BEEF3 Share Price Performance
R$3.80
-2.21 (-36.77%)
49.0% undervalued intrinsic discount
R$7.45
Fair Value
Price R$3.80
AnalystConsensusTarget R$7.45
AnalystLowTarget R$6.75
AnalystHighTarget R$9.91
Fair ValueR$7.45
Share Pricen/a
Minerva S.A. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 18 Fair Values set on narratives written by author
BEEF3 Community Narratives
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Fair Value
·Fair Value R$7.45 49.0% undervalued intrinsic discount
BEEF3: Index Addition And Shareholder Meeting Will Shape Near-Term Outlook
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Fair Value
·Fair Value R$6.75 43.7% undervalued intrinsic discount
Export Risks And Integration Hurdles Will Enable Slight Margin Recovery
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Fair Value
·Fair Value R$10 62.0% undervalued intrinsic discount
Growing Middle Class And Urbanization Will Drive Premium Beef Demand
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Growing Middle Class And Urbanization Will Drive Premium Beef Demand
Key Takeaways Rapid synergy realization and operational efficiency are set to drive outperformance in earnings, margin resilience, and cash flow ahead of initial expectations. Strategic geographic diversification and emphasis on premium, sustainable products position Minerva for durable growth and industry-leading profitability despite market and geopolitical volatility.Read more
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R$10
62.0% undervalued intrinsic discount
Fair Value
Revenue
5.86% p.a.
Profit Margin
2.14%
Future PE
17.8x
Price in 2029
R$11.43
BEEF3: Index Addition And Shareholder Meeting Will Shape Near-Term Outlook
Key Takeaways Improving asset utilization and efficiency, alongside cost controls, is set to enhance margins, profitability, and returns as newly acquired operations integrate. Strong export focus, market diversification, and ESG leadership support stable revenue growth, reduced earnings volatility, and greater access to premium global markets.Read more
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R$7.45
49.0% undervalued intrinsic discount
Fair Value
Revenue
3.38% p.a.
Profit Margin
2.27%
Future PE
13.21x
Price in 2029
R$8.38
Export Risks And Integration Hurdles Will Enable Slight Margin Recovery
Key Takeaways Structural risks from climate regulation, trade barriers, and shifting consumer preferences threaten revenue stability and long-term profitability. Currency volatility, political instability, and supply chain scrutiny in key markets present persistent challenges to growth and capital returns.Read more
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R$6.75
43.7% undervalued intrinsic discount
Fair Value
Profit Margin
1.87%
Future PE
13.22x
Price in 2029
R$12.89
Trending Discussion
Recently Updated Narratives
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BEEF3: Higher Future P/E Assumptions Will Support Stronger Fair Value Estimate
Fair Value: R$10 62.0% undervalued intrinsic discount
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BEEF3: Higher Required Return And Margins Will Support Future Re Rating
Fair Value: R$7.45 49.0% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
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BEEF3: Lower Risk Assumptions Will Support Stronger Future Share Repricing
Fair Value: R$6.75 43.7% undervalued intrinsic discount
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Snowflake Analysis
Minerva S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- 0.82
- 17.35%
- 1.48%
- 1,467.7%
About BEEF3
- Founded
- 1957
- Employees
- 40000
- CEO
- WebsiteView website
Minerva S.A. produces and sells fresh beef, livestock, and by-products in South America and internationally. The company is also involved in slaughtering, deboning, and meat processing; selling chilled, frozen, and processed meat, as well as beef, pork, and poultry products; exporting and selling live cattle; and breeding and selling live cattle, lambs, pigs, and other live animals. In addition, it trades in electricity; trades in proteins and food products; sells third parties’ brands primarily Swift products; and prepares products for animals, which include meat/bone meal, blood, and tallow. Minerva S.A. was founded in 1957 and is headquartered in Barretos, Brazil.
