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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedApr 21, 2026
DataAggregated Company Financials
Companies8
  • 7D-8.4%
  • 3M-0.6%
  • 1Y-6.1%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 3.0%, driven by declines from every company within the industry. Overall the industry is down 4.9% in 12 months. As for the next few years, earnings are expected to grow by 35% 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, 21 Apr 2026R$45.1bR$197.8bR$2.5b14.6x17.7x0.2x
Thu, 19 Mar 2026R$41.5bR$196.0bR$3.7b14.3x11.3x0.2x
Sat, 14 Feb 2026R$44.7bR$195.9bR$3.6b13.7x12.5x0.2x
Mon, 12 Jan 2026R$44.1bR$196.3bR$3.3b12.1x13.3x0.2x
Wed, 10 Dec 2025R$44.1bR$196.3bR$3.3b11.9x13.4x0.2x
Fri, 07 Nov 2025R$43.7bR$191.4bR$3.3b13.6x13.1x0.2x
Sun, 05 Oct 2025R$33.1bR$191.7bR$3.4b10.1x9.8x0.2x
Tue, 02 Sep 2025R$71.7bR$255.6bR$7.0b11.6x10.3x0.3x
Thu, 31 Jul 2025R$71.7bR$251.7bR$6.9b11.2x10.4x0.3x
Sat, 28 Jun 2025R$68.3bR$251.9bR$6.9b10.7x9.9x0.3x
Mon, 26 May 2025R$166.4bR$694.4bR$18.3b8.9x9.1x0.2x
Wed, 23 Apr 2025R$169.8bR$659.1bR$16.6b10.6x10.2x0.3x
Fri, 21 Mar 2025R$156.2bR$640.9bR$14.3b9.4x10.9x0.2x
Sun, 16 Feb 2025R$138.7bR$631.1bR$13.4b10x10.4x0.2x
Tue, 14 Jan 2025R$150.1bR$234.2bR$12.6b7.7x11.9x0.6x
Thu, 12 Dec 2024R$168.4bR$628.6bR$19.9b10.5x8.5x0.3x
Sat, 09 Nov 2024R$152.2bR$603.3bR$8.5b18.8x17.8x0.3x
Mon, 07 Oct 2024R$146.0bR$602.9bR$8.5b17.9x17.2x0.2x
Wed, 04 Sep 2024R$151.3bR$602.9bR$8.5b18.7x17.9x0.3x
Fri, 02 Aug 2024R$147.7bR$586.4bR$3.6b21.3x41.3x0.3x
Sun, 30 Jun 2024R$147.4bR$586.1bR$3.6b21.3x41.4x0.3x
Tue, 28 May 2024R$134.5bR$585.3bR$3.0b20.9x44.5x0.2x
Thu, 25 Apr 2024R$113.5bR$581.9b-R$2,223,350,000.0018x-51.1x0.2x
Sat, 23 Mar 2024R$116.5bR$584.2b-R$4,668,396,000.0028.8x-24.9x0.2x
Mon, 19 Feb 2024R$110.1bR$582.4b-R$6,665,064,000.0023.4x-16.5x0.2x
Wed, 17 Jan 2024R$113.7bR$584.6b-R$6,056,627,000.0016.3x-18.8x0.2x
Fri, 15 Dec 2023R$114.7bR$584.2b-R$6,052,631,000.0016.7x-19x0.2x
Sun, 12 Nov 2023R$103.7bR$592.2bR$2.2b9.8x46.3x0.2x
Tue, 10 Oct 2023R$94.6bR$592.1bR$2.1b10.8x45.5x0.2x
Thu, 07 Sep 2023R$94.1bR$592.1bR$2.1b11.1x45.2x0.2x
Sat, 05 Aug 2023R$98.0bR$597.6bR$12.3b8.2x8x0.2x
Mon, 03 Jul 2023R$84.5bR$597.4bR$12.3b7x6.9x0.1x
Wed, 31 May 2023R$79.6bR$597.1bR$12.5b6.9x6.3x0.1x
Fri, 28 Apr 2023R$73.7bR$589.9bR$19.5b5.1x3.8x0.1x
Price to Earnings Ratio

3.8x


Total Market Cap: R$73.7bTotal Earnings: R$19.5bTotal Revenue: R$589.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 9.1x202420252026
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 17.7x which is higher than its 3-year average PE of 9.1x.
  • 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 49% 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-1.26%
Consumer Staples-4.23%
Food-7.34%
Packaged Foods and Meats-8.41%
Agricultural Products-4.83%
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
JOPA3 JOSAPAR Joaquim Oliveira ParticipaçõesR$17.100.5%
+R$952.4k		-14.9%PE15.2x

Latest News

JALL3
R$3.19
Jalles Machado S/A
7D
-9.1%
1Y
-21.2%
MBRF3
R$19.57
MBRF Global Foods
7D
-10.5%
1Y
-7.4%

MBRF3: Higher Margin Assumptions Will Support Future Upside Potential

Analysts have maintained their R$30.50 price target for MBRF Global Foods, citing updated assumptions for revenue growth, profit margins and future P/E, which they view as offsetting each other at the current valuation level. Valuation Changes Fair Value: Target fair value remains unchanged at R$30.50 per share.
MDIA3
R$23.58
M. Dias Branco Indústria e Comércio de Alimentos
7D
-0.5%
1Y
-6.4%

MDIA3: Upcoming Shareholder Meeting Will Support Richer Future P/E Expectations

Analysts now set their price target for M. Dias Branco Indústria e Comércio de Alimentos at R$26.90, down from R$28.14.
SMTO3
R$16.49
São Martinho
7D
-10.1%
1Y
-15.3%

SMTO3: Higher Discount Rate And Rich P/E Will Restrain Future Upside

Analysts have adjusted their price target on São Martinho to R$14.80, reflecting updated assumptions around the discount rate, revenue growth, profit margins and future P/E that broadly align with prior estimates while fine tuning the risk and earnings outlook. Valuation Changes Fair Value: R$14.80 is unchanged.
CAML3
R$6.71
Camil Alimentos
7D
-5.5%
1Y
65.3%
MNPR3
R$4.20
Minupar Participações
7D
-5.6%
1Y
65.4%
BEEF3
R$4.13
Minerva
7D
-2.4%
1Y
-46.2%

BEEF3: Higher Required Return And Margins Will Support Future Re Rating

Analysts have trimmed their price target for Minerva to reflect updated inputs around fair value, discount rate, revenue growth, profit margin and a lower future P/E assumption. This has led to a modest reset that readers should factor into their R$ expectations for the stock.
JOPA3
R$17.10
JOSAPAR Joaquim Oliveira Participações
7D
0.5%
1Y
-14.9%