Consumer Defensive
MBRF Global Foods Company S.A.(MBRFY)
Live Price
Offline$2.96
-1.00% today
1Y Change
-27.46%
Window
Jun 25, 2025 β Jun 15, 2026
- Market Cap
- $27.37B
- Revenue Growth
- +8.0%
- EPS Growth
- -88.7%
- Dividend Yield
- 14.4%
Coverage: 245 bars Β· Jun 25, 2025 β Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
MBRF Global Foods Company S.A. (MBRFY) is a Consumer Defensive stock with a market cap of $27.37B and listed on OTC. The stock last traded around $2.96 and down 27.5% across the available one-year price window (Jun 25, 2025 β Jun 15, 2026). Baseline metrics include revenue growth of +8.0%, EPS growth of -88.7%, a dividend yield of 14.4%. What stands out right now is revenue +8.0%, EPS -88.7%, free cash flow -15.7% with operating margin 3.4% and ROIC -5.0%. The dividend matters to the case here, with a current yield around 14.4%. Valuation already assumes a fairly strong business story at P/E 76.8 and price/sales 0.2. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines MBRFY 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
+8.0% vs +1.7% peer median
Operating Margin
Below sector median
+3.4% vs +6.6% peer median
P/E
Above sector median
76.8 vs 14.0 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 14, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +8.0% and EPS is at -88.7%, with operating margin around 3.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 14.4%, 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 +2.4% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | β | -4.2% | -5.7% | -15.0% |
2026 Mar 19, 2026 | β | -7.7% | +17.2% | +21.5% |
2025 Nov 13, 2025 | β | +12.0% | -4.5% | -10.0% |
Benchmark Edge
MBRFY vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
MBRFY
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
MBRFY Max Drawdown
-49.81%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for MBRFY and SPY.
Company Overview
MBRF Global Foods Company S.A.
Other OTC
MBRF Global Foods Co. SA engages in the production, processing, and trade of meat products and food made from animal proteins. It operates through the following reportable business segments: Beef and Keystone. The Beef segment engages in marketing, promotion, and export of beef. The Keystone segment is a supplier of processed food made from animal protein to global restaurant chains, with operations concentrated in the United States and Asia. The company was founded by Marcos AntΓ΄nio Molina dos Santos in 1986 and is headquartered in SΓ£o Paulo, Brazil.
- Leadership
- Miguel de Souza Gularte
- IPO Date
- Apr 6, 2011
- Employees
- 130.0k
- Street Address
- SabiA Tower
- Mailing
- SΓ£o Paulo, SP, 05319-000
- Region
- SΓ£o Paulo, SP, BR
- Reporting Currency
- USD
- Investor Line
- 55 11 3792 8600
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 76.8
- EV/EBITDA
- 7.4
- Price/Sales
- 0.2
- Price/Book
- 2.4
Growth
- Revenue
- +8.0%
- EPS
- -88.7%
- Free Cash Flow
- -15.7%
Profitability
- Gross Margin
- 11.9%
- Operating Margin
- 3.4%
- Net Margin
- 0.2%
- ROE
- 4.9%
- ROIC
- -5.0%
Balance Sheet
- Debt/Equity
- 6.59
- Current Ratio
- 1.08
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.