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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedJul 10, 2026
DataAggregated Company Financials
Companies8
  • 7D-5.0%
  • 3M-22.4%
  • 1Y-28.7%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 6.6%, driven by pullbacks from every company within the industry. However, the industry is down 32% over the past year. Looking forward, earnings are forecast to grow by 50% annually.

Industry Valuation and Performance

Has the Brazilian Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 10 Jul 2026R$35.9bR$197.6bR$2.6b12.9x13.7x0.2x
Sun, 07 Jun 2026R$39.8bR$200.3bR$2.9b11.4x13.7x0.2x
Tue, 05 May 2026R$43.0bR$197.8bR$2.5b14.5x16.9x0.2x
Thu, 02 Apr 2026R$47.8bR$197.8bR$2.5b16.5x18.8x0.2x
Sat, 28 Feb 2026R$47.9bR$195.7bR$3.7b15.8x12.9x0.2x
Mon, 26 Jan 2026R$47.4bR$196.2bR$3.3b14x14.3x0.2x
Wed, 24 Dec 2025R$44.0bR$196.3bR$3.3b11.7x13.3x0.2x
Fri, 21 Nov 2025R$47.5bR$194.4bR$3.3b12.3x14.4x0.2x
Sun, 19 Oct 2025R$31.1bR$191.4bR$3.3b10.2x9.3x0.2x
Tue, 16 Sep 2025R$74.1bR$255.6bR$7.0b11.2x10.6x0.3x
Thu, 14 Aug 2025R$66.7bR$252.0bR$6.9b10.5x9.7x0.3x
Sat, 12 Jul 2025R$75.4bR$251.9bR$6.9b10.8x10.9x0.3x
Mon, 09 Jun 2025R$158.2bR$694.4bR$18.3b8.6x8.6x0.2x
Wed, 07 May 2025R$161.7bR$659.1bR$16.6b10.2x9.7x0.2x
Fri, 04 Apr 2025R$156.8bR$661.3bR$16.6b9.7x9.4x0.2x
Sun, 02 Mar 2025R$127.5bR$634.2bR$13.0b9.2x9.8x0.2x
Tue, 28 Jan 2025R$142.2bR$630.8bR$13.6b10.7x10.5x0.2x
Thu, 26 Dec 2024R$158.8bR$628.6bR$19.9b9.9x8x0.3x
Sat, 23 Nov 2024R$154.0bR$628.6bR$19.9b10.3x7.8x0.2x
Mon, 21 Oct 2024R$151.8bR$603.3bR$8.5b18.9x17.8x0.3x
Wed, 18 Sep 2024R$153.4bR$602.9bR$8.5b18.8x18.1x0.3x
Fri, 16 Aug 2024R$161.7bR$595.5bR$5.4b15.6x30x0.3x
Sun, 14 Jul 2024R$146.8bR$586.1bR$3.6b21.2x41.2x0.3x
Tue, 11 Jun 2024R$132.0bR$585.3bR$3.0b21.2x43.7x0.2x
Thu, 09 May 2024R$122.7bR$582.1b-R$684,338,000.0018x-179.3x0.2x
Sat, 06 Apr 2024R$112.1bR$581.9b-R$2,223,350,000.0018.3x-50.4x0.2x
Mon, 04 Mar 2024R$112.7bR$584.2b-R$4,668,396,000.0028.3x-24.1x0.2x
Wed, 31 Jan 2024R$114.4bR$584.6b-R$6,056,714,000.0017.1x-18.9x0.2x
Fri, 29 Dec 2023R$116.4bR$584.2b-R$6,052,631,000.0016.8x-19.2x0.2x
Sun, 26 Nov 2023R$111.6bR$584.2b-R$6,052,631,000.0015.1x-18.4x0.2x
Tue, 24 Oct 2023R$95.3bR$592.3bR$2.0b11x46.9x0.2x
Thu, 21 Sep 2023R$94.5bR$592.1bR$2.1b11.3x45.4x0.2x
Sat, 19 Aug 2023R$95.3bR$592.1bR$2.1b10.1x45.8x0.2x
Mon, 17 Jul 2023R$93.0bR$597.6bR$12.3b7.6x7.6x0.2x
Price to Earnings Ratio

7.6x


Total Market Cap: R$93.0bTotal Earnings: R$12.3bTotal Revenue: R$597.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 9.7x202420252026
Current Industry PE
  • Investors are optimistic on the Brazilian Packaged Foods and Meats industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 13.6x which is higher than its 3-year average PE of 9.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.22x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 40% per year over the last three years,
  • Revenues have also declined 31% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does Brazilian Packaged Foods and Meats compare with similar industries?

BR Market-0.64%
Consumer Staples-2.21%
Food-2.53%
Packaged Foods and Meats-4.96%
Agricultural Products2.99%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SMTO3 São MartinhoR$16.053.4%
+R$171.1m		-6.3%PE6.2x
BEEF3 MinervaR$3.591.4%
+R$49.4m		-33.3%PE5x
CAML3 Camil AlimentosR$5.080.6%
+R$10.2m		-1.2%PE11.7x

Latest News

SMTO3
R$16.05
São Martinho
7D
3.4%
1Y
-6.3%
Narrative Update • Jul 07

SMTO3: Higher Future P/E Will Support Rerating Potential

Analysts have revised São Martinho's price target to R$25.00 from about R$30.45, reflecting updated views on revenue growth, profit margins and the appropriate future P/E multiple. What's in the News São Martinho has scheduled a Special and Extraordinary Shareholders Meeting for Jul 03, 2026, at Fazenda São Martinho in the city of Pradópolis, state of São Paulo, Brazil.
MDIA3
R$17.49
M. Dias Branco Indústria e Comércio de Alimentos
7D
-1.7%
1Y
-34.6%
New Narrative • Jul 04

Healthier Adjacencies And Sell Out Model Will Redefine This Food Leader’s Future

Catalysts About M. Dias Branco Indústria e Comércio de Alimentos M.
CAML3
R$5.08
Camil Alimentos
7D
0.6%
1Y
-1.2%
Narrative Update • Jul 02

CAML3: Index Removal And Revised Assumptions Will Likely Limit Upside Potential

Analysts have adjusted their price target for Camil Alimentos to R$5.00 from R$4.50 as they factor in updated assumptions for revenue growth, profit margins and a lower future P/E, resulting in a slightly different view of the stock's potential valuation. What's in the News Camil Alimentos S.A. has been removed from the Brazil Corporate Sustainability Index, according to a key developments filing.
JALL3
R$2.04
Jalles Machado S/A
7D
-5.1%
1Y
-44.6%
MBRF3
R$15.41
MBRF Global Foods
7D
-8.2%
1Y
-33.0%
Narrative Update • Jul 01

MBRF3: Index Inclusion Will Support Future Returns Despite Margin Reset

Analysts have reduced their price target for MBRF Global Foods to R$23.57 from R$24.65, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What’s in the News for MBRF Global Foods MBRF Global Foods was added to the Brazil Valor BM&FBOVESPA Index, according to recent index constituent updates (Source: Key Developments).
BEEF3
R$3.59
Minerva
7D
1.4%
1Y
-33.3%
Narrative Update • Jun 30

BEEF3: Index Inclusion And Margin Outlook Will Support Future Re Rating

Analysts have trimmed their price target on Minerva to R$6.41 from R$7.45, pointing to updated assumptions for revenue growth, profit margins and a lower future P/E multiple, partly offset by a slightly reduced discount rate. What's in the News Minerva S.A. has been added to the Brazil IBRX 50 Index, reflecting its inclusion among the group of companies tracked by this benchmark index.
MNPR3
R$3.94
Minupar Participações
7D
-0.5%
1Y
50.1%