Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies8
  • 7D0.5%
  • 3M-17.1%
  • 1Y12.7%
  • YTDn/a

The Packaged Foods and Meats industry has been flat over the last week, but Minerva has lost 6.5%. The past year has been better, since the industry has gained 13% in that time. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 16 Feb 2026R$44.5bR$195.9bR$3.6b13.7x12.5x0.2x
Wed, 14 Jan 2026R$45.9bR$196.3bR$3.3b12.4x13.9x0.2x
Fri, 12 Dec 2025R$45.1bR$196.3bR$3.3b12.1x13.6x0.2x
Sun, 09 Nov 2025R$43.9bR$191.4bR$3.3b13.8x13.2x0.2x
Tue, 07 Oct 2025R$32.5bR$191.7bR$3.4b9.9x9.7x0.2x
Thu, 04 Sep 2025R$70.4bR$255.6bR$7.0b11.4x10.1x0.3x
Sat, 02 Aug 2025R$67.5bR$251.7bR$6.9b10.2x9.8x0.3x
Mon, 30 Jun 2025R$68.3bR$251.9bR$6.9b10.7x9.9x0.3x
Wed, 28 May 2025R$159.8bR$694.4bR$18.3b8.6x8.7x0.2x
Fri, 25 Apr 2025R$175.6bR$659.1bR$16.6b10.8x10.6x0.3x
Sun, 23 Mar 2025R$159.6bR$640.9bR$14.3b9.7x11.2x0.2x
Tue, 18 Feb 2025R$138.7bR$631.4bR$13.2b9.7x10.5x0.2x
Thu, 16 Jan 2025R$149.3bR$630.8bR$19.9b8.4x7.5x0.2x
Sat, 14 Dec 2024R$167.2bR$628.6bR$19.9b10.2x8.4x0.3x
Mon, 11 Nov 2024R$152.2bR$602.9bR$8.4b18.8x18.1x0.3x
Wed, 09 Oct 2024R$145.2bR$602.9bR$8.5b17.9x17.1x0.2x
Fri, 06 Sep 2024R$155.3bR$602.9bR$8.5b19.1x18.3x0.3x
Sun, 04 Aug 2024R$143.8bR$586.4bR$3.6b21.3x40.2x0.2x
Tue, 02 Jul 2024R$149.4bR$586.1bR$3.6b21.3x42x0.3x
Thu, 30 May 2024R$133.3bR$585.3bR$3.0b21.2x44.1x0.2x
Sat, 27 Apr 2024R$116.1bR$581.9b-R$2,223,350,000.0018x-52.2x0.2x
Mon, 25 Mar 2024R$116.5bR$584.2b-R$4,659,064,000.0019.1x-25x0.2x
Wed, 21 Feb 2024R$108.4bR$582.4b-R$6,665,065,000.0023.3x-16.3x0.2x
Fri, 19 Jan 2024R$110.1bR$584.6b-R$6,056,714,000.0016.5x-18.2x0.2x
Sun, 17 Dec 2023R$114.5bR$584.2b-R$6,052,631,000.0016.7x-18.9x0.2x
Tue, 14 Nov 2023R$102.1bR$592.2bR$2.2b9.7x45.6x0.2x
Thu, 12 Oct 2023R$96.9bR$592.3bR$2.0b11.4x47.6x0.2x
Sat, 09 Sep 2023R$92.7bR$592.1bR$2.1b11x44.5x0.2x
Mon, 07 Aug 2023R$98.0bR$597.6bR$12.3b8.2x8x0.2x
Wed, 05 Jul 2023R$84.3bR$597.4bR$12.3b7x6.9x0.1x
Fri, 02 Jun 2023R$81.5bR$597.1bR$12.5b7x6.5x0.1x
Sun, 30 Apr 2023R$77.1bR$589.9bR$19.5b5.2x4x0.1x
Tue, 28 Mar 2023R$73.0bR$589.9bR$19.5b4.9x3.8x0.1x
Thu, 23 Feb 2023R$77.1bR$579.1bR$26.9b7.1x2.9x0.1x
Price to Earnings Ratio

2.9x


Total Market Cap: R$77.1bTotal Earnings: R$26.9bTotal Revenue: R$579.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 8.4x202420252026
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 12.5x which is higher than its 3-year average PE of 8.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.21x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 49% per year over the last three years,
  • Revenues have also declined 30% 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 Market1.82%
Consumer Staples4.35%
Food0.97%
Packaged Foods and Meats0.48%
Agricultural Products2.12%
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
MDIA3 M. Dias Branco Indústria e Comércio de AlimentosR$25.123.0%
+R$244.8m		7.2%PE12.4x
JOPA3 JOSAPAR Joaquim Oliveira ParticipaçõesR$22.007.3%
+R$16.1m		n/aPE27.7x
JALL3 Jalles Machado S/AR$3.030.3%
+R$3.0m		-36.9%PS0.4x

Latest News

SMTO3
R$15.42
São Martinho
7D
-0.06%
1Y
-31.9%

São Martinho's (BVMF:SMTO3) Problems Go Beyond Weak Profit

Feb 16
São Martinho's (BVMF:SMTO3) Problems Go Beyond Weak Profit
MDIA3
R$25.12
M. Dias Branco Indústria e Comércio de Alimentos
7D
3.0%
1Y
7.2%
MBRF3
R$18.80
Marfrig Global Foods
7D
-0.8%
1Y
32.9%
CAML3
R$6.58
Camil Alimentos
7D
-4.1%
1Y
46.5%

CAML3: Lower Discount Rate And Strong Margins Will Support Repricing

Analysts have trimmed their price target on Camil Alimentos to reflect a slightly lower discount rate, along with modest adjustments to revenue growth, profit margin and future P/E assumptions, leading to a small downward shift in fair value expressed in local currency terms. Valuation Changes Fair Value: Modelled fair value remains unchanged at R$10.00 per share, even after the input updates.
JALL3
R$3.03
Jalles Machado S/A
7D
0.3%
1Y
-36.9%

JALL3: Forward P/E Reset Will Support Upside Despite Index Removal

Analysts have made a slight revision to their price target on Jalles Machado S/A, citing minor adjustments to assumptions around revenue contraction, profit margins and forward P/E, while maintaining their fair value estimate at approximately €3.50 per share. What's in the News Jalles Machado S/A has been removed from the Brazil Small Cap Index.
BEEF3
R$5.72
Minerva
7D
-6.5%
1Y
22.7%

BEEF3: Lower Discount Rate Should Support Future Upside In Shares

Analysts have nudged their price target on Minerva slightly higher, now reflecting a modestly lower discount rate and future P/E assumptions that point to a more supportive risk profile and valuation framework for the shares. Valuation Changes Fair Value: Model fair value remains unchanged at 8.1375, indicating no revision to the core valuation output.
JOPA3
R$22.00
JOSAPAR Joaquim Oliveira Participações
7D
7.3%
1Y
n/a
MNPR3
R$4.05
Minupar Participações
7D
-2.2%
1Y
46.3%