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Boa Safra Sementes S.A.Informe acción BOVESPA:SOJA3

Capitalización bursátil R$898.6m
Precio de las acciones
R$6.37
R$12
46.9% infravalorado descuento intrínseco
1Y-41.5%
7D-5.3%
Valor de la cartera
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Boa Safra Sementes S.A.

Informe acción BOVESPA:SOJA3

Capitalización de mercado: R$898.6m

SOJA3 Community Fair Values

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Competidores de Boa Safra Sementes S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Boa Safra Sementes
Precios históricos de las acciones
Precio actual de la acciónR$6.37
Máximo en las últimas 52 semanasR$11.62
Mínimo de 52 semanasR$6.26
Beta0.20
Cambio en 1 mes-11.65%
Variación en 3 meses-22.13%
Cambio de 1 año-41.51%
Variación en 3 años-43.54%
Variación en 5 años-58.79%
Variación desde la OPV-53.93%

Noticias y actualizaciones recientes

Actualización de narrativa May 12

SOJA3: Future Margin Resilience And Meeting Outcome Will Support Bullish Outlook

Analysts have revised their fair value estimate for Boa Safra Sementes from R$11.10 to approximately R$10.14, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Boa Safra Sementes has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, which could bring changes to its corporate or capital structure (Key Developments).
Actualización de narrativa Apr 28

SOJA3: Higher Revenue Outlook Will Support Repricing Despite Softer Margins

Analysts have adjusted their price target on Boa Safra Sementes to R$12.00, reflecting updated assumptions around a lower discount rate, higher revenue growth expectations, slightly softer profit margins, and a reduced future P/E multiple. Valuation Changes Fair Value: revised from R$14.79 to R$12.00, a reduction of about 19%.

Recent updates

Actualización de narrativa May 12

SOJA3: Future Margin Resilience And Meeting Outcome Will Support Bullish Outlook

Analysts have revised their fair value estimate for Boa Safra Sementes from R$11.10 to approximately R$10.14, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and future P/E. What's in the News Boa Safra Sementes has scheduled a Special and Extraordinary Shareholders Meeting for May 20, 2026, which could bring changes to its corporate or capital structure (Key Developments).
Actualización de narrativa Apr 28

SOJA3: Higher Revenue Outlook Will Support Repricing Despite Softer Margins

Analysts have adjusted their price target on Boa Safra Sementes to R$12.00, reflecting updated assumptions around a lower discount rate, higher revenue growth expectations, slightly softer profit margins, and a reduced future P/E multiple. Valuation Changes Fair Value: revised from R$14.79 to R$12.00, a reduction of about 19%.
Actualización de narrativa Apr 14

SOJA3: Higher Required Return Will Still Support Bullish Dividend Outlook

Analysts have reduced their price target on Boa Safra Sementes from R$11.95 to R$11.10, citing more conservative assumptions on revenue growth and margins, along with a slightly higher discount rate, partially offset by a modestly higher future P/E multiple. Valuation Changes Fair value: reduced slightly from R$11.95 to R$11.10 per share.
Artículo de análisis Apr 01

Why Boa Safra Sementes' (BVMF:SOJA3) Shaky Earnings Are Just The Beginning Of Its Problems

Last week's earnings announcement from Boa Safra Sementes S.A. ( BVMF:SOJA3 ) was disappointing to investors, with a...
Actualización de narrativa Mar 30

SOJA3: Higher Future P/E Will Support Repricing Despite Revised Assumptions

Analysts have trimmed their price target for Boa Safra Sementes from R$15.10 to about R$14.79, citing updates to fair value estimates that reflect revised assumptions for future revenue growth, profit margins, and a higher expected P/E multiple. Valuation Changes Fair Value: Revised from R$15.10 to about R$14.79, a small reduction in the central valuation estimate.
Actualización de narrativa Mar 16

SOJA3: Stock Dividend And Stable Outlook Will Support Bullish Returns

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).
Actualización de narrativa Mar 02

SOJA3: Future Returns Will Benefit From Stock Dividend And Profitability Assumptions

Analysts have trimmed their R$ price target for Boa Safra Sementes, reflecting updated assumptions that combine a slightly lower discount rate with more moderate revenue growth expectations, a modestly higher profit margin and a marginally lower future P/E. What's in the News Boa Safra Sementes has a stock dividend of 1.04862872% scheduled for Dec-19-2025, classified as a Stock Dividends <5% event (Key Developments).
Actualización de narrativa Feb 16

SOJA3: Stock Dividend Will Support Higher Future P/E Repricing

Analysts have revised their price target on Boa Safra Sementes to R$15.10 from R$20.44, reflecting updated views on fair value, expected revenue growth, profit margins, and a higher assumed future P/E multiple. What's in the News Boa Safra Sementes has announced a stock dividend of 1.04862872% scheduled for Dec-19-2025, which will be paid in shares rather than cash (Key Developments).
Actualización de narrativa Feb 02

SOJA3: Stock Dividend Will Support Bullish Long Term Equity Returns

Analysts have reduced their price target for Boa Safra Sementes to reflect a fair value adjustment from about R$15.27 to roughly R$12.09, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Boa Safra Sementes has scheduled a stock dividend of 1.04862872% for Dec-19-2025, offering existing shareholders additional shares in the company (Key Developments).
Actualización de narrativa Jan 19

SOJA3: Future Returns Will Reflect Stock Dividend And Steady Expectations

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).
Actualización de narrativa Jan 05

SOJA3: Future Returns Will Reflect Modest Payouts And Stable Expectations

Analysts have modestly trimmed their price target on Boa Safra Sementes to R$9.54 from R$10.00, citing slightly lower fair value assumptions, even though revenue growth and profit margin forecasts have improved marginally and there has been a small reduction in the discount rate and future P/E multiple. What's in the News Boa Safra Sementes S.A. announced a stock dividend of 1.04862872 percent, scheduled for December 19, 2025 (Key Developments).
Actualización de narrativa Dec 15

SOJA3: Slower Revenue Outlook Will Shape A More Cautious Future Pricing Environment

Analysts have lowered their price target on Boa Safra Sementes from R$12.50 to R$10.00, reflecting expectations of slower revenue growth, slightly weaker profit margins, a higher discount rate, and a modestly richer future P/E multiple. Valuation Changes The fair value estimate has been reduced significantly from R$12.50 to R$10.00 per share.
Artículo de análisis Nov 14

Is Boa Safra Sementes (BVMF:SOJA3) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis May 16

Does Boa Safra Sementes (BVMF:SOJA3) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nueva narrativa May 13

280,000 Big Bags And SBS Venture Will Advance Agricultural Sustainability

Investments in distribution and retail aim to reduce distributor dependency, potentially improving margins and expanding the customer base.
Artículo de análisis Mar 28

Boa Safra Sementes S.A. Just Missed Earnings - But Analysts Have Updated Their Models

Boa Safra Sementes S.A. ( BVMF:SOJA3 ) missed earnings with its latest full-year results, disappointing...
Artículo de análisis Nov 21

Boa Safra Sementes (BVMF:SOJA3) Shareholders Should Be Cautious Despite Solid Earnings

The healthy profit announcement from Boa Safra Sementes S.A. ( BVMF:SOJA3 ) didn't seem to impress investors. We think...
Artículo de análisis Nov 17

Earnings Report: Boa Safra Sementes S.A. Missed Revenue Estimates By 17%

Last week, you might have seen that Boa Safra Sementes S.A. ( BVMF:SOJA3 ) released its quarterly result to the market...
Artículo de análisis Aug 19

Boa Safra Sementes S.A. (BVMF:SOJA3) Analysts Are Reducing Their Forecasts For This Year

One thing we could say about the analysts on Boa Safra Sementes S.A. ( BVMF:SOJA3 ) - they aren't optimistic, having...
Artículo de análisis Aug 13

Boa Safra Sementes S.A. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected

Last week, you might have seen that Boa Safra Sementes S.A. ( BVMF:SOJA3 ) released its quarterly result to the market...
Artículo de análisis Mar 18

Shareholders Shouldn’t Be Too Comfortable With Boa Safra Sementes' (BVMF:SOJA3) Strong Earnings

Boa Safra Sementes S.A.'s ( BVMF:SOJA3 ) stock rose after it released a robust earnings report. Despite the strong...
Artículo de análisis Mar 13

With EPS Growth And More, Boa Safra Sementes (BVMF:SOJA3) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Nov 14

Does Boa Safra Sementes (BVMF:SOJA3) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Jul 05

Boa Safra Sementes (BVMF:SOJA3) Is Doing The Right Things To Multiply Its Share Price

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis Mar 03

Boa Safra Sementes S.A.'s (BVMF:SOJA3) Earnings Haven't Escaped The Attention Of Investors

With a price-to-earnings (or "P/E") ratio of 13.6x Boa Safra Sementes S.A. ( BVMF:SOJA3 ) may be sending bearish...
Artículo de análisis Nov 26

Boa Safra Sementes (BVMF:SOJA3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Boa Safra Sementes S.A.'s ( BVMF:SOJA3 ) robust earnings report didn't manage to move the market for its stock. We did...

Rentabilidad de los accionistas

SOJA3BR FoodMercado BR
7D-5.3%-0.2%-4.0%
1Y-41.5%-17.5%13.3%

Rentabilidad vs. Industria: Los resultados de SOJA3 fueron inferiores a los de la industria BR Food, que obtuvo un rendimiento del -17.5% el año pasado.

Rentabilidad vs. Mercado: SOJA3 obtuvo unos resultados inferiores a los del mercado BR, que fueron del 13.3% el año pasado.

Volatilidad de los precios

Is SOJA3's price volatile compared to industry and market?
SOJA3 volatility
SOJA3 Average Weekly Movement5.5%
Food Industry Average Movement6.1%
Market Average Movement5.0%
10% most volatile stocks in BR Market8.1%
10% least volatile stocks in BR Market1.9%

Precio estable de las acciones: SOJA3 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado BR.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SOJA3 (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2009n/aMarino Colpowww.boasafrasementes.com.br

Boa Safra Sementes S.A. produce y vende semillas de soja en Brasil. También ofrece semillas de maíz y frijol. La empresa fue fundada en 2009 y tiene su sede en Formosa, Brasil.

Resumen de fundamentos de Boa Safra Sementes S.A.

¿Cómo se comparan los beneficios e ingresos de Boa Safra Sementes con su capitalización de mercado?
Estadísticas fundamentales de SOJA3
Capitalización bursátilR$898.56m
Beneficios(TTM)R$20.00m
Ingresos (TTM)R$2.62b
44.9x
Ratio precio-beneficio (PE)
0.3x
Ratio precio-ventas (PS)

¿Está SOJA3 sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SOJA3
IngresosR$2.62b
Coste de los ingresosR$2.35b
Beneficio brutoR$269.86m
Otros gastosR$249.86m
BeneficiosR$20.00m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.14
Margen bruto10.29%
Margen de beneficio neto0.76%
Ratio deuda/patrimonio67.0%

¿Cómo se ha desempeñado SOJA3 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.4%
Rentabilidad actual por dividendo
38%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 17:08
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Boa Safra Sementes S.A. está cubierta por 11 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Georgia JorgeBB Banco de Investimento S.A.
Henrique BrustolinBradesco S.A. Corretora de Títulos e Valores Mobiliários
Leandro FontanesiBradesco S.A. Corretora de Títulos e Valores Mobiliários