BrasilAgro - Companhia Brasileira de Propriedades Agrícolas logo

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

LND

NYSEConsumer DefensiveAgricultural Farm Products

Previous close

$3.77

+$0.05 · +1.34%

Aug 21, 4:00 PM ET

LND company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

20

Overpriced

Momentum

39

Weakening

Sentiment

53

Mixed

Risk resilience

72

Moderate Risk

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Company profile

Company website

BrasilAgro (LND) is a company dedicated to the agricultural sector, specializing in the identification, development, exploitation, and divestment of rural properties suitable for agricultural ventures across Brazil. The company's operations are structured into six distinct segments: Real Estate, Grains, Sugarcane, Livestock, Cotton, and Other activities. Its agricultural endeavors involve the cultivation of major crops such as soybeans, corn, sorghum, cotton, and sugarcane, as well as the raising and sale of weaned beef calves. BrasilAgro maintains a substantial land footprint, managing 17 farms across six Brazilian states and one farm in Paraguay. This expansive portfolio totals 223,551 hectares of company-owned land and 51,747 hectares of leased acreage. Beyond its core operations, BrasilAgro also handles the import and export of agricultural products and inputs. Additionally, it engages in the purchase, sale, and rental of various real estate holdings—both rural and urban—provides real estate brokerage services, and manages third-party assets. Founded in 2005, the firm is headquartered in Sao Paulo, Brazil.

Industry
Agricultural Farm Products
Sector
Consumer Defensive
Headquarters
BR
CEO
André Guillaumon
Listed since
May 15, 2012
Employees
342

Market position

Day range

Current $3.77

52-week range

Current $3.77

Open
$3.71
Previous close
$3.72
Volume
75.22K
1.33× average
Average volume
56.47K
Average daily volume
Market cap
375.55M USD
Beta
-0.05
Market reference 1
50-day average
$3.636
+3.69% above average
200-day average
$3.8087
-1.01% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
3.23B BRL
P/E (TTM)
-123.32×
P/B (TTM)
0.93×
P/S (TTM)
2.21×
EV / EBITDA
179.45×
Earnings yield
1.16%
Free cash flow yield
2.85%
Dividend yield
3.94%

Profitability & efficiency

Gross margin
26.46%
Operating margin
-3.37%
Net margin
-1.72%
Return on equity
1.11%
Return on assets
0.63%
Return on invested capital
0.14%

Financial health

Debt / equity
0.71×
Current ratio
1.79×
Altman Z-score
0.96
Piotroski F-score
4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends64%35%6%-23%Gross margin, FY2021: -5.00%Gross margin, FY2022: 56.68%Gross margin, FY2023: 32.76%Gross margin, FY2024: 30.63%Gross margin, FY2025: 36.76%Operating margin, FY2021: -15.45%Operating margin, FY2022: 50.42%Operating margin, FY2023: 22.95%Operating margin, FY2024: 18.24%Operating margin, FY2025: 3.24%Net margin, FY2021: 44.36%Net margin, FY2022: 38.00%Net margin, FY2023: 22.35%Net margin, FY2024: 22.28%Net margin, FY2025: 15.88%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 -5.00%. Gross margin FY2022 56.68%. Gross margin FY2023 32.76%. Gross margin FY2024 30.63%. Gross margin FY2025 36.76%. Operating margin FY2021 -15.45%. Operating margin FY2022 50.42%. Operating margin FY2023 22.95%. Operating margin FY2024 18.24%. Operating margin FY2025 3.24%. Net margin FY2021 44.36%. Net margin FY2022 38.00%. Net margin FY2023 22.35%. Net margin FY2024 22.28%. Net margin FY2025 15.88%.

Income trends

Revenue

151.91M BRL-85.08%

Operating income

4.93M BRL-97.35%

Net income

24.12M BRL-89.37%
Income trends across reported periods1.52B BRL925.01M BRL333.22M BRL−258.57M BRLRevenue, FY2021: 716.05M BRLRevenue, FY2022: 1.37B BRLRevenue, FY2023: 1.2B BRLRevenue, FY2024: 1.02B BRLRevenue, FY2025: 151.91M BRLOperating income, FY2021: −110.63M BRLOperating income, FY2022: 690.18M BRLOperating income, FY2023: 275.82M BRLOperating income, FY2024: 185.81M BRLOperating income, FY2025: 4.93M BRLNet income, FY2021: 317.65M BRLNet income, FY2022: 520.1M BRLNet income, FY2023: 268.54M BRLNet income, FY2024: 226.87M BRLNet income, FY2025: 24.12M BRLFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 716.05M BRL. Revenue FY2022 1.37B BRL. Revenue FY2023 1.2B BRL. Revenue FY2024 1.02B BRL. Revenue FY2025 151.91M BRL. Operating income FY2021 −110.63M BRL. Operating income FY2022 690.18M BRL. Operating income FY2023 275.82M BRL. Operating income FY2024 185.81M BRL. Operating income FY2025 4.93M BRL. Net income FY2021 317.65M BRL. Net income FY2022 520.1M BRL. Net income FY2023 268.54M BRL. Net income FY2024 226.87M BRL. Net income FY2025 24.12M BRL.
Metric (BRL)FY2025FY2024FY2023FY2022FY2021
Revenue151.91M BRL1.02B BRL1.2B BRL1.37B BRL716.05M BRL
Cost of goods sold96.07M BRL706.52M BRL807.99M BRL592.92M BRL201.8M BRL
Gross profit55.84M BRL311.89M BRL393.74M BRL775.93M BRL−35.82M BRL
Selling, general, and administrative19.16M BRL101.72M BRL92.3M BRL81.82M BRL74.8M BRL
Operating expenses50.91M BRL126.08M BRL117.92M BRL85.75M BRL97.41M BRL
Interest income3.62M BRL31.22M BRL50.27M BRL69.74M BRL1.74M BRL
Interest expense24.29M BRL67.22M BRL51.53M BRL68.04M BRL20.49M BRL
Depreciation and amortization13.1M BRL80.18M BRL88.49M BRL82.61M BRL110M BRL
Operating income4.93M BRL185.81M BRL275.82M BRL690.18M BRL−110.63M BRL
Net income24.12M BRL226.87M BRL268.54M BRL520.1M BRL317.65M BRL

Company facts updated Aug 24, 2026.

Earnings

Latest EPS result
-0.03

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly EPS actual values compared with estimates0.480.270.06-0.15Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Q3 2024, reported Sep 3, 2024: actual 0.44, estimate —, surprise —, Comparison unavailable. Q4 2024, reported Nov 6, 2024: actual 0.17, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Feb 6, 2025: actual -0.03, estimate —, surprise —, Comparison unavailable. Q2 2025, reported May 7, 2025: actual -0.002, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 3, 2025: actual 0.11, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Nov 6, 2025: actual -0.11, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Feb 5, 2026: actual 0.005, estimate —, surprise —, Comparison unavailable. Q2 2026, reported May 7, 2026: actual -0.027, estimate —, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates91.14M68.74M46.35M23.96MQ3 '24No estimateQ4 '24No estimateQ1 '25No estimateQ2 '25No estimateQ3 '25No estimateQ4 '25No estimateQ1 '26BeatQ2 '26Miss
Q3 2024, reported Sep 3, 2024: actual 84.59M USD, estimate —, surprise —, Comparison unavailable. Q4 2024, reported Nov 6, 2024: actual 86.47M USD, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Feb 6, 2025: actual 73M USD, estimate —, surprise —, Comparison unavailable. Q2 2025, reported May 7, 2025: actual 29.16M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 3, 2025: actual 28.19M USD, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Nov 6, 2025: actual 56.91M USD, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Feb 5, 2026: actual 35.39M USD, estimate 31.32M USD, surprise +13.00%, Beat. Q2 2026, reported May 7, 2026: actual 28.27M USD, estimate 29.28M USD, surprise -3.43%, Miss.

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