Boa Safra Sementes S.A.

Report azionario BOVESPA:SOJA3

Capitalizzazione di mercato: R$932.4m

Boa Safra Sementes Crescita futura

Criteri Future verificati 3/6

Boa Safra Sementes prevede che gli utili e i ricavi cresceranno rispettivamente di 43.6% e 4.7% all'anno. Si prevede che l'EPS crescerà di 43.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 7.6% in 3 anni.

Informazioni chiave

43.6%

Tasso di crescita degli utili

43.12%

Tasso di crescita dell'EPS

Food crescita degli utili29.4%
Tasso di crescita dei ricavi4.7%
Rendimento futuro del capitale proprio7.62%
Copertura analitica

Good

Ultimo aggiornamento05 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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%.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

BOVESPA:SOJA3 - Stime future degli analisti e dati finanziari passati (BRL Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20283,072154-511714
12/31/20272,8161331301597
12/31/20262,778111912494
12/31/20252,62220-172-89N/A
9/30/20252,344101-106-32N/A
6/30/20251,941101-8319N/A
3/31/20251,903100-182-7N/A
12/31/20241,84193-237-60N/A
9/30/20241,725235-357-156N/A
6/30/20241,985301-16347N/A
3/31/20242,032315-16037N/A
12/31/20232,079302-135116N/A
9/30/20231,928165-35181N/A
6/30/20231,822165-19252N/A
3/31/20231,887157-17717N/A
12/31/20221,771169-17137N/A
9/30/20221,485135-19521N/A
6/30/20221,190122-332-150N/A
3/31/20221,031124-255-78N/A
12/31/20211,044128-198-90N/A
9/30/2021873136-188-98N/A
6/30/202159274-226-189N/A
3/31/202160166-67-40N/A
12/31/202058970-208N/A
9/30/202056163-37-13N/A
12/31/201940427-120N/A
12/31/20183117N/A-19N/A
12/31/2017210-2N/A-15N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di SOJA3 ( 43.6% all'anno) è superiore al tasso di risparmio ( 12.4% ).

Guadagni vs Mercato: Si prevede che gli utili di SOJA3 ( 43.6% all'anno) cresceranno più rapidamente del mercato BR ( 12.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di SOJA3 cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di SOJA3 ( 4.7% all'anno) crescerà più lentamente rispetto al mercato BR ( 6.1% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di SOJA3 ( 4.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di SOJA3 sarà basso tra 3 anni ( 7.6 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/14 04:38
Prezzo dell'azione a fine giornata2026/05/13 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Boa Safra Sementes S.A. è coperta da 11 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
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