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Brazilian (BOVESPA) Food Industry Analysis

UpdatedNov 27, 2022
DataAggregated Company Financials
Companies13
  • 7D0.2%
  • 3M-20.2%
  • 1Y-27.0%
  • YTD-29.8%

The Food industry has stayed flat over the last week. Unfortunately though, the industry is down 27% over the past 12 months. As for the next few years, earnings are expected to grow by 6.9% per annum.

Industry Valuation and Performance

Has the Brazilian Food Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022R$116.2bR$594.7bR$29.3b7.2x4x0.2x
Tue, 25 Oct 2022R$132.2bR$572.0bR$34.1b7.4x3.9x0.2x
Thu, 22 Sep 2022R$132.8bR$571.5bR$34.1b7.1x3.9x0.2x
Sat, 20 Aug 2022R$150.5bR$570.5bR$34.0b7.8x4.4x0.3x
Mon, 18 Jul 2022R$135.4bR$547.6bR$32.2b7.8x4.2x0.2x
Wed, 15 Jun 2022R$146.4bR$547.1bR$32.1b8.6x4.6x0.3x
Fri, 13 May 2022R$153.2bR$528.8bR$28.3b10x5.4x0.3x
Sun, 10 Apr 2022R$172.3bR$521.8bR$30.0b10.4x5.7x0.3x
Tue, 08 Mar 2022R$165.0bR$493.8bR$28.2b10.9x5.9x0.3x
Thu, 03 Feb 2022R$159.0bR$490.1bR$27.6b12.6x5.8x0.3x
Sat, 01 Jan 2022R$168.5bR$489.8bR$27.6b12.8x6.1x0.3x
Mon, 29 Nov 2021R$158.2bR$489.8bR$27.6b12x5.7x0.3x
Wed, 27 Oct 2021R$177.4bR$455.8bR$22.5b12x7.9x0.4x
Fri, 24 Sep 2021R$163.5bR$455.5bR$22.5b11.7x7.3x0.4x
Sun, 22 Aug 2021R$159.9bR$455.4bR$22.5b11.6x7.1x0.4x
Fri, 09 Jul 2021R$153.5bR$451.6bR$22.2b11.7x6.9x0.3x
Thu, 01 Apr 2021R$146.6bR$427.0bR$20.9b11.4x7x0.3x
Sun, 03 Jan 2021R$122.6bR$401.3bR$12.0b12.2x10.2x0.3x
Wed, 07 Oct 2020R$106.9bR$330.1bR$7.8b11.9x13.8x0.3x
Tue, 30 Jun 2020R$105.3bR$290.5bR$3.8b13.2x27.9x0.4x
Fri, 03 Apr 2020R$90.3bR$271.7bR$2.3b12x38.7x0.3x
Mon, 06 Jan 2020R$128.2bR$257.4bR$9.1b14.8x14.1x0.5x
Price to Earnings Ratio

26x


Total Market Cap: R$138.6bTotal Earnings: R$5.3bTotal Revenue: R$291.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Food Industry Price to Earnings3Y Average 13.1x202020212022
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 4.0x which is lower than its 3-year average PE of 13.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
  • The earnings for companies in the Food industry have grown 76% per year over the last three years.
  • Revenues for these companies have grown 27% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Staples industry?

BR Market-1.01%
Consumer Staples-0.041%
Food0.21%
Agricultural Products1.92%
Packaged Foods and Meats-0.11%
Industry PE
  • Investors are most optimistic about the Agricultural Products industry even though it's trading below its 3-year average PE ratio of 10.9x.
    • Analysts are expecting annual earnings decline of 0.4%, which is lower than the prior year's growth of 27.5% per year.
  • Investors are most pessimistic about the Packaged Foods and Meats industry, which is trading below its 3-year average of 13.8x.
Forecasted Growth
  • Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 8.2% over the next 5 years.
  • However this is lower than its past earnings growth rate of 11% per year.
  • In contrast, the Agricultural Products industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
JBSS3 JBSR$23.321.1%
+R$576.7m
-32.2%PE2.6x
SLCE3 SLC AgrícolaR$44.753.7%
+R$328.2m
20.9%PE6.9x
AGRO3 BrasilAgro - Companhia Brasileira de Propriedades AgrícolasR$27.505.5%
+R$141.3m
11.8%PE6x
JALL3 Jalles Machado S/AR$7.772.6%
+R$58.9m
-16.0%PE3.9x
SOJA3 Boa Safra SementesR$10.552.4%
+R$29.3m
-31.0%PE11.2x
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BEEF3

R$12.68

Minerva

7D

-4.2%

1Y

45.7%

CAML3

R$9.20

Camil Alimentos

7D

-3.4%

1Y

-3.2%

SOJA3

R$10.55

Boa Safra Sementes

7D

2.4%

1Y

-31.0%

TTEN3

R$10.84

Três Tentos Agroindustrial S/A

7D

-2.7%

1Y

30.0%

JALL3

R$7.77

Jalles Machado S/A

7D

2.6%

1Y

-16.0%

FRTA3

R$2.93

Pomifrutas S/A

7D

2.4%

1Y

-47.2%

MRFG3

R$9.62

Marfrig Global Foods

7D

-2.8%

1Y

-59.4%

JBSS3

R$23.32

JBS

7D

1.1%

1Y

-32.2%

BRFS3

R$10.19

BRF

7D

-0.3%

1Y

-50.4%

AGRO3

R$27.50

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas

7D

5.5%

1Y

11.8%