Consumer Defensive
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas(LND)
Live Price
Offline$3.57
-1.65% today
1Y Change
-3.77%
Window
Jun 25, 2025 → Jun 18, 2026
- Market Cap
- $1.85B
- Revenue Growth
- +3.8%
- EPS Growth
- -39.0%
- Dividend Yield
- 4.0%
Coverage: 247 bars · Jun 25, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is a Consumer Defensive stock with a market cap of $1.85B and listed on NYSE. The stock last traded around $3.57 and down 3.8% across the available one-year price window (Jun 25, 2025 → Jun 18, 2026). Baseline metrics include revenue growth of +3.8%, EPS growth of -39.0%, a dividend yield of 4.0%. What stands out right now is revenue +3.8%, EPS -39.0%, free cash flow +438.6% with operating margin -0.7% and ROIC -0.0%. The dividend matters to the case here, with a current yield around 4.0%. Valuation is more restrained than many high-expectation growth names at price/sales 2.1. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines LND price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+3.8% vs +1.7% peer median
Operating Margin
Below sector median
-0.7% vs +6.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 7, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +3.8% and EPS is at -39.0%, with operating margin around -0.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 4.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Δ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 7, 2026 | — | -0.8% | -0.8% | -4.4% |
2026 Feb 5, 2026 | — | +2.4% | +1.3% | +7.7% |
2025 Nov 6, 2025 | — | -1.3% | -1.3% | +1.1% |
Benchmark Edge
LND vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LND
—
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LND Max Drawdown
-18.31%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LND and SPY.
Company Overview
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
New York Stock Exchange
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil. The company operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. It is involved in the cultivation of soybean, corn, sorghum, and cotton, as well as sugarcane; and production and sale of beef calves after weaning. The company has 17 farms in 6 Brazilian states and 1 farm in Paraguay with a total area of 223,551 hectares of own lands and 51,747 hectares of leased lands. It also imports and exports agricultural products and inputs; purchases, sells, and/or rents properties, land, buildings, and real estate in rural and/or urban areas; provides real estate brokerage services; and manages third-party assets. The company was incorporated in 2005 and is headquartered in Sao Paulo, Brazil.
- Leadership
- André Guillaumon
- IPO Date
- May 15, 2012
- Employees
- 342
- Street Address
- Avenida Brigadeiro Faria Lima, 1.309
- Mailing
- São Paulo, SP, 01452-002
- Region
- São Paulo, SP, BR
- Reporting Currency
- USD
- Investor Line
- 55 11 3035 5350
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- —
- EV/EBITDA
- 15.7
- Price/Sales
- 2.1
- Price/Book
- 0.9
Growth
- Revenue
- +3.8%
- EPS
- -39.0%
- Free Cash Flow
- +438.6%
Profitability
- Gross Margin
- 29.8%
- Operating Margin
- -0.7%
- Net Margin
- -0.2%
- ROE
- -0.1%
- ROIC
- -0.0%
Balance Sheet
- Debt/Equity
- 0.64
- Current Ratio
- 1.61
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.