BrasilAgro Cia Brasileira de Propriedades Agricolas (LND)
NYSE:LND
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BrasilAgro Cia Brasileira de Propriedades Agricolas
(NYSE:LND)
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Rating:49Neutral
Price Target:
$3.50
â–¼(-4.37% Downside)
Action:Reiterated
Date:05/14/26
The score is held down primarily by weak TTM financial performance (revenue decline and net loss) and bearish technical momentum (below key moving averages with negative MACD). Positive free cash flow and a ~3.77% dividend yield provide partial support but do not offset the near-term earnings and trend weakness.
Positive Factors
Farmland development & monetization model
BrasilAgro's core model of acquiring underutilized land, investing in improvements and monetizing through sales creates a durable value-recycling engine. Reinvested proceeds fund new developments, aligning cash realizations with capital deployment and supporting long-term returns independent of single-year crop cycles.
Negative Factors
Revenue decline and net loss
A sharp 25% TTM revenue decline and a swing to net loss highlight material near-term demand, price or commercialization stress. Persistent top-line weakness can strain margins and limit the pace of land development and reinvestment, increasing the risk that episodic land-sale timing won't offset operational shortfalls.
Read all positive and negative factors
Positive Factors
Negative Factors
Farmland development & monetization model
BrasilAgro's core model of acquiring underutilized land, investing in improvements and monetizing through sales creates a durable value-recycling engine. Reinvested proceeds fund new developments, aligning cash realizations with capital deployment and supporting long-term returns independent of single-year crop cycles.
Read all positive factors
BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$369.72M
Dividend Yield3.39%
Average Volume (3M)47.59K
Price to Earnings (P/E)―
Beta (1Y)0.10
Revenue Growth0.76%
EPS Growth-105.51%
CountryUS
Employees342
SectorConsumer Defensive
Sector Strength42
IndustryAgricultural Farm Products
Share Statistics
EPS (TTM)-0.95
Shares Outstanding102,683,440
10 Day Avg. Volume52,227
30 Day Avg. Volume47,589
Financial Highlights & Ratios
PEG Ratio-2.21
Price to Book (P/B)0.96
Price to Sales (P/S)13.71
P/FCF Ratio35.11
Enterprise Value/Market Cap8.75
Enterprise Value/Revenue5.93
Enterprise Value/Gross Profit24.57
Enterprise Value/Ebitda29.70
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BrasilAgro Cia Brasileira de Propriedades Agricolas Business Overview & Revenue Model
Company Description
BrasilAgro - Companhia Brasileira de Propriedades AgrÃcolas engages in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil. The company operates through six segments: Real Estate, ...
How the Company Makes Money
BrasilAgro primarily makes money through two complementary business lines: (1) agricultural operating income from producing and selling commodities, and (2) gains from farmland value creation via acquisition, development, and eventual sale of rura...
BrasilAgro Cia Brasileira de Propriedades Agricolas Earnings Call Summary
Earnings Call Date:Nov 06, 2024
(Q1-2025)
| % Change Since: |
Next Earnings Date:Sep 03, 2026
Earnings Call Sentiment Neutral
The earnings call reflected a mixed outlook with strong financial performance and strategic achievements offset by climate-related challenges and commodity price volatility. While operational resilience was emphasized, ongoing challenges in planting and cost management were significant concerns.Positive Updates
Net Income and Adjusted EBITDA
The company reported a net income of BRL 97.5 million and adjusted EBITDA from operational revenues, including significant contributions from the Alto Taquari Farm.
Negative Updates
Challenges in Crop Planting
Delayed start in soy plantations in Mato Grosso due to weather, affecting potential yields and operational timelines.
Read all updates
Q1-2025 Updates
Positive
Negative
Net Income and Adjusted EBITDA
The company reported a net income of BRL 97.5 million and adjusted EBITDA from operational revenues, including significant contributions from the Alto Taquari Farm.
Read all positive updates
Company Guidance
During the AGRO3.SA earnings call for Q1 2025, various guidance metrics were discussed by the executives. The company's net income was reported at BRL 97.5 million, with an adjusted EBITDA stemming partly from the Phase 2 sale of the Alto Taquari Farm, generating BRL 525 million at a price of BRL 1,100 per hectare for a total of 2,694 hectares. Operationally, BrasilAgro harvested 1.6 million tonnes, with a significant focus on soy and sugarcane. The company is projected to finish the harvest with approximately 180,000 hectares planted. Sugarcane yields averaged 85 tons per hectare, exceeding budget expectations. The company sold approximately 40% of its soy at $11.46 and maintained a hedge strategy with 31% ethanol sales at BRL 2,600. The total receivables were BRL 900 million, reflecting strong financial management. The executives also highlighted a reduction in the cost per ton of soy and sugarcane, attributing it to lower input prices and improved logistics. Moreover, dividends of BRL 1.96 per share were announced, emphasizing a consistent return to shareholders. Overall, the call underlined BrasilAgro's strategic resilience and effective management amid agricultural and market challenges.BrasilAgro Cia Brasileira de Propriedades Agricolas Financial Statement Overview
Summary
Income Statement
41
Neutral
Balance Sheet
60
Neutral
Cash Flow
55
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 545.71M | 151.91M | 1.02B | 1.20B | 1.37B | 716.05M |
| Gross Profit | 131.61M | 55.84M | 311.89M | 393.74M | 775.92M | -35.82M |
| EBITDA | 108.87M | 18.03M | 338.91M | 421.73M | 787.98M | 436.83M |
| Net Income | -43.21M | 24.12M | 226.87M | 268.54M | 520.10M | 317.65M |
Balance Sheet | ||||||
| Total Assets | 3.77B | 3.84B | 3.61B | 3.51B | 3.35B | 3.43B |
| Cash, Cash Equivalents and Short-Term Investments | 92.88M | 159.82M | 193.89M | 412.04M | 530.36M | 1.06B |
| Total Debt | 1.43B | 1.31B | 1.04B | 871.97M | 702.19M | 862.18M |
| Total Liabilities | 1.76B | 1.66B | 1.43B | 1.31B | 1.13B | 1.25B |
| Stockholders Equity | 2.02B | 2.18B | 2.18B | 2.20B | 2.22B | 2.18B |
Cash Flow | ||||||
| Free Cash Flow | 46.82M | 59.33M | 11.02M | 94.95M | 154.34M | 132.52M |
| Operating Cash Flow | 115.92M | 139.31M | 79.42M | 155.73M | 205.18M | 151.23M |
| Investing Cash Flow | -93.36M | -106.68M | -27.85M | 55.04M | -89.73M | -214.01M |
| Financing Cash Flow | -16.03M | -60.70M | -265.80M | -261.06M | -737.80M | 954.86M |
BrasilAgro Cia Brasileira de Propriedades Agricolas Technical Analysis
Negative
3.66
Price Trends
3.99
Negative
3.96
Negative
3.82
Negative
Market Momentum
-0.06
Negative
45.86
Neutral
74.60
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LND, the sentiment is Negative. The current price of 3.66 is below the 20-day moving average (MA) of 3.82, below the 50-day MA of 3.99, and below the 200-day MA of 3.82, indicating a bearish trend. The MACD of -0.06 indicates Negative momentum. The RSI at 45.86 is Neutral, neither overbought nor oversold. The STOCH value of 74.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LND.
BrasilAgro Cia Brasileira de Propriedades Agricolas Risk Analysis
BrasilAgro Cia Brasileira de Propriedades Agricolas disclosed 55 risk factors in its most recent earnings report. BrasilAgro Cia Brasileira de Propriedades Agricolas reported the most risks in the "Macro & Political" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BrasilAgro Cia Brasileira de Propriedades Agricolas Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $3.64B | 20.41 | 26.11% | 10.53% | -8.85% | -29.16% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
58 Neutral | $1.97B | 66.81 | 0.89% | 4.40% | -5.30% | -109.16% | |
58 Neutral | $302.96M | 6.98 | -18.22% | 0.55% | -66.78% | 86.61% | |
57 Neutral | $1.57B | 45.63 | 3.43% | 3.34% | 0.22% | -52.50% | |
49 Neutral | $369.72M | -38.14 | -0.70% | 3.39% | 0.76% | -105.51% | |
47 Neutral | $231.95M | -6.84 | -12.83% | 1.99% | -22.82% | -400.45% |
* Consumer Defensive Sector Average
LND
BrasilAgro Cia Brasileira de Propriedades Agricolas
3.81
0.09
2.42%
AGRO
Adecoagro SA
12.81
3.60
39.06%
ALCO
Alico
41.31
10.15
32.57%
CALM
Cal-Maine Foods
77.01
-13.35
-14.78%
FDP
Fresh Del Monte Produce
33.29
-0.35
-1.04%
LMNR
Limoneira Co
12.79
-2.33
-15.42%
BrasilAgro Cia Brasileira de Propriedades Agricolas Corporate Events
BrasilAgro Posts 9M26 Loss as Volatile Markets Squeeze Margins and Farm-Sale Revenues
May 8, 2026
In the nine months ended March 31, 2026, BrasilAgro operated in a volatile global environment marked by geopolitical tensions, fluctuating agricultural commodity prices, exchange-rate swings and high Brazilian interest rates, which weighed on marg...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.