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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedMay 25, 2026
DataAggregated Company Financials
Companies8
  • 7D-3.7%
  • 3M-13.7%
  • 1Y-26.3%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 3.7%, driven by MBRF Global Foods declining 4.7%. However, the industry is down 26% over the past year. As for the next few years, earnings are expected to grow by 44% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026R$39.3bR$197.2bR$2.6b13.2x15.2x0.2x
Thu, 23 Apr 2026R$43.6bR$197.8bR$2.5b14.5x17.2x0.2x
Sat, 21 Mar 2026R$40.5bR$197.9bR$2.6b14.4x15.9x0.2x
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
Price to Earnings Ratio

6.5x


Total Market Cap: R$81.5bTotal Earnings: R$12.5bTotal Revenue: R$597.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 9.5x202420252026
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 15.2x which is higher than its 3-year average PE of 9.4x.
  • 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 41% 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-0.71%
Consumer Staples0.34%
Food-4.20%
Packaged Foods and Meats-3.71%
Agricultural Products-5.22%
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$20.254.3%
+R$281.7m		-15.2%PE9.7x
CAML3 Camil AlimentosR$5.803.6%
+R$68.2m		16.9%PE13.3x

Latest News

CAML3
R$5.80
Camil Alimentos
7D
3.6%
1Y
16.9%
MBRF3
R$16.24
MBRF Global Foods
7D
-1.6%
1Y
-34.2%
Analysis Article • May 24

Why MBRF Global Foods' (BVMF:MBRF3) Shaky Earnings Are Just The Beginning Of Its Problems

A lackluster earnings announcement from MBRF Global Foods Company S.A. ( BVMF:MBRF3 ) last week didn't sink the stock...
MDIA3
R$20.25
M. Dias Branco Indústria e Comércio de Alimentos
7D
4.3%
1Y
-15.2%
Narrative Update • May 23

MDIA3: Extraordinary Shareholder Meeting Will Support Bullish Undervalued Outlook

Analysts now estimate the fair value for M. Dias Branco Indústria e Comércio de Alimentos at about R$26.09, slightly below the previous R$26.50, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E.
MNPR3
R$3.82
Minupar Participações
7D
-4.3%
1Y
55.2%
JALL3
R$2.79
Jalles Machado S/A
7D
-3.8%
1Y
-33.6%
Narrative Update • May 18

JALL3: Higher Margins And Revenue Assumptions Will Support Future P/E Rerating

Analysts have updated their view on Jalles Machado S/A and set a price target of R$3.50, reflecting revised assumptions for discount rate, revenue growth, profit margin and future P/E that together maintain their fair value estimate at R$3.50. Valuation Changes Fair Value: R$3.50 remains unchanged, with the updated assumptions still pointing to the same overall valuation level.
BEEF3
R$3.83
Minerva
7D
-9.2%
1Y
-24.2%
JOPA3
R$16.81
JOSAPAR Joaquim Oliveira Participações
7D
-1.1%
1Y
n/a
SMTO3
R$17.31
São Martinho
7D
-5.7%
1Y
-18.0%
Narrative Update • May 02

SMTO3: Lower Future P/E Will Support Rerating Potential

Analysts have trimmed São Martinho's price target from R$37.14 to R$30.45, reflecting updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E of 13.97x versus 26.28x previously. Valuation Changes Fair Value: R$37.14 to R$30.45, a reduction of around 18%, bringing the implied upside closer to current market assumptions.