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:
$4.50
▲(22.95% Upside)
Action:ReiteratedDate:02/08/26
The score is held back primarily by deteriorating financial performance (sharp revenue decline and a swing to net losses) and a valuation profile that is hard to justify with negative earnings. Support comes from continued positive operating/free cash flow and a technically neutral-to-slightly constructive setup with modestly positive MACD and price holding above longer-term averages.
Positive Factors
Positive cash generation
Consistent positive operating and free cash flow provides durable internal funding for BrasilAgro’s buy-develop-operate model. Even amid earnings volatility, cash generation supports capex for land improvements, funds selective divestitures, and reduces near-term reliance on external financing for project execution.
Negative Factors
Revenue and earnings decline
A marked revenue contraction and a swing to net losses weaken the company’s core operating performance and undermine margin sustainability. Persistent top-line declines can erode development returns, constrain reinvestment into fields, and reduce realized gains from future property sales.
Read all positive and negative factors
Positive Factors
Negative Factors
Positive cash generation
Consistent positive operating and free cash flow provides durable internal funding for BrasilAgro’s buy-develop-operate model. Even amid earnings volatility, cash generation supports capex for land improvements, funds selective divestitures, and reduces near-term reliance on external financing for project execution.
Read all positive factors
BrasilAgro Cia Brasileira de Propriedades Agricolas (LND) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$404.22M
Dividend Yield3.39%
Average Volume (3M)47.59K
Price to Earnings (P/E)191.6
Beta (1Y)0.07
Revenue Growth-3.22%
EPS Growth-108.24%
CountryUS
Employees342
SectorConsumer Defensive
Sector Strength42
IndustryAgricultural Farm Products
Share Statistics
EPS (TTM)<0.01
Shares Outstanding102,683,440
10 Day Avg. Volume52,227
30 Day Avg. Volume47,589
Financial Highlights & Ratios
PEG Ratio-0.39
Price to Book (P/B)0.96
Price to Sales (P/S)1.97
P/FCF Ratio35.11
Enterprise Value/Market Cap8.30
Enterprise Value/Revenue4.09
Enterprise Value/Gross Profit11.22
Enterprise Value/Ebitda38.48
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 Agrícolas 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 (1) agricultural production and sale of crops produced on its farms and (2) gains from the sale of rural properties after value-enhancement (a “buy, develop, operate, and sell” model). Agricultural revenue ...
BrasilAgro Cia Brasileira de Propriedades Agricolas Earnings Call Summary
Earnings Call Date:Nov 06, 2024
(Q1-2025)
| % Change Since: |
Next Earnings Date:May 07, 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
38
Negative
Balance Sheet
58
Neutral
Cash Flow
52
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 821.39M | 1.06B | 1.02B | 1.20B | 1.37B | 716.05M |
| Gross Profit | 299.27M | 215.55M | 311.89M | 393.74M | 775.92M | -35.82M |
| EBITDA | 87.22M | 105.07M | 338.91M | 421.73M | 787.98M | 436.83M |
| Net Income | -82.44M | 138.02M | 226.87M | 268.54M | 520.10M | 317.65M |
Balance Sheet | ||||||
| Total Assets | 3.73B | 3.84B | 3.61B | 3.51B | 3.35B | 3.43B |
| Cash, Cash Equivalents and Short-Term Investments | 54.62M | 159.82M | 193.89M | 412.04M | 530.36M | 1.06B |
| Total Debt | 1.61B | 1.31B | 1.04B | 871.97M | 702.19M | 862.18M |
| Total Liabilities | 1.66B | 1.66B | 1.43B | 1.31B | 1.13B | 1.25B |
| Stockholders Equity | 2.08B | 2.18B | 2.18B | 2.20B | 2.22B | 2.18B |
Cash Flow | ||||||
| Free Cash Flow | 73.92M | 59.33M | 11.02M | 94.95M | 154.34M | 132.52M |
| Operating Cash Flow | 141.15M | 139.31M | 79.42M | 155.73M | 205.18M | 151.23M |
| Investing Cash Flow | -111.47M | -106.68M | -27.85M | 55.04M | -89.73M | -214.01M |
| Financing Cash Flow | -20.52M | -60.70M | -265.80M | -261.06M | -737.80M | 954.86M |
BrasilAgro Cia Brasileira de Propriedades Agricolas Technical Analysis
Neutral
3.66
Price Trends
4.07
Negative
3.87
Positive
3.78
Positive
Market Momentum
<0.01
Positive
48.19
Neutral
54.50
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LND, the sentiment is Neutral. The current price of 3.66 is below the 20-day moving average (MA) of 4.14, below the 50-day MA of 4.07, and below the 200-day MA of 3.78, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 48.19 is Neutral, neither overbought nor oversold. The STOCH value of 54.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 | $3.65B | 20.41 | 26.11% | 10.53% | 65.80% | 197.95% | |
72 Outperform | $2.00B | 18.92 | 4.53% | 3.34% | 1.11% | 414.23% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
53 Neutral | $2.02B | -484.91 | -0.54% | 4.40% | -7.37% | -84.53% | |
53 Neutral | $340.41M | -19.99 | -127.44% | 0.55% | -5.52% | -2194.72% | |
49 Neutral | $404.22M | 191.55 | -0.07% | 3.39% | -3.22% | -108.24% | |
49 Neutral | $241.18M | -6.84 | -12.83% | 1.99% | -14.97% | -278.36% |
* Consumer Defensive Sector Average
LND
BrasilAgro Cia Brasileira de Propriedades Agricolas
4.13
0.45
12.23%
AGRO
Adecoagro SA
14.27
3.89
37.44%
ALCO
Alico
44.46
15.63
54.24%
CALM
Cal-Maine Foods
77.07
-8.12
-9.53%
FDP
Fresh Del Monte Produce
42.16
12.57
42.46%
LMNR
Limoneira Co
13.32
-3.12
-18.96%
BrasilAgro Cia Brasileira de Propriedades Agricolas Corporate Events
BrasilAgro Files Routine Form 6-K with SEC on February 6, 2026
Feb 6, 2026
On February 6, 2026, BrasilAgro – Companhia Brasileira de Propriedades Agrícolas filed a Form 6-K with the U.S. Securities and Exchange Commission as a foreign private issuer, confirming its status as a Form 20-F filer. The filing, sign...
BrasilAgro Updates 2025/26 Harvest Outlook and Projects Sugarcane Recovery for 2026
Feb 6, 2026
On February 5, 2026, BrasilAgro reported updated monitoring and adjustments to its agricultural operation estimates for the 2025/2026 harvest year, noting that total planted area fell 2% versus the initial estimate due mainly to reductions in soyb...
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
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