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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis
UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies9
- 7D-2.1%
- 3M-8.6%
- 1Y27.6%
- YTDn/a
Over the last 7 days, the Packaged Foods and Meats industry has dropped 2.1%, driven by a pullback from JBS of 3.0%. Meanwhile, M. Dias Branco Indústria e Comércio de Alimentos actually outperformed within the industry, gaining 5.2% in the last week. Over the past 12 months, the industry was up 28%. As for the next few years, earnings are forecast to decline by 11% per annum.
Industry Valuation and Performance
Has the Brazilian Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | R$138.7b | R$631.1b | R$13.4b | 10x | 10.4x | 0.2x |
| Tue, 14 Jan 2025 | R$150.1b | R$234.2b | R$12.6b | 7.7x | 11.9x | 0.6x |
| Thu, 12 Dec 2024 | R$168.4b | R$628.6b | R$19.9b | 10.5x | 8.5x | 0.3x |
| Sat, 09 Nov 2024 | R$152.2b | R$603.3b | R$8.5b | 18.8x | 17.8x | 0.3x |
| Mon, 07 Oct 2024 | R$146.0b | R$602.9b | R$8.5b | 17.9x | 17.2x | 0.2x |
| Wed, 04 Sep 2024 | R$151.3b | R$602.9b | R$8.5b | 18.7x | 17.9x | 0.3x |
| Fri, 02 Aug 2024 | R$147.7b | R$586.4b | R$3.6b | 21.3x | 41.3x | 0.3x |
| Sun, 30 Jun 2024 | R$147.4b | R$586.1b | R$3.6b | 21.3x | 41.4x | 0.3x |
| Tue, 28 May 2024 | R$134.5b | R$585.3b | R$3.0b | 20.9x | 44.5x | 0.2x |
| Thu, 25 Apr 2024 | R$113.5b | R$581.9b | -R$2,223,350,000.00 | 18x | -51.1x | 0.2x |
| Sat, 23 Mar 2024 | R$116.5b | R$584.2b | -R$4,668,396,000.00 | 28.8x | -24.9x | 0.2x |
| Mon, 19 Feb 2024 | R$110.1b | R$582.4b | -R$6,665,064,000.00 | 23.4x | -16.5x | 0.2x |
| Wed, 17 Jan 2024 | R$113.7b | R$584.6b | -R$6,056,627,000.00 | 16.3x | -18.8x | 0.2x |
| Fri, 15 Dec 2023 | R$114.7b | R$584.2b | -R$6,052,631,000.00 | 16.7x | -19x | 0.2x |
| Sun, 12 Nov 2023 | R$103.7b | R$592.2b | R$2.2b | 9.8x | 46.3x | 0.2x |
| Tue, 10 Oct 2023 | R$94.6b | R$592.1b | R$2.1b | 10.8x | 45.5x | 0.2x |
| Thu, 07 Sep 2023 | R$94.1b | R$592.1b | R$2.1b | 11.1x | 45.2x | 0.2x |
| Sat, 05 Aug 2023 | R$98.0b | R$597.6b | R$12.3b | 8.2x | 8x | 0.2x |
| Mon, 03 Jul 2023 | R$84.5b | R$597.4b | R$12.3b | 7x | 6.9x | 0.1x |
| Wed, 31 May 2023 | R$79.6b | R$597.1b | R$12.5b | 6.9x | 6.3x | 0.1x |
| Fri, 28 Apr 2023 | R$73.7b | R$589.9b | R$19.5b | 5.1x | 3.8x | 0.1x |
| Sun, 26 Mar 2023 | R$72.8b | R$589.9b | R$19.5b | 4.9x | 3.7x | 0.1x |
| Tue, 21 Feb 2023 | R$79.7b | R$579.1b | R$26.9b | 7.2x | 3x | 0.1x |
| Thu, 19 Jan 2023 | R$88.5b | R$578.9b | R$26.9b | 6.4x | 3.3x | 0.2x |
| Sat, 17 Dec 2022 | R$84.0b | R$578.6b | R$26.8b | 6.3x | 3.1x | 0.1x |
| Mon, 14 Nov 2022 | R$111.3b | R$577.7b | R$26.8b | 7.6x | 4.1x | 0.2x |
| Wed, 12 Oct 2022 | R$106.3b | R$556.2b | R$31.5b | 6.5x | 3.4x | 0.2x |
| Fri, 09 Sep 2022 | R$117.4b | R$556.2b | R$31.5b | 7.2x | 3.7x | 0.2x |
| Sun, 07 Aug 2022 | R$125.0b | R$533.4b | R$29.6b | 7.6x | 4.2x | 0.2x |
| Tue, 05 Jul 2022 | R$124.1b | R$533.2b | R$29.6b | 8.4x | 4.2x | 0.2x |
| Thu, 02 Jun 2022 | R$141.2b | R$532.9b | R$29.5b | 10.8x | 4.8x | 0.3x |
| Sat, 30 Apr 2022 | R$143.7b | R$509.8b | R$28.1b | 11.4x | 5.1x | 0.3x |
| Mon, 28 Mar 2022 | R$142.5b | R$509.8b | R$28.1b | 11.1x | 5.1x | 0.3x |
| Wed, 23 Feb 2022 | R$145.2b | R$480.1b | R$26.2b | 9.5x | 5.5x | 0.3x |
Price to Earnings Ratio
5.5x
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 10.4x which is higher than its 3-year average PE of 6.2x.
- 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 20% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does Brazilian Packaged Foods and Meats compare with similar industries?
| BR Market | 2.63% | |
| Consumer Staples | 1.86% | |
| Food | -1.44% | |
| Packaged Foods and Meats | -2.13% | |
| Agricultural Products | 3.63% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MDIA3 M. Dias Branco Indústria e Comércio de Alimentos | R$22.73 | 5.2% +R$375.1m | -41.8% | PE9.4x | |
| SMTO3 São Martinho | R$22.83 | 1.9% +R$138.7m | -11.9% | PE7x | |
| JALL3 Jalles Machado S/A | R$4.63 | 4.8% +R$63.3m | -38.0% | PE12.2x | |
| BEEF3 Minerva | R$4.52 | 1.8% +R$47.1m | -30.7% | PE2007x | |
| CAML3 Camil Alimentos | R$4.50 | 2.5% +R$37.5m | -49.0% | PE4.4x |
