BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Consumer Business Overview

BrasilAgro, established in 2005, focuses on acquiring, developing, and selling agricultural properties in Brazil and Paraguay. The company cultivates grains, sugarcane, and cotton, and engages in cattle raising. With 17 farms across 6 Brazilian states and 1 in Paraguay, BrasilAgro manages a substantial land portfolio, catering to diverse agricultural segments.

What Is the Investment Thesis for LND?

The company's diverse operations across multiple segments, including grains, sugarcane, and cattle raising, provide resilience against commodity price fluctuations. With a dividend yield of 3.93%, BrasilAgro offers an income stream for investors. Key growth catalysts include expansion of cultivated land and increased operational efficiency. However, investors may want to evaluate the risks associated with currency fluctuations and commodity price volatility. The company's negative profit margin of -0.2% warrants careful monitoring, but its gross margin of 29.8% indicates potential for improved profitability.

Based on FMP financials and quantitative analysis

LND Key Highlights

Market Cap of $373M reflects its position as a mid-sized player in the agricultural sector.

• Gross Margin of 29.8% demonstrates its ability to generate profit from its agricultural operations.
• Dividend Yield of 3.93% provides an attractive income stream for investors.
• Beta of 0.16 indicates low volatility compared to the overall market.
• Operations across six segments (Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other) diversifies revenue streams.

Who Are LND's Competitors?

LND is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are LND's Key Strengths?

Extensive land holdings in prime agricultural regions.

• Diversified operations across multiple agricultural segments.
• Integrated business model combining land acquisition, production, and real estate services.
• Experienced management team with a proven track record.

What Are LND's Weaknesses?

Exposure to commodity price volatility.

• Dependence on weather conditions and agricultural cycles.
• Negative profit margin.
• Currency risk associated with operating in Brazil.

What Could Drive LND Stock Higher?

Expansion of cultivated land area through strategic acquisitions.

• Implementation of advanced agricultural technologies to improve operational efficiency.
• Potential for increased demand for agricultural commodities due to global population growth.
• Government support for the agricultural sector in Brazil.

What Are the Key Risks for LND?

Financial-distress signal — its Altman Z-Score of 1.25 sits in the distress zone (elevated bankruptcy risk).

• Negative return on equity (-0.7%) — the business is not currently generating profit on shareholder capital.
• Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
• Exposure to commodity price volatility.
• Dependence on weather conditions and agricultural cycles.
• Changes in government regulations and agricultural policies.
• Increased competition from other agricultural companies.
• Currency risk associated with operating in Brazil.

What Are the Growth Opportunities for LND?

• Expansion of Cultivated Land: BrasilAgro has the opportunity to increase its cultivated land area through strategic acquisitions and development of existing properties. With a total land area of 223,551 hectares of own lands and 51,747 hectares of leased lands, there is potential to further optimize land utilization and increase crop production. The market for agricultural land in Brazil is substantial, with ongoing demand driven by both domestic and international investors. Timeline: Ongoing.
• Increased Operational Efficiency: Implementing advanced agricultural technologies and optimizing farming practices can significantly improve operational efficiency. This includes precision agriculture, improved irrigation systems, and optimized fertilizer application. The adoption of these technologies can lead to higher yields and reduced costs, enhancing profitability. The market for agricultural technology is growing rapidly, with increasing adoption rates among Brazilian farmers. Timeline: Ongoing.
• Diversification of Crop Portfolio: BrasilAgro can diversify its crop portfolio to reduce its reliance on specific commodities and mitigate the impact of price fluctuations. This includes expanding into higher-value crops and exploring new agricultural opportunities. The market for specialty crops is growing, driven by changing consumer preferences and increasing demand for healthier food options. Timeline: 1-3 years.
• Strategic Partnerships: Forming strategic partnerships with other agricultural companies, technology providers, and research institutions can provide access to new markets, technologies, and expertise. This can accelerate growth and enhance competitiveness. The market for agricultural partnerships is active, with ongoing collaborations between companies across the value chain. Timeline: Ongoing.
• Expansion into Value-Added Products: BrasilAgro can expand into the production of value-added agricultural products, such as processed foods and biofuels. This can increase profitability and reduce reliance on commodity prices. The market for value-added agricultural products is growing, driven by increasing consumer demand for convenience and sustainability. Timeline: 3-5 years.

What Are LND's Competitive Advantages?

• Strategic Land Holdings: BrasilAgro's extensive land portfolio in Brazil and Paraguay provides a significant competitive advantage.
• Diversified Operations: The company's involvement in multiple agricultural segments reduces its reliance on any single commodity.
• Integrated Business Model: BrasilAgro's combination of land acquisition, agricultural production, and real estate services creates synergies and efficiencies.
• Established Market Presence: With over 15 years of experience, BrasilAgro has built a strong reputation and network in the Brazilian agricultural sector.

What Does LND Do?

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas, founded in 2005, is a prominent player in the Brazilian agricultural sector. The company specializes in acquiring, developing, exploring, and selling rural properties suitable for agricultural activities. Headquartered in Sao Paulo, Brazil, BrasilAgro operates across six key segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. Its operations encompass the cultivation of various crops, including soybean, corn, sorghum, and cotton, as well as sugarcane. Additionally, the company is involved in the production and sale of beef calves after weaning. BrasilAgro's extensive land portfolio includes 17 farms located in 6 Brazilian states and 1 farm in Paraguay. The company owns 223,551 hectares of land and leases an additional 51,747 hectares. Beyond its core agricultural activities, BrasilAgro engages in the import and export of agricultural products and inputs. It also participates in real estate transactions, including the purchase, sale, and rental of properties in both rural and urban areas. Furthermore, the company provides real estate brokerage services and manages third-party assets, diversifying its revenue streams and enhancing its market presence. BrasilAgro's integrated approach, combining land acquisition, agricultural production, and real estate services, positions it as a significant contributor to the Brazilian agricultural landscape.

What Products and Services Does LND Offer?

• Acquires rural properties suitable for agricultural activities in Brazil and Paraguay.
• Develops and explores acquired properties to enhance their agricultural potential.
• Cultivates various crops, including soybean, corn, sorghum, cotton, and sugarcane.
• Engages in cattle raising, producing and selling beef calves after weaning.
• Imports and exports agricultural products and inputs.
• Purchases, sells, and rents properties, land, and buildings in rural and urban areas.
• Provides real estate brokerage services.
• Manages third-party assets.

How Does LND Make Money?

• Generates revenue from the sale of agricultural commodities, including grains, sugarcane, and cotton.
• Derives income from cattle raising operations, selling beef calves after weaning.
• Earns revenue from real estate transactions, including the purchase, sale, and rental of properties.
• Provides real estate brokerage services for a fee.

What Industry Does LND Operate In?

BrasilAgro operates within the Brazilian agricultural sector, a significant contributor to the country's economy. The industry is characterized by its large-scale production of commodities such as soybeans, corn, and sugarcane. Market trends include increasing demand for agricultural products, driven by population growth and rising incomes in emerging markets. The competitive landscape includes both large multinational corporations and smaller domestic players. BrasilAgro differentiates itself through its focus on land acquisition and development, aiming to increase the value and productivity of its agricultural properties.

Who Are LND's Key Customers?

• Domestic and international buyers of agricultural commodities.
• Meat processing companies and distributors.
• Real estate investors and developers.
• Individuals and companies seeking real estate brokerage services.

Company Profile

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas operates in the Farm Products industry within the Consumer Defensive sector. It is headquartered in São Paulo, Brazil.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Financial Trajectory

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) reported $49.9M in revenue for Q4 FY2026, reflecting 74.6% growth compared to the prior quarter. The company recorded a net loss of $2.7M, with diluted EPS of $-0.03. Quarter-over-quarter revenue has been mixed, typical for a small-cap company operating in Consumer Defensive. Across the four most recent quarters, LND averaged $-0.02 in diluted EPS.

How BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Is Valued

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas carries a market capitalization of $373M, placing it in the small-cap category. Relative to its peer group, LND's quantitative score of 43/100 is roughly in line with the peer average of 52/100.

Return on equity for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas stands at -0.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.4%, showing how much profit it generates from its asset base. Its free cash flow yield is 2.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.47 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -0.8%, the inverse of the P/E and a quick read on earnings relative to price.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 1.25 places it in the distress zone, a signal of elevated financial risk.

Over the past six months, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas insiders filed 11 SEC Form 4 transactions — 2 sales and 9 purchases. On net that is roughly 112K shares acquired (about $412K) — insiders putting money in tends to read as conviction.

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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