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Brazilian (BOVESPA) Packaged Foods and Meats Industry Analysis

UpdatedAug 25, 2026
DataAggregated Company Financials
Companies8
  • 7D12.6%
  • 3M6.3%
  • 1Y-18.4%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has risen 16%, driven by gains from every company within the industry. In contrast, the industry has lost 15% in the last 12 months. Earnings are forecast to grow by 41% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Aug 2026R$40.9bR$198.9bR$2.0b12.2x20.8x0.2x
Thu, 23 Jul 2026R$36.7bR$197.5bR$2.6b14.6x14.2x0.2x
Sat, 20 Jun 2026R$37.9bR$200.1bR$2.9b11.3x13.3x0.2x
Mon, 18 May 2026R$40.8bR$197.3bR$2.6b14.1x15.8x0.2x
Wed, 15 Apr 2026R$49.2bR$197.8bR$2.5b15x19.4x0.2x
Fri, 13 Mar 2026R$41.6bR$195.7bR$3.7b14.6x11.3x0.2x
Sun, 08 Feb 2026R$44.3bR$196.2bR$3.3b14x13.4x0.2x
Tue, 06 Jan 2026R$43.9bR$196.3bR$3.3b11.9x13.3x0.2x
Thu, 04 Dec 2025R$43.2bR$196.3bR$3.3b12.7x13.1x0.2x
Sat, 01 Nov 2025R$32.8bR$191.4bR$3.3b10.4x9.8x0.2x
Mon, 29 Sep 2025R$34.3bR$191.7bR$3.4b10.6x10.2x0.2x
Wed, 27 Aug 2025R$69.2bR$255.6bR$7.0b10.7x10x0.3x
Fri, 25 Jul 2025R$70.8bR$251.7bR$6.9b10.7x10.3x0.3x
Sun, 22 Jun 2025R$70.9bR$252.6bR$7.4b10x9.5x0.3x
Tue, 20 May 2025R$160.2bR$694.4bR$18.3b8.6x8.7x0.2x
Thu, 17 Apr 2025R$165.0bR$659.1bR$16.6b10.3x9.9x0.3x
Sat, 15 Mar 2025R$134.8bR$640.9bR$14.3b8.5x9.4x0.2x
Mon, 10 Feb 2025R$141.8bR$631.1bR$13.4b10.3x10.6x0.2x
Wed, 08 Jan 2025R$152.7bR$630.8bR$19.9b8.4x7.7x0.2x
Fri, 06 Dec 2024R$169.8bR$628.6bR$19.9b10.5x8.5x0.3x
Sun, 03 Nov 2024R$156.9bR$603.3bR$8.5b18.8x18.4x0.3x
Tue, 01 Oct 2024R$143.9bR$602.9bR$8.5b17.5x17x0.2x
Thu, 29 Aug 2024R$158.2bR$602.9bR$8.5b19.1x18.7x0.3x
Sat, 27 Jul 2024R$145.3bR$586.4bR$3.6b21.3x40.7x0.2x
Mon, 24 Jun 2024R$139.7bR$586.1bR$3.6b21.1x39.2x0.2x
Wed, 22 May 2024R$136.4bR$585.3bR$3.0b21.2x45.1x0.2x
Fri, 19 Apr 2024R$114.1bR$581.9b-R$2,223,350,000.0018x-51.3x0.2x
Sun, 17 Mar 2024R$117.7bR$584.2b-R$4,668,396,000.0029.2x-25.2x0.2x
Tue, 13 Feb 2024R$110.5bR$582.5b-R$6,290,089,000.0011.1x-17.6x0.2x
Thu, 11 Jan 2024R$111.1bR$584.2b-R$6,052,631,000.0016.2x-18.4x0.2x
Sat, 09 Dec 2023R$112.4bR$584.2b-R$6,052,631,000.0016.2x-18.6x0.2x
Mon, 06 Nov 2023R$100.9bR$592.3bR$2.0b11.1x49.6x0.2x
Wed, 04 Oct 2023R$94.3bR$592.1bR$2.1b10.9x45.3x0.2x
Fri, 01 Sep 2023R$94.6bR$592.1bR$2.1b10.8x45.4x0.2x
Price to Earnings Ratio

45.4x


Total Market Cap: R$94.6bTotal Earnings: R$2.1bTotal Revenue: R$592.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaged Foods and Meats Industry Price to Earnings3Y Average 9.7x202420252026
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 21.4x which is higher than its 3-year average PE of 9.7x.
  • 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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 30% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Comparison

How does Brazilian Packaged Foods and Meats compare with similar industries?

BR Market2.58%
Consumer Staples5.46%
Food11.59%
Packaged Foods and Meats12.57%
Agricultural Products9.17%
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
MBRF3 MBRF Global FoodsR$18.4614.8%
+R$3.3b		-19.0%PE70x
SMTO3 São MartinhoR$19.2721.2%
+R$1.1b		15.3%PE7.7x
BEEF3 MinervaR$3.9317.3%
+R$574.9m		-33.7%PE8.5x
JALL3 Jalles Machado S/AR$2.5721.2%
+R$135.7m		-6.2%PS0.4x
CAML3 Camil AlimentosR$4.762.6%
+R$40.9m		5.5%PE14.7x

Latest News

CAML3
R$4.76
Camil Alimentos
7D
2.6%
1Y
5.5%
MBRF3
R$18.46
MBRF Global Foods
7D
14.8%
1Y
-19.0%
SMTO3
R$19.27
São Martinho
7D
21.2%
1Y
15.3%
BEEF3
R$3.93
Minerva
7D
17.3%
1Y
-33.7%
Narrative Update • Aug 19

BEEF3: Stronger Margins Will Support Future Share Price Performance

Minerva's updated analyst price target has shifted in line with a revised fair value estimate of R$7.88 per share, with analysts pointing to slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E to support the new view. What’s in the News for Minerva No recent news items for Minerva were available from the specified sources as of 19 Aug 2026.
JALL3
R$2.57
Jalles Machado S/A
7D
21.2%
1Y
-6.2%
MNPR3
R$4.15
Minupar Participações
7D
-2.1%
1Y
29.2%
MDIA3
R$17.20
M. Dias Branco Indústria e Comércio de Alimentos
7D
0.3%
1Y
-41.6%