BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR is a Brazil-based agricultural real estate and farming company focused on acquiring, developing, operating, and selling rural properties suitable for agricultural use. Its activities span multiple operating segments, including real estate, grains, sugarcane, livestock, cotton, and other farming-related businesses. The company cultivates crops such as soybeans, corn, sugarcane, sesame, sorghum, beans, and cotton, and it also produces and sells beef calves after weaning. In addition, BrasilAgro is involved in the import and export of agricultural, livestock, and forestry inputs and services, along with the purchase, sale, lease, and brokerage of rural and urban properties. Headquartered in São Paulo, Brazil, BrasilAgro plays a specialized role in the agricultural sector by combining farmland development with diversified crop and livestock operations.
$3.59
+$0.01 (+0.28%)
EOD Oct 16, 2026
The business is unprofitable at the operating level (-5.22% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue declined 15.5% YoY. Margins deteriorated 25.7pp alongside, both lines moving the wrong way.
Net debt of BRL 1.25B represents 21.9x FCF, leverage limits flexibility. Operating margin contracted 25.7pp YoY, cost discipline may be slipping.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
BRL 894M
▼ -15.5% YoY
Net Income (TTM)
-BRL 90M
Op. Margin
-5.22%
▼ -25.7pp YoY
ROIC
-1.07%
Cash Flow & Balance Sheet
FCF (TTM)
BRL 57M
Op. Cash Flow (TTM)
BRL 121M
▲ +189.4% YoY
Net Debt
BRL 1.25B
Cash & Equiv.
BRL 185M
3Y CAGR: -9.4%
3Y CAGR: -28.3%
Continue Research
Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR (LND) overvalued?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR (LND) trades above a two-stage DCF intrinsic value of about BRL -2.62 per share, so at BRL 3.59 the stock looks overvalued (172.9% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR scores 12/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about BRL -2.62 per share for LND, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around BRL -1.96. At today's BRL 3.59, that puts the stock about 172.9% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR a high-quality business?+
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR scores 12 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a -5.2% operating margin and a -1.1% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR a good stock to buy right now?+
That depends on valuation and quality together, not either alone. LND currently trades above its estimated intrinsic value and scores 12/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.