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SOJA3: Future Returns Will Reflect Stock Dividend And Steady Expectations

Update shared on 19 Jan 2026

27 May
R$6.15
AnalystLowTarget's Fair Value
R$7.50
18.0% undervalued intrinsic discount
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1Y
-43.5%
7D
0.7%

Analysts have adjusted their price target on Boa Safra Sementes to reflect updated views on revenue growth, profit margins and future P/E assumptions, which together influence their revised valuation range for the stock.

What's in the News

  • Announced a stock dividend of 1.04862872% for Boa Safra Sementes S.A., with the distribution date set for December 19, 2025 (Key Developments).

Valuation Changes

  • Fair Value: Model fair value remains unchanged at R$9.54, indicating no revision to the central valuation estimate in this update.
  • Discount Rate: The discount rate has edged lower from 18.38% to 18.16%, reflecting a slightly reduced return hurdle in the model.
  • Revenue Growth: The revenue growth assumption has been trimmed from 13.87% to 12.33%, pointing to a more conservative outlook for top line expansion in the forecasts.
  • Net Profit Margin: The net profit margin assumption has eased from 5.10% to 4.59%, incorporating slightly lower expected profitability on future sales.
  • Future P/E: The future P/E multiple has risen from 12.63x to 14.54x, implying a higher valuation multiple applied to the company’s expected earnings.

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Disclaimer

AnalystLowTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystLowTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.