Brasilagro owns and operates Brazilian farmland and farms it directly, growing soybeans, corn, cotton and sugarcane across its own estates, with a smaller land-sales and leasing business. Its appeal rests on the land itself: scarce, productive acreage in Brazil's agricultural interior that has historically held value against inflation and can be sold or leased to fund the operation. The near-term story, though, is weak. Revenue fell 15.0% over the last year, and the operating margin of -8.1% means the farming business is losing money at the operating line, with ROE at -4.3%. The forward P/E of 16.4 implies the market expects earnings to recover, so the question for a deeper look is whether a turnaround in crop prices, input costs or land sales is visible in the company's own disclosures before the ADR is worth more of our attention.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 13:04 CEST | Fair value | $1.33 | $2.73 | $3.66 |
| 21 Oct 2026, 13:04 CEST | Rating | Overvalued | first publication | $3.66 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $3.70 | first publication | $3.77 |
| 7 Oct 2026, 00:00 CEST | Fair value | $2.73 | $2.61 | $3.70 |
| 5 Oct 2026, 00:00 CEST | Fair value | $2.61 | $2.64 | $3.51 |
| 25 Sept 2026, 00:00 CEST | Fair value | $2.64 | $2.67 | $3.54 |
| 17 Sept 2026, 00:00 CEST | Fair value | $2.67 | $2.73 | $3.58 |
| 14 Sept 2026, 00:00 CEST | Fair value | $2.73 | $2.86 | $3.71 |
| 12 Sept 2026, 00:00 CEST | Fair value | $2.86 | $4.12 | $3.82 |
| 9 Sept 2026, 00:00 CEST | Fair value | $4.12 | $3.28 | $3.79 |
Answered from Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| LND Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) | $3.60 | $1 | 170% above | - | -4.3% | 27 | 23 |
| CAMANCHACA.SN Pes Camanchaca | CLP 86.42 | - | - | 7.6x | 12.1% | 61 | 74 |
| VITL Vital Farms Inc. Common Stock | $9.41 | - | - | - | 0.1% | 42 | 31 |
| VFF Village Farms International Inc. Common Shares | $2.71 | $4 | 34% below | 15.1x | 7.5% | 71 | 57 |
| AFRI Forafric Global PLC Ordinary Shares | $12.07 | - | - | - | -202.2% | 13 | 31 |
| 2003.T Nitto Fuji Flour Milling Co.,Ltd. | ¥1957.00 | - | - | 21.7x | 6.7% | 52 | 44 |
| ALCO Alico Inc. Common Stock | $37.08 | $19 | 94% above | 177.0x | 0.7% | 45 | 45 |
Where LND ranks against its sector peers on each metric.