Brasilagro (LND) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of Brasilagro $10.03, price $3.54, upside +183.3%, quality 44 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 23, 2026.
How to read this chart
60‑month range $2.99 – $5.72 · fair‑value band $5.37 – $10.03 · the $3.54 price screens below the $10.03 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Sep 23, 2026.
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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.
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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.
Stock analysis
Brasilagro Adr (LND) currently trades at $3.54, while our model-based Fair Value estimate is $10.03, implying the stock looks roughly 64.7% undervalued today.
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Valuation
Bull case: the Dividend Discount group reads highest at a median of $20.03 per share, and 19 of the 22 models we run sit above the $3.54 price.
Bear case: the Growth DCF group reads lowest at $1.87, and 3 of the 22 models stay below the price. Evidence for this calculation is medium.
Scenario range: $5.37 (bear) to $10.03 (bull), the price of $3.54 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 44/100 (below-average quality), in the Consumer Defensive sector.
Weak Growth: Revenue is shrinking: the last year, the last three and the last five years are all negative.
Brasilagro Adr 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.
Key figures
Market cap $355M · P/S ratio 0.38 · EPS (TTM) $−0.0300 · Dividend yield 4.0% · Net margin 15.9% · Return on equity −0.7% · Return on assets (EBIT) 6.1% · Operating margin −7.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 50 out of 100 (low confidence).
What moves the price
The share trades about 19% below its 52-week high and 1% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Defensive peers we cover trades at 10% fair-value upside, at 183%, LND screens cheaper than that median.
Fair Value models
Bear $5.37Fair Value $10.03Bull $10.03
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.40/100
Revenue is shrinking: the last year, the last three and the last five years are all negative.
Revenue growth 1 year
−85.1%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−51.9%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−22.5%
Start year 2020 (pandemic). Over 10 years: −8.4% a year
Revenue growth 18 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+35.3%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−36.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year−40.7%
Dividend (yield on the price)4.0%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−41% vs −18%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.30% → 3%
Start year 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+8.0%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +5.5% a year for the price.
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Farm Products · 296 stocks
Beats the industry median on 4/11 measures
Overall it trails its industry peers.
Valuation
Quality Score44 · Below median
Fair Value upside+183% · Top 25%
Profitability
Return on assets−2% · Bottom 25%
Net margin (TTM)−2% · Below median
Operating margin (TTM)−7% · Bottom 25%
Growth and dividend
Revenue growth−16% · Bottom 25%
Dividend yield (TTM)4.0% · Above median
Balance sheet
Debt / equity0.24× · Above median
Valuation Multiplesvs Farm Products median · lower = cheaper
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Cite: Fair Value Calculator (2026). "Brasilagro Adr Fair Value". https://www.fairvalue-calculator.com/stock/LND
Frequently asked questions
Is Brasilagro (LND) overvalued or undervalued?
As of Sep 23, 2026, our model estimates a fair value of $10.03 versus a price of $3.54, about +183% upside (undervalued).
What is the fair value of LND?
Our model-based fair value for Brasilagro Adr is $10.03 (as of Sep 23, 2026), built from audited fundamentals. The current price: $3.54.
What is the quality score of LND?
Brasilagro Adr has a Quality Score of 44/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Brasilagro (LND)?
Our model-based price target is the fair value of $10.03 (as of Sep 23, 2026) from 22 valuation models. Cautious scenario $5.37, optimistic scenario $10.03. It is a calculation from audited fundamentals, not an analyst target.
What is the Brasilagro Adr stock forecast for 2026?
Our models put fair value at $10.03, about +183% upside versus a price of $3.54 (undervalued). Cautious scenario $5.37, optimistic scenario $10.03. The calculation is refreshed regularly with new filings.
Does Brasilagro Adr pay a dividend?
Brasilagro Adr currently shows a dividend yield of about 3.95% relative to its recent price (as of Sep 23, 2026).
What growth is priced into Brasilagro (LND)?
For today's price to be fair in a discounted-cash-flow model, Brasilagro Adr would have to grow free cash flow by +8.0 % per year for five years (discount rate 11.2 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew -22.5 % per year. As of Sep 23, 2026.
What discount rate (WACC) does the fair value of LND use?
Our models discount Brasilagro Adr at 11.2 %: a base by market capitalisation (small), country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Brasilagro Adr that is +8.0 % per year a year over ten years, using the same discount rate (11.2 %) and the same formula as our fair value.
How much growth has Brasilagro (LND) delivered so far?
Over the past 5 years revenue at Brasilagro Adr grew -22.5 % a year. The price currently implies +8.0 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Brasilagro (LND) growing?
The median revenue growth in the sector is +2.9 % a year. That is the yardstick for the growth priced into Brasilagro Adr (+8.0 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Brasilagro (LND)?
The free-cash-flow yield on the price is 16.73 %: that much free cash flow Brasilagro Adr produces per unit of market value. When it exceeds the discount rate of our models (11.2 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Brasilagro (LND)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Brasilagro Adr it is $10.03 per share (as of Sep 23, 2026), against a price of $3.54. It is the blended result of 22 valuation models (cash flow, earnings, asset, dividend).
Is Brasilagro Adr stock overvalued or undervalued in 2026?
As of Sep 23, 2026, LND trades below its calculated fair value: price $3.54, fair value $10.03, a gap of about +183% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of LND?
No. The price is what the market pays today ($3.54); the fair value is what the company's own numbers justify ($10.03). For Brasilagro Adr the two are $6.49 per share apart. That gap is exactly why we show both numbers side by side.
How much is Brasilagro Adr worth?
The market values Brasilagro Adr at about $355M (market capitalisation, as of Sep 23, 2026). Per share that is $3.54; our models calculate a fair value of $10.03 per share.
What do the bullish and bearish scenarios say about LND?
Our models span a range for Brasilagro Adr: cautious scenario $5.37, base $10.03, optimistic $10.03 per share (as of Sep 23, 2026, price $3.54). The range comes from different growth and margin assumptions, not from analyst opinions.
How solid is the balance sheet of Brasilagro (LND)?
Balance-sheet figures for Brasilagro Adr (as of Sep 23, 2026): return on equity −0.7%, debt of 0.24 per unit of equity. They feed the Quality Score of 44/100, which measures business quality independently of the share price.
How far is LND from its 52-week high?
Brasilagro Adr trades at $3.54, about 19% below its 52-week high of $4.37 and 1% above the low of $3.49 (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of $10.03 is for.
Which stocks are comparable to Brasilagro Adr?
From the same area (Consumer Defensive) we also value Archer-Daniels-Midland Company, Muyuan Foods Group, Bunge Global SA, Tyson Foods, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Brasilagro Adr stock attractive at the current price?
The data as of Sep 23, 2026: price $3.54, calculated fair value $10.03 (+183%), Quality Score 44/100, from 22 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of LND calculated?
We run Brasilagro Adr through 22 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $10.03, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0 % above its aggregate fair value. Brasilagro Adr currently trades 183 % below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Brasilagro (LND)?
The closing price on Sep 23, 2026 was $3.54. Our model-based fair value is $10.03, about +183% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Brasilagro Adr right 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 ($5.37). The market is more pessimistic than our downside scenario. A fairly wide model range ($5.37 to $10.03) leaves room in how you read the outcome.
Key figures of Brasilagro Adr
How large is the market capitalisation of Brasilagro (LND)?
The market capitalisation of Brasilagro Adr is $355M. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Brasilagro (LND)?
The price-to-sales ratio of Brasilagro Adr is 0.38 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Brasilagro (LND)?
Earnings per share at Brasilagro Adr are $−0.0300. Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Brasilagro (LND)?
The dividend yield of Brasilagro Adr is 4.0%. Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Brasilagro (LND)?
The net margin of Brasilagro Adr is 15.9% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Brasilagro (LND)?
The return on equity (ROE) of Brasilagro Adr is −0.7% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Brasilagro (LND)?
On an EBIT basis the return on assets of Brasilagro Adr is 6.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Brasilagro (LND)?
The operating margin of Brasilagro Adr is −7.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Brasilagro (LND)?
Revenue at Brasilagro Adr is growing −15.5% versus a year earlier (3y avg −51.9%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Brasilagro (LND)?
Earnings per share at Brasilagro Adr are growing −73.5% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Brasilagro (LND) carry?
The net debt of Brasilagro Adr is $1.2B (fiscal year 2025, ≈ 19.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Some data
Sep 23, 2026