M. Dias Branco S.A. Indústria e Comércio de Alimentos (BVMF:MDIA3) Analysts Are Cutting Their Estimates: Here's What You Need To Know
May 14
Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis
UpdatedMay 17, 2024
DataAggregated Company Financials
Companies9
- 7D9.3%
- 3M20.8%
- 1Y49.2%
- YTDn/a
In the last week, the Packaged Foods and Meats industry is up 9.3%, with JBS up 16%. This takes the industry's 12 month performance to a gain of 49%. Looking forward, earnings are forecast to grow by 45% annually.
Industry Valuation and Performance
Has the Brazilian Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 18 May 2024 | R$132.9b | R$585.3b | R$3.0b | 21.3x | 44x | 0.2x |
| Mon, 15 Apr 2024 | R$113.1b | R$581.9b | -R$2,223,350,000.00 | 18.1x | -50.9x | 0.2x |
| Wed, 13 Mar 2024 | R$116.1b | R$584.2b | -R$4,668,396,000.00 | 28.4x | -24.9x | 0.2x |
| Fri, 09 Feb 2024 | R$114.5b | R$582.4b | -R$6,071,032,000.00 | 10.8x | -18.9x | 0.2x |
| Sun, 07 Jan 2024 | R$111.6b | R$584.2b | -R$6,052,631,000.00 | 16x | -18.4x | 0.2x |
| Tue, 05 Dec 2023 | R$117.2b | R$584.2b | -R$6,052,631,000.00 | 15.7x | -19.4x | 0.2x |
| Thu, 02 Nov 2023 | R$97.0b | R$592.3b | R$2.0b | 10.9x | 47.7x | 0.2x |
| Sat, 30 Sep 2023 | R$92.2b | R$592.1b | R$2.1b | 11x | 44.3x | 0.2x |
| Mon, 28 Aug 2023 | R$93.4b | R$592.1b | R$2.1b | 10.7x | 44.9x | 0.2x |
| Wed, 26 Jul 2023 | R$89.5b | R$597.6b | R$12.3b | 7.8x | 7.3x | 0.1x |
| Fri, 23 Jun 2023 | R$90.0b | R$597.5b | R$12.5b | 7.6x | 7.2x | 0.2x |
| Sun, 21 May 2023 | R$80.4b | R$597.2b | R$12.5b | 7.2x | 6.4x | 0.1x |
| Tue, 18 Apr 2023 | R$73.0b | R$589.9b | R$19.5b | 5.4x | 3.8x | 0.1x |
| Thu, 16 Mar 2023 | R$79.4b | R$593.6b | R$23.7b | 6.9x | 3.3x | 0.1x |
| Sat, 11 Feb 2023 | R$80.1b | R$578.9b | R$26.9b | 6.4x | 3x | 0.1x |
| Mon, 09 Jan 2023 | R$88.8b | R$578.6b | R$26.8b | 5.9x | 3.3x | 0.2x |
| Wed, 07 Dec 2022 | R$88.8b | R$578.5b | R$26.8b | 7x | 3.3x | 0.2x |
| Fri, 04 Nov 2022 | R$107.3b | R$556.7b | R$31.5b | 7.4x | 3.4x | 0.2x |
| Sun, 02 Oct 2022 | R$106.1b | R$556.2b | R$31.5b | 6.7x | 3.4x | 0.2x |
| Tue, 30 Aug 2022 | R$126.2b | R$556.2b | R$31.5b | 7.8x | 4x | 0.2x |
| Thu, 28 Jul 2022 | R$129.7b | R$533.4b | R$29.6b | 7.7x | 4.4x | 0.2x |
| Sat, 25 Jun 2022 | R$126.6b | R$533.2b | R$29.6b | 8.5x | 4.3x | 0.2x |
| Mon, 23 May 2022 | R$131.5b | R$532.8b | R$29.5b | 9.6x | 4.5x | 0.2x |
| Wed, 20 Apr 2022 | R$146.0b | R$509.8b | R$28.1b | 11.4x | 5.2x | 0.3x |
| Fri, 18 Mar 2022 | R$147.8b | R$488.1b | R$25.7b | 10.9x | 5.8x | 0.3x |
| Sun, 13 Feb 2022 | R$148.4b | R$479.7b | R$25.6b | 13.1x | 5.8x | 0.3x |
| Tue, 11 Jan 2022 | R$144.5b | R$479.4b | R$25.6b | 12.7x | 5.6x | 0.3x |
| Thu, 09 Dec 2021 | R$140.5b | R$479.4b | R$25.6b | 12.7x | 5.5x | 0.3x |
| Sat, 06 Nov 2021 | R$166.3b | R$453.7b | R$21.8b | 14.3x | 7.6x | 0.4x |
| Mon, 04 Oct 2021 | R$162.0b | R$446.5b | R$20.8b | 12.5x | 7.8x | 0.4x |
| Wed, 01 Sep 2021 | R$142.4b | R$446.5b | R$20.8b | 11.7x | 6.8x | 0.3x |
| Thu, 08 Jul 2021 | R$139.1b | R$446.5b | R$20.8b | 12.9x | 6.7x | 0.3x |
Price to Earnings Ratio
6.9x
Current Industry PE
- Investors are optimistic on the Brazilian Packaged Foods and Meats industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 44.0x which is higher than its 3-year average PE of 2.1x.
- The industry is trading close to its 3-year average PS ratio of 0.22x.
Past Earnings Growth
- The earnings for companies in the Packaged Foods and Meats industry have declined 47% per year over the last three years.
- Meanwhile revenues for these companies have grown 11% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does Brazilian Packaged Foods and Meats compare with similar industries?
| BR Market | 0.54% | |
| Consumer Staples | 4.08% | |
| Food | 8.07% | |
| Packaged Foods and Meats | 9.32% | |
| Agricultural Products | -0.19% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| JBSS3 JBS | R$29.19 | 18.6% +R$10.1b | 71.7% | PE31.8x | |
| BRFS3 BRF | R$19.36 | 5.7% +R$1.7b | 136.4% | PS0.6x | |
| MRFG3 Marfrig Global Foods | R$11.52 | 15.8% +R$1.5b | 66.7% | PS0.08x | |
| MDIA3 M. Dias Branco Indústria e Comércio de Alimentos | R$35.57 | 3.9% +R$443.9m | -10.7% | PE12.3x | |
| BEEF3 Minerva | R$6.87 | 8.4% +R$311.0m | -32.6% | PE40.2x |
