Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AGRO3.SA
SellBrasilAgro - Companhia Brasileira de Propriedades Agrícolas · Consumer Defensive · Brazil · $369M · Avg Vol: $406K/d
COMPANY DESCRIPTION
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of agricultural properties in Brazil, Paraguay, and Bolivia. It operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other.
FINANCIAL SUMMARY (BRL)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.2B | 1.0B | — | -13.7% | 949.2M | 935.5M | 1.0B | 0.5% |
| EPS (BRL) | 5.26 | 2.62 | 2.21 | 1.39 | -35.9% | — | 1.03 | — | -25.7% |
| Shares | 98.8M | 98.8M | 99.6M | — | +0.8% | 99.6M | — | — | — |
| Debt | 702.2M | 872.0M | 1.0B | — | 21.9% | 1.5B | — | — | — |
| Equity | 2.2B | 2.2B | 2.2B | — | -0.8% | — | — | — | — |
| Op CF | 205.2M | 155.7M | 79.4M | — | -37.8% | 159.0M | — | — | — |
| Inv CF | -89.7M | 55.0M | -27.8M | — | — | — | — | — | — |
| Fin CF | -737.8M | -261.1M | -265.8M | — | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of AGRO3.SA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AGRO3.SA | BrasilAgro - Companhia Brasileira de Propriedades Agrícolas(you) | $369M | 23 | Sell |
| LAND3.SA | Terra Santa Propriedades Agrícolas S.A. | $166M | 29 | Sell |
| SLCE3.SA | SLC Agrícola S.A. | $1.5B | 55 | Hold |
| CAML3.SA | Camil Alimentos S.A. | $321M | 39 | Hold |
| JALL3.SA | Jalles Machado S/A | $142M | 47 | Hold |
| YDUQ3.SA | Yduqs Participações S.A. | $432M | 65 | Hold |
| VTRU3.SA | Vitru Educação S.A. | $401M | 75 | Buy |
| BEEF3.SA | Minerva S.A. | $780M | 63 | Hold |
| NATU3.SA | Natura Cosméticos S.A. | $2.3B | 45 | Hold |
| COGN3.SA | Cogna Educação S.A. | $844M | 68 | Buy |
Peer medians: ROE 12.9% · P/E 10.5x · Gross margin 51.9%