Loading...
Back to narrative

SOJA3: Stock Dividend And Stable Outlook Will Support Bullish Returns

Update shared on 16 Mar 2026

Fair value Decreased 1.14%
10 Jun
R$6.31
AnalystConsensusTarget's Fair Value
R$10.14
37.8% undervalued intrinsic discount
Loading
1Y
-42.1%
7D
3.3%

Analysts have trimmed their price target on Boa Safra Sementes from R$12.09 to R$11.95, reflecting slightly updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations.

What's in the News

  • Boa Safra Sementes plans a stock dividend of 1.04862872% scheduled for Dec 19, 2025, which will be paid in shares rather than cash (Key Developments).

Valuation Changes

  • Fair Value: Trimmed slightly from R$12.09 to R$11.95 per share, reflecting small tweaks to key assumptions in the model.
  • Discount Rate: Adjusted marginally from 18.16% to 18.09%, indicating a very small change in the required return used in the valuation.
  • Revenue Growth: Kept broadly in line at 10.69%, so there is effectively no change to the top line growth outlook in the model.
  • Net Profit Margin: Eased slightly from 5.65% to 5.61%, implying a modestly more conservative view on future profitability.
  • Future P/E: Reduced a touch from 15.66x to 15.55x, suggesting a slightly lower valuation multiple being applied to expected earnings.

Have other thoughts on Boa Safra Sementes?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget 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 AnalystConsensusTarget 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 AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.