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Recent

v0.1
LND$3.81+1.06%
Fair $3.81+0.0%

LND

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

Consumer Defensive / Farm ProductsNYSE

$3.81

+0.04 (+1.06%)

Fairly Valued+0.0%Fair Value $3.81Fund rank 31/100 · Data gapFallback financials|
SA 41/C
F-Score: 2/9
Declining RevenueMargin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $95.0M · quality 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · LNDLocal privado en este navegador · BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$380M

P/E

1.7x

↓

EV/EBITDA

3.7x

↓

ROE

10.4%

↑

Gross Margin

30.6%

↑

Debt/Equity

0.48

↑
52-Week Range$4
$3$4

TradingView lightweight chart

LND price, volumen y niveles de valoración

Último $3.810Periodo -1.3%
Fair value: $3.810

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+13.7%

FCF CAGR

-51.8%

FCF margin

1.1%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.02B · net income $226.9M · FCF $11.0M

2021-FY → 2024-FY

Gross margin

30.6%-40.3% pts

Operating margin

19.0%-40.7% pts

Net margin

22.3%-23.5% pts

FCF margin

1.1%-13.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.02B$1.02B$1.20B$1.37B$693.3M
Net Income$226.9M$226.9M$268.5M$520.1M$317.6M
EBITDA$338.9M$338.9M$421.7M$788.0M$436.8M
EPS2.212.212.625.23—
Gross Margin30.6%30.6%32.8%56.7%70.9%
Operating Margin19.0%19.0%22.9%49.9%59.6%
Net Margin22.3%22.3%22.3%38.0%45.8%
Balance Sheet
Debt/Equity0.480.480.400.320.40
Current Ratio1.471.47———
Cash Flow
Free Cash Flow$11.0M$11.0M$95.0M$154.3M$98.7M
Returns
ROE10.4%10.4%12.2%23.5%14.6%
Valuation
P/E1.721.722.050.90—
EV/EBITDA3.733.732.470.930.91
P/B0.180.180.250.210.27
Growth & Yield
Revenue Growth-15.3%-15.3%-12.2%97.4%—
EPS Growth-15.8%-15.8%-49.9%——
Dividend Yield3.7%3.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-46.5%

fácil

EPS terminal req.

$0.34

Spread vs growth

30.7%

5Y implied EPS CAGR

-28.6%

fácil

EPS terminal req.

$0.41

Spread vs growth

12.9%

10Y implied EPS CAGR

-11.4%

fácil

EPS terminal req.

$0.66

Spread vs growth

-4.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +4.5%

Total return

+4.5%

Start / end P/E

1.4x → 1.7x

EPS bridge

2.62 → 2.21

Residual

-3.1%

EPS growth-15.8%
Multiple rerating+19.7%
Dividend+3.7%
Residual / FX / buybacks / cross-term-3.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.