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Brazilian (BOVESPA) Food Industry Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies11
- 7D-1.3%
- 3M-0.4%
- 1Y-4.6%
- YTD-6.0%
Over the last 7 days, the Food industry has dropped 1.3%, driven by a pullback from BRF of 4.3%. However, the industry is down 4.6% over the past year. Looking forward, earnings are forecast to grow by 6.7% annually.
Industry Valuation and Performance
Has the Brazilian Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | R$84.7b | R$275.8b | R$8.8b | 10.1x | 9.6x | 0.3x |
| Wed, 09 Jul 2025 | R$92.8b | R$276.0b | R$8.9b | 10.6x | 10.5x | 0.3x |
| Fri, 06 Jun 2025 | R$175.8b | R$718.5b | R$20.3b | 8.9x | 8.7x | 0.2x |
| Sun, 04 May 2025 | R$189.4b | R$681.8b | R$18.2b | 10.8x | 10.4x | 0.3x |
| Tue, 01 Apr 2025 | R$175.7b | R$684.1b | R$18.3b | 9.7x | 9.6x | 0.3x |
| Thu, 27 Feb 2025 | R$148.8b | R$653.7b | R$14.8b | 9.5x | 10.1x | 0.2x |
| Sat, 25 Jan 2025 | R$162.5b | R$652.6b | R$21.6b | 8.3x | 7.5x | 0.2x |
| Mon, 23 Dec 2024 | R$179.5b | R$657.8b | R$21.1b | 8.7x | 8.5x | 0.3x |
| Wed, 20 Nov 2024 | R$170.1b | R$657.8b | R$17.1b | 9.1x | 9.9x | 0.3x |
| Fri, 18 Oct 2024 | R$167.2b | R$631.5b | R$9.8b | 10.7x | 17x | 0.3x |
| Sun, 15 Sep 2024 | R$168.8b | R$631.1b | R$9.7b | 11.7x | 17.3x | 0.3x |
| Tue, 13 Aug 2024 | R$165.4b | R$614.3b | R$4.7b | 10.9x | 35.3x | 0.3x |
| Thu, 11 Jul 2024 | R$161.6b | R$614.3b | R$4.7b | 11.3x | 34.3x | 0.3x |
| Sat, 08 Jun 2024 | R$149.2b | R$613.5b | R$4.2b | 11x | 35.7x | 0.2x |
| Mon, 06 May 2024 | R$135.5b | R$610.8b | -R$561,519,000.00 | 10.6x | -241.3x | 0.2x |
| Wed, 03 Apr 2024 | R$130.3b | R$610.8b | -R$561,519,000.00 | 10.8x | -232.1x | 0.2x |
| Fri, 01 Mar 2024 | R$131.8b | R$603.6b | -R$2,508,716,000.00 | 10.7x | -52.5x | 0.2x |
| Sun, 28 Jan 2024 | R$134.7b | R$603.1b | -R$3,853,024,000.00 | 10.3x | -35x | 0.2x |
| Tue, 26 Dec 2023 | R$134.8b | R$602.7b | -R$3,848,941,000.00 | 10.2x | -35x | 0.2x |
| Thu, 23 Nov 2023 | R$128.5b | R$602.7b | -R$3,848,942,000.00 | 9.7x | -33.4x | 0.2x |
| Sat, 21 Oct 2023 | R$112.6b | R$610.0b | R$4.0b | 9.6x | 28.3x | 0.2x |
| Mon, 18 Sep 2023 | R$115.3b | R$609.8b | R$4.0b | 10x | 28.7x | 0.2x |
| Wed, 16 Aug 2023 | R$117.0b | R$609.3b | R$3.9b | 9.7x | 30.2x | 0.2x |
| Fri, 14 Jul 2023 | R$108.9b | R$614.8b | R$14.2b | 8.6x | 7.7x | 0.2x |
| Sun, 11 Jun 2023 | R$104.7b | R$614.6b | R$14.4b | 7.7x | 7.2x | 0.2x |
| Tue, 09 May 2023 | R$96.6b | R$607.5b | R$21.7b | 7.5x | 4.5x | 0.2x |
| Thu, 06 Apr 2023 | R$91.3b | R$607.0b | R$21.6b | 7.7x | 4.2x | 0.2x |
| Sat, 04 Mar 2023 | R$101.3b | R$609.9b | R$25.9b | 9.9x | 3.9x | 0.2x |
| Mon, 30 Jan 2023 | R$106.4b | R$595.1b | R$29.3b | 7.1x | 3.6x | 0.2x |
| Wed, 28 Dec 2022 | R$104.7b | R$594.8b | R$29.2b | 6.9x | 3.6x | 0.2x |
| Fri, 25 Nov 2022 | R$116.0b | R$594.7b | R$29.3b | 7.5x | 4x | 0.2x |
| Sun, 23 Oct 2022 | R$132.2b | R$572.0b | R$34.1b | 7.4x | 3.9x | 0.2x |
| Tue, 20 Sep 2022 | R$135.6b | R$571.5b | R$34.1b | 7.1x | 4x | 0.2x |
| Thu, 18 Aug 2022 | R$152.2b | R$569.9b | R$34.0b | 8.1x | 4.5x | 0.3x |
Price to Earnings Ratio
4.5x
Current Industry PE
- Investors are pessimistic on the Brazilian Food industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 9.6x which is higher than its 3-year average PE of -0.66x.
- The industry is trading close to its 3-year average PS ratio of 0.23x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 36% per year over the last three years,
- Revenues have also declined 21% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Brazilian Consumer Staples industry?
| BR Market | 2.38% | |
| Consumer Staples | 2.14% | |
| Food | -1.27% | |
| Packaged Foods and Meats | -0.95% | |
| Agricultural Products | -2.45% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 6.9x.
- Analysts are expecting annual earnings growth of 5.8%, which is higher than its past year's earnings decline of 43.9% per year.
- Investors are most pessimistic about the Agricultural Products industry, which is trading below its 3-year average of 10.2x.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 10% over the next 5 years.
- However this is lower than its past earnings growth rate of 28% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 5.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MRFG3 Marfrig Global Foods | R$22.24 | 4.3% +R$780.1m | 82.7% | PE10.8x | |
| BEEF3 Minerva | R$5.04 | 3.1% +R$146.3m | -33.0% | PS0.1x | |
| MDIA3 M. Dias Branco Indústria e Comércio de Alimentos | R$24.33 | 0.8% +R$67.0m | -14.5% | PE13.9x | |
| SOJA3 Boa Safra Sementes | R$10.61 | 3.0% +R$41.7m | -21.9% | PE13.4x | |
| CAML3 Camil Alimentos | R$4.59 | 2.2% +R$34.1m | -53.0% | PE7.7x |
