MBRF3 Share Price Performance
R$19.57
-1.57 (-7.43%)
21.1% undervalued intrinsic discount
R$24.81
Fair Value
Price R$19.57
AnalystConsensusTarget R$24.81
AnalystHighTarget R$30.50
AnalystLowTarget R$16.63
Fair ValueR$24.81
Share Pricen/a
MBRF Global Foods Company S.A. Stock Price
- 3 Narratives written by author
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- 16 Fair Values set on narratives written by author
MBRF3 Community Narratives
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Fair Value R$24.81 21.1% undervalued intrinsic discount
MBRF3: Lower Risk Premium And Improved Profitability Will Support Fair Value
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AN
Fair Value R$30.5 35.8% undervalued intrinsic discount
Rising Global Protein Demand And Automation Will Expand Exports
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Fair Value R$16.63 17.7% overvalued intrinsic discount
Global Consumer Shifts And Debt Pressures Will Diminish Prospects
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Rising Global Protein Demand And Automation Will Expand Exports
Key Takeaways Aggressive integration, automation, and premium product focus could reset profitability higher, placing Marfrig ahead of competitors in sustainable margin performance. Rising global demand and new export capabilities, coupled with a potential U.S. listing, position Marfrig for outpaced revenue growth and greater shareholder returns.Read more
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AN
R$30.5
35.8% undervalued intrinsic discount
Fair Value
Revenue
4.85% p.a.
Profit Margin
2.08%
Future PE
23.53x
Price in 2029
R$53.54
MBRF3: Lower Risk Premium And Improved Profitability Will Support Fair Value
Key Takeaways Persistent optimism hinges on robust global beef demand and efficiency gains, supporting higher margins and diversified, resilient revenue streams through export expansion. Positive sentiment centers on merger synergies, focus on value-added products, and improved cash flow fueling elevated shareholder returns and valuation expectations.Read more
109
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AN
R$24.81
21.1% undervalued intrinsic discount
Fair Value
Revenue
3.39% p.a.
Profit Margin
1.15%
Future PE
36.84x
Price in 2029
R$43.42
Global Consumer Shifts And Debt Pressures Will Diminish Prospects
Key Takeaways Shifting consumer preferences and stricter environmental regulations threaten core beef revenues, margin sustainability, and future international expansion. High financial leverage and exposure to operational disruptions increase vulnerability, while rising input costs and competition erode profitability.Read more
10
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AN
R$16.63
17.7% overvalued intrinsic discount
Fair Value
Revenue
3.6% p.a.
Profit Margin
2.29%
Future PE
12.35x
Price in 2029
R$29.1
Trending Discussion
Recently Updated Narratives
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MBRF3: Higher Margin Assumptions Will Support Future Upside Potential
Fair Value: R$30.5 35.8% undervalued intrinsic discount
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MBRF3: Future Earnings Will Benefit From Higher Margins And Index Removal
Fair Value: R$24.81 21.1% undervalued intrinsic discount
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MBRF3: Merger Integration Risk Will Drive Cautious View On 2026 Chicken Outlook
Fair Value: R$16.63 17.7% overvalued intrinsic discount
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Snowflake Analysis
MBRF Global Foods Company S.A. Key Details
About MBRF3
- Founded
- 1986
- Employees
- 130000
- CEO
- WebsiteView website
MBRF Global Foods Company S.A., through its subsidiaries, operates in the food industry in Brazil and internationally. It operates through Beef North America, Beef South America, and BRF segments. The company produces, processes, distributes, and sells animal-based proteins, such as beef, pork, lamb, fish, and poultry; pasta, margarine, vegetable, pet food, and plant-based proteins; processed hamburgers; and various ready-to-eat products. It also engages in leather industrialization; trading activities; transportation; transportation leasing; energy generation, trading, and related services; processing, sale, distribution, and retail of animal feed and nutritional products; road freight; manufacture, distribution, and marketing of pet food products; and processing of canned meats and other processed products. In addition, the company provides administrative and marketing services, logistics services, and consulting services. It imports, sells, and exports its products to restaurant and supermarket chains, and homes. The company sells its products under the Sadia, Sadia Bassi, Perdigão, Perdigão Montana, Perdigão Na Brasa, Qualy, Claybom, Deline, Banvit, Paty, and Quickfood brands. MBRF Global Foods Company S.A. was founded in 1986 and is headquartered in São Paulo, Brazil.
