Boa Safra Sementes Performance degli utili passati
Criteri Il passato verificati 2/6
Boa Safra Sementes ha registrato una crescita degli utili a un tasso medio annuo di 5.9%, mentre il settore Food ha registrato utili in diminuzione a un tasso medio annuo di 7.9%. I ricavi sono stati in crescita a un tasso medio annuo di 22.2%. Il ritorno sul capitale proprio di Boa Safra Sementes è 5.1% e ha margini netti di 0.8%.
Informazioni chiave
5.90%
Tasso di crescita degli utili
-3.05%
Tasso di crescita dell'EPS
| Food Crescita del settore | 26.88% |
| Tasso di crescita dei ricavi | 22.21% |
| Rendimento del capitale proprio | 5.14% |
| Margine netto | 0.76% |
| Ultimo aggiornamento sugli utili | 31 Dec 2025 |
Aggiornamenti sulle prestazioni recenti
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...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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Boa Safra Sementes guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Dec 25 | 2,622 | 20 | 171 | 0 |
| 30 Sep 25 | 2,344 | 101 | 132 | 0 |
| 30 Jun 25 | 1,941 | 101 | 111 | 0 |
| 31 Mar 25 | 1,903 | 100 | 86 | 0 |
| 31 Dec 24 | 1,841 | 93 | 108 | 0 |
| 30 Sep 24 | 1,725 | 235 | 83 | 0 |
| 30 Jun 24 | 1,985 | 301 | 72 | 0 |
| 31 Mar 24 | 2,032 | 315 | 69 | 0 |
| 31 Dec 23 | 2,079 | 302 | 59 | 0 |
| 30 Sep 23 | 1,928 | 165 | 65 | 0 |
| 30 Jun 23 | 1,822 | 165 | 59 | 0 |
| 31 Mar 23 | 1,887 | 157 | 56 | 0 |
| 31 Dec 22 | 1,771 | 169 | 46 | 0 |
| 30 Sep 22 | 1,485 | 135 | 29 | 0 |
| 30 Jun 22 | 1,190 | 122 | 32 | 0 |
| 31 Mar 22 | 1,031 | 124 | 24 | 0 |
| 31 Dec 21 | 1,044 | 128 | 29 | 0 |
| 30 Sep 21 | 873 | 136 | 28 | 0 |
| 30 Jun 21 | 592 | 74 | 23 | 0 |
| 31 Mar 21 | 601 | 66 | 20 | 0 |
| 31 Dec 20 | 589 | 70 | 18 | 0 |
| 30 Sep 20 | 561 | 63 | 18 | 0 |
| 31 Dec 19 | 404 | 27 | 14 | 0 |
| 31 Dec 18 | 311 | 7 | 14 | 0 |
| 31 Dec 17 | 210 | -2 | 19 | 0 |
Guadagni di qualità: SOJA3 ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SOJA3 (0.8%) sono inferiori rispetto allo scorso anno (5.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di SOJA3 sono cresciuti del 5.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: SOJA3 ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: SOJA3 ha avuto una crescita negativa degli utili ( -78.6% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Food ( -21.2% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 5.1% ) di SOJA3 è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/18 15:54 |
| Prezzo dell'azione a fine giornata | 2026/05/15 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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.
| Analista | Istituzione |
|---|---|
| Georgia Jorge | BB Banco de Investimento S.A. |
| Henrique Brustolin | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Leandro Fontanesi | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |