BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) trades at $3.63 with AI Score 55/100 (Grade B). BrasilAgro - Companhia Brasileira de Propriedades Agrícolas acquires, develops, explores, and sells rural properties for agricultural activities in Brazil. Market cap: $362.10M, Sector: Consumer defensive.
Price live · AI analysis from May 7, 2026Analyst Coverage for LND: LND does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates LND against Consumer Defensive peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
LND: 2/7 perspectives are bearish. Dominant signal: Ken Griffin bearish.
How is this calculated? →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?
BrasilAgro presents a compelling investment case due to its strategic focus on agricultural land acquisition and development in Brazil, a country with significant agricultural potential. 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 $362.10M 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FSRCY First Resources Limited | $238.46 | +0.00% | $3.69B | 64 |
| FTROF First Resources Limited | $1.80 | -20.35% | $2.79B | 64 |
| CALM Cal-Maine Foods, Inc. | $83.98 | +0.16% | $3.98B | 64 |
| UOLI Uonlive Corporation | $5.75 | +0.00% | 63 | |
| ESGH ESG Inc. | $1.79 | +0.00% | $46.39M | 55 |
| MRVSY Minerva S.A. | $2.92 | -1.02% | $720.83M | 55 |
| STNT Stevia Nutra Corp | $6.37 | +0.00% | $162.45M | 56 |
| PPLFY PT Perusahaan Perkebunan London Sumatra Indonesia Tbk | $3.84 | +0.00% | $523.77M | 56 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
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 0.93 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-0.7%) — the business is not currently generating profit on shareholder capital.
- 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 Opportunities Does LND Have?
- Expansion of cultivated land area.
- Increased operational efficiency through technology adoption.
- Diversification of crop portfolio.
- Strategic partnerships with other agricultural companies.
What Threats Does LND Face?
- Fluctuations in commodity prices.
- Changes in government regulations and agricultural policies.
- Increased competition from other agricultural companies.
- Adverse weather conditions and climate change.
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 Agricultural Farm Products industry within the Consumer Defensive sector. It is headquartered in São Paulo, BR. The company is led by CEO André Guillaumon. LND has traded publicly since 2012.
How BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Is Valued
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas carries a market capitalization of $362.10M, placing it in the small-cap category. Relative to its peer group, LND's quantitative score of 55/100 is roughly in line with the peer average of 62/100.
ROE -1%Key Financial Metrics
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 2.4%, 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.
F-Score 4/9Financial Health
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.93 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project BrasilAgro - Companhia Brasileira de Propriedades Agrícolas revenue of about $1.13B for fiscal 2026, with EPS near $0.00.
LND Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in BrasilAgro's future, indicating management believes in the company's growth potential.
- Community sentiment has turned more positive, with discussions highlighting the company's strong land assets and agricultural potential in Brazil.
- Market perception is buoyed by favorable weather conditions, which are critical for agricultural yields and could enhance profitability.
- Investors are optimistic about Brazil's agricultural exports, positioning BrasilAgro as a key player in a growing market.
Bear Case
- Concerns over regulatory challenges in Brazil's agricultural sector may impact operational efficiency and profitability.
- Community discussions reflect apprehension about fluctuating commodity prices, which could affect margins for agricultural companies like BrasilAgro.
- Recent reports suggest potential land acquisition challenges, raising questions about the company's ability to expand its portfolio.
- Market sentiment remains cautious due to broader economic uncertainties in Brazil, which could hinder growth prospects for the agricultural sector.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
LND Latest News
No recent news available for LND.
LND Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LND.
Price Targets
Wall Street price target analysis for LND.
LND MoonshotScore
What does this score mean?
The MoonshotScore rates LND's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry Agricultural Farm ProductsLeadership: André Guillaumon
CEO
André Guillaumon is the CEO of BrasilAgro - Companhia Brasileira de Propriedades Agrícolas. His background includes extensive experience in the agricultural sector, with a focus on land management, crop production, and business development. He has held various leadership positions in agricultural companies, demonstrating his expertise in driving growth and improving operational efficiency. His educational background includes a degree in agricultural engineering and an MBA from a leading business school.
Track Record: Under André Guillaumon's leadership, BrasilAgro has focused on expanding its land portfolio and improving its operational efficiency. He has overseen the implementation of new technologies and farming practices, leading to increased yields and reduced costs. He has also played a key role in diversifying the company's crop portfolio and expanding into new markets.
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas ADR Information
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. LND, as an ADR, allows U.S. investors to invest in BrasilAgro without the complexities of cross-border transactions. The ADR is denominated in U.S. dollars, simplifying trading and reporting for U.S. investors. Each LND ADR represents a specific number of shares of BrasilAgro traded on the Brazilian stock exchange.
- Home Market Ticker: B3 (Brasil Bolsa Balcão), São Paulo, Brazil
LND Consumer Defensive Stock FAQ
What does BrasilAgro - Companhia Brasileira de Propriedades Agrícolas do?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas is engaged in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil and Paraguay. The company operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. It cultivates crops such as soybean, corn, sorghum, cotton, and sugarcane, and is also involved in cattle raising. The company's business model focuses on maximizing the value of its land holdings through efficient agricultural production and strategic real estate transactions, contributing to the Brazilian agricultural sector.
What do analysts say about LND stock?
Analyst coverage of LND stock is limited, given its status as a Level I ADR trading on the OTC market. However, analysts generally view BrasilAgro as a company with significant potential due to its strategic land holdings and diversified operations. Key valuation metrics include its market capitalization, gross margin, and dividend yield. Growth considerations include the company's ability to expand its cultivated land area, improve operational efficiency, and capitalize on increasing demand for agricultural commodities. Investors should conduct their own due diligence and consider their risk tolerance before investing.
What are the main risks for LND?
The main risks for LND include 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, and currency risk associated with operating in Brazil. Commodity price fluctuations can significantly impact the company's revenue and profitability. Adverse weather conditions can reduce crop yields and disrupt operations. Changes in government policies can affect the company's ability to acquire and develop land. Currency fluctuations can impact the value of its earnings when translated back into USD.
What are the key factors to evaluate for LND?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) holds an AI score of 55/100 (moderate). Not financial advice.
How frequently does LND data refresh on this page?
LND prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven LND's recent stock price performance?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Extensive land holdings in prime agricultural regions. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LND overvalued or undervalued right now?
Valuing BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying LND?
Before investing in BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
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- Information is based on available data and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial situation.