BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Fair Value & Analysis
Consumer Defensive · US · Market cap $356M
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
LND · US
Fair value as of: Jul 24, 2026
From 22 valuation models · updated 18 days ago
Share price +1.1% over the past month.
Below-average quality, screening 113% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (44/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case ($4.25). The market is more pessimistic than our downside scenario.
- A fairly wide model range ($4.25 to $8.91) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
60‑month range $2.99 – $5.72 · fair‑value band $4.25 – $8.91 · the $3.60 price screens below the $7.67 fair value. Dashed = 300-day average. As of Jul 24, 2026.
Analysis
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) currently trades at $3.60, while our model-based Fair Value estimate is $7.67, implying the stock looks roughly 113.1% undervalued today. The Quality Score stands at 44/100 (below-average quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas generated revenue of $939M at a net margin of -1.6%. Revenue declined 15.5% year over year. It earns a return on equity of -0.7%. Net debt stands at $1.2B. Fundamentals as of Jul 24, 2026
Our scenario range runs from $4.25 (bear case) to $8.91 (bull case); at $3.60, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 19% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at 113%, LND screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 22 models by family
Widest divergence: Dividend Discount ($20.03) versus Growth DCF ($0.5700). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 48 · Market factors (momentum, volatility) 47
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full 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. The company is involved in the cultivation of soybean, corn, sugarcane, sesame, sorghum, bean, and cotton lint and seed, as well as pasture; and production and sale of beef calves after weaning. It also engages in exploration, import, and export of agricultural activities and inputs, cattle raising, livestock, investment properties; and forestry activities; purchases, sells, and rents real estate in rural and/or urban properties; and sale of the raw products. In addition, the company provides real estate brokerage services; manages third-party assets; and operates farms through own and leased lands. BrasilAgro - Companhia Brasileira de Propriedades Agrícolas was incorporated in 2005 and is headquartered in São Paulo, Brazil.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas reported revenue of $152M in FY2025 versus $716M in FY2021, a compound −32.1%/yr. Reported net income was $24.1M in FY2025, compounding −47.5%/yr from FY2021.
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Peer Group
Farm Products · 288 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Farm Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| Thaifoods Group TFGR | 10.60 THB | 23.53 THB | +122% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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