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Overvaluation Will Drive Margin Erosion In Beef Industry

Published
18 Jan 25
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
R$24.57
28.5% undervalued intrinsic discount
03 Oct
R$17.56
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1Y
33.6%
7D
-6.9%

Author's Valuation

R$24.5728.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 3.03%

Analysts have increased their price target for Marfrig Global Foods to R$24.57 from R$23.85. This change is attributed to adjustments in discount rates, revised growth projections, and updated profit margin expectations.

Shared on12 Sep 25
Fair value Increased 4.34%

The upward revision in Marfrig Global Foods' analyst price target reflects optimism despite a sharply higher future P/E and a significantly reduced net profit margin, with fair value now at R$23.85. What's in the News Added to Brazil Mid-Large Cap Index.

Shared on01 May 25
Fair value Increased 11%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 18%

Shared on26 Mar 25
Fair value Decreased 0.85%

AnalystConsensusTarget has increased revenue growth from 5.2% to 8.5%, increased profit margin from 0.1% to 3.3% and decreased future PE multiple from 150.6x to 4.5x.

Shared on19 Mar 25
Fair value Decreased 1.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 13%

AnalystConsensusTarget has increased profit margin from 0.0% to 0.1% and decreased future PE multiple from 226.2x to 154.9x.