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Company Analysis

Brasilagro Brazilian Agric Real LND

A comprehensive view of key metrics, scores, and financial health for Brasilagro Brazilian Agric Real

Overview of BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

LND NYQ
Consumer Defensive Farm Products Small Cap
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND), is a Small Cap company, in the Farm Products industry, last closed at $4.25, about 287.3% undervalued vs fair value, +11.0% 1Y return, ranked 120/242 in sector.
$4.25
-0.47%
As of March 13, 2026
Previous close • Vol 90d: 27.3%
52-Week Range
Market Cap
$423.37M
Enterprise Value
$1.71B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://ri.brasil-agro.com
HQ São Paulo, SP
Fiscal year Jun 30

Next Events

Earnings Call May 8

Fair Value Snapshot

Bear Base Bull
$14
$16
$19
Current: $4.25 +287% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.1B
3.8%%
Gross Profit
$215.6M
-30.9%%
Operating Income
$88.5M
-54.2%%
Net Income
$138.0M
-39.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
8.0%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$156.0M
1415.8% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
1/6
Improving
2
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Brasilagro Brazilian Agric Real's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
58
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing LND's balance between Growth (25.8%), Profitability (42.5%), and Safety (31.7%). Growth 26% Safety 32% Profitability 42%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

49th percentile vs peers
49
Key Signals
Rev Growth YoY 3.8% 71p EPS Growth YoY -39.2% 45p TSR 34.1% 83p Revenue CAGR 3Y -8.2% 28p EPS CAGR 3Y -35.9% 22p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Tsr in top 20% of peers (34.1%, 83th percentile)
  • Operating Margin in top 20% of peers (8.4%, 85th percentile)
Risks

No significant risks identified for this axis.

Profitability

81th percentile vs peers
81
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Brasilagro Brazilian Agric Real.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$16.46
- - -
+287.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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