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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies8
  • 7D1.2%
  • 3M1.6%
  • 1Y5.9%
  • YTDn/a

In the last week, the Packaged Foods and Meats industry is up 1.2%, with Marfrig Global Foods up 2.3%. This means that the industry has gained 5.6% over the past year. As for the next few years, earnings are expected to grow by 6.6% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026R$45.3bR$196.3bR$3.3b11.8x13.7x0.2x
Sun, 30 Nov 2025R$44.8bR$196.3bR$3.3b12.7x13.6x0.2x
Tue, 28 Oct 2025R$31.4bR$191.4bR$3.3b10.4x9.4x0.2x
Thu, 25 Sep 2025R$34.7bR$191.7bR$3.4b10.8x10.3x0.2x
Sat, 23 Aug 2025R$69.1bR$255.6bR$7.0b10.8x9.9x0.3x
Mon, 21 Jul 2025R$69.4bR$251.7bR$6.9b10.7x10.1x0.3x
Wed, 18 Jun 2025R$71.5bR$252.5bR$7.5b10.2x9.6x0.3x
Fri, 16 May 2025R$156.0bR$684.5bR$17.7b10.3x8.8x0.2x
Sun, 13 Apr 2025R$159.6bR$659.1bR$16.6b10.1x9.6x0.2x
Tue, 11 Mar 2025R$133.8bR$640.9bR$14.3b8.6x9.3x0.2x
Thu, 06 Feb 2025R$141.6bR$630.8bR$13.6b10.5x10.4x0.2x
Sat, 04 Jan 2025R$155.8bR$628.6bR$19.9b9.6x7.8x0.2x
Mon, 02 Dec 2024R$160.4bR$628.6bR$19.9b10.3x8.1x0.3x
Wed, 30 Oct 2024R$156.8bR$603.3bR$8.5b18.6x18.4x0.3x
Fri, 27 Sep 2024R$145.3bR$602.9bR$8.5b17.3x17.1x0.2x
Sun, 25 Aug 2024R$156.7bR$602.9bR$8.5b18.8x18.5x0.3x
Tue, 23 Jul 2024R$141.5bR$586.4bR$3.6b21.3x39.6x0.2x
Thu, 20 Jun 2024R$135.5bR$585.3bR$3.0b21.1x44.8x0.2x
Sat, 18 May 2024R$135.1bR$585.3bR$3.0b21.3x44.7x0.2x
Mon, 15 Apr 2024R$113.1bR$581.9b-R$2,223,350,000.0018.1x-50.9x0.2x
Wed, 13 Mar 2024R$116.1bR$584.2b-R$4,668,396,000.0028.4x-24.9x0.2x
Fri, 09 Feb 2024R$114.5bR$582.4b-R$6,071,032,000.0010.8x-18.9x0.2x
Sun, 07 Jan 2024R$111.6bR$584.2b-R$6,052,631,000.0016x-18.4x0.2x
Tue, 05 Dec 2023R$117.2bR$584.2b-R$6,052,631,000.0015.7x-19.4x0.2x
Thu, 02 Nov 2023R$97.0bR$592.3bR$2.0b10.9x47.7x0.2x
Sat, 30 Sep 2023R$92.2bR$592.1bR$2.1b11x44.3x0.2x
Mon, 28 Aug 2023R$93.4bR$592.1bR$2.1b10.7x44.9x0.2x
Wed, 26 Jul 2023R$89.5bR$597.6bR$12.3b7.8x7.3x0.1x
Fri, 23 Jun 2023R$90.0bR$597.5bR$12.5b7.6x7.2x0.2x
Sun, 21 May 2023R$80.4bR$597.2bR$12.5b7.2x6.4x0.1x
Tue, 18 Apr 2023R$73.0bR$589.9bR$19.5b5.4x3.8x0.1x
Thu, 16 Mar 2023R$79.4bR$593.6bR$23.7b6.9x3.3x0.1x
Sat, 11 Feb 2023R$80.1bR$578.9bR$26.9b6.4x3x0.1x
Mon, 09 Jan 2023R$88.8bR$578.6bR$26.8b5.9x3.3x0.2x
Price to Earnings Ratio

3.3x


Total Market Cap: R$88.8bTotal Earnings: R$26.8bTotal Revenue: R$578.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 8x202420252026
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 13.7x which is higher than its 3-year average PE of 8.0x.
  • 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 50% 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 Market0.35%
Consumer Staples2.33%
Food0.98%
Packaged Foods and Meats1.20%
Agricultural Products0.44%
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
BEEF3 MinervaR$5.760.7%
+R$39.4m		21.0%PS0.1x
MDIA3 M. Dias Branco Indústria e Comércio de AlimentosR$23.960.3%
+R$20.1m		22.3%PE11.8x
MNPR3 Minupar ParticipaçõesR$4.605.7%
+R$17.8m		109.6%PE0.6x
CAML3 Camil AlimentosR$5.500.5%
+R$10.2m		-1.8%PE11.4x

Latest News

CAML3
R$5.50
Camil Alimentos
7D
0.5%
1Y
-1.8%

CAML3: Weaker Revenue Outlook Will Likely Limit Future Share Price Upside

Analysts have slightly trimmed their price target on Camil Alimentos, citing a weaker revenue growth outlook despite modest improvements in profit margin and valuation metrics. These factors keep the stock near its previously estimated fair value.
SMTO3
R$15.12
São Martinho
7D
-1.5%
1Y
-37.5%

SMTO3: Removal From FTSE Index Will Pressure Liquidity And Returns

Analysts have reduced their price target on São Martinho from R$20.50 to R$13.90, reflecting a more cautious view on revenue growth and profitability, as well as a higher required return despite a richer assumed future valuation multiple. What's in the News São Martinho S.A. (BOVESPA:SMTO3) was removed from the FTSE All-World Index (USD), which may reduce passive fund ownership and trading liquidity (Index Constituent Drops, FTSE All-World).
BEEF3
R$5.76
Minerva
7D
0.7%
1Y
21.0%

BEEF3: Higher Required Returns May Still Allow Shares To Climb

Analysts have trimmed their price target on Minerva by approximately $0.06 per share. This reflects slightly higher perceived risk from a modestly increased discount rate, which more than offsets small improvements in projected revenue growth and future valuation multiples.
MBRF3
R$19.98
Marfrig Global Foods
7D
-0.1%
1Y
18.6%

MBRF3: Future Earnings Outlook Will Benefit From Tighter 2026 Chicken Supply

Analysts modestly raised their price target on Marfrig Global Foods to R$29, reflecting a slightly higher fair value estimate of about R$25.16 per share. This revision is supported by expectations for a tighter Brazil chicken supply-demand balance in 2026 following the Marfrig BRF merger.
JALL3
R$2.77
Jalles Machado S/A
7D
-4.5%
1Y
-38.7%

JALL3: Higher Multiple Is Expected To Offset Softer Profitability Outlook

Analysts have trimmed their price target for Jalles Machado S/A to R$5.88 from R$6.32. This reflects more cautious assumptions for revenue growth and profit margins, even though a higher expected future P/E multiple is being used.
MDIA3
R$23.96
M. Dias Branco Indústria e Comércio de Alimentos
7D
0.3%
1Y
22.3%
MNPR3
R$4.60
Minupar Participações
7D
5.7%
1Y
109.6%