filing that reports trades by role GROUP (controlling shareholder, board, executive officers, fiscal council) rather than naming individuals, and it is due after month end, so Brazilian insider activity can surface up to about forty days after the trade. Buyback disclosure is programme-level: what files is the authorization, not a daily print. Both signals are real and both are slower and coarser than the US or UK equivalents, which is a reason to treat them as confirmation rather than as a trigger.
Frequently Asked Questions
- What are the best Brazilian stocks to buy right now?
- The table above ranks MoatMap's top 25 B3-listed stocks by StockRank, a composite of Quality (ROIC, F-Score, leverage), Value (P/E, EV/EBITDA, P/B, shareholder yield) and Momentum (price trend plus earnings revisions). It refreshes monthly with a stated data date, and each ticker links to a full score breakdown.
- Why are Brazilian stocks so cheap?
- Mostly because of the domestic interest rate. A high Selic rate gives local investors a large risk-free yield, which pulls capital out of equities and compresses multiples across the whole exchange at once. Currency volatility and fiscal worries add to it. The screen's job is separating businesses whose cash flows genuinely deteriorate in that environment from the majority that simply get repriced alongside them.
- What is the difference between ON, PN and unit shares?
- ON shares (ticker ending 3) carry votes; PN shares (ending 4) usually trade without votes but with a dividend preference; units (ending 11) bundle both into one tradable security. One company can therefore have two or three listed lines at different prices. This page shows one line per company, keeping the higher-scoring class, so a top 25 is 25 businesses rather than 25 tickers.
- Is Brazil just Vale and Petrobras?
- They dominate the index weight, but not the opportunity set. B3 also lists large private-sector banks and insurers, electricity utilities and transmission concessions with regulated returns, protein and agribusiness exporters, retail, healthcare and a mid-cap tail with almost no international coverage. Commodity names swing the screen's composition with the cycle, so check the sector column rather than assuming.
- How do foreigners buy Brazilian stocks, and what about the real?
- Larger international brokers offer direct B3 access (tickers like PETR4.SA), and a number of the biggest names also trade as US ADRs, though the interesting mid-cap tail generally does not. Every position carries Brazilian real exposure on top of the equity, and the currency can move enough to dominate a year's return in either direction. Dividend and withholding treatment for non-residents has been under active reform, so confirm the current rules with your broker before comparing Brazilian yields against other markets.
- How often does this Brazil ranking refresh?
- A new edition forms on the first scoring run of each calendar month and the page states its data-as-of date. Underlying scores recompute nightly; for the daily view, use the ranked-stocks screener filtered to Brazil.