Minerva (BEEF3) Stock Overview
Produces and sells fresh beef, livestock, and by-products in South America and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 4/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
BEEF3 Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Minerva S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R$3.68 |
| 52 Week High | R$7.58 |
| 52 Week Low | R$3.42 |
| Beta | 0.26 |
| 1 Month Change | -10.68% |
| 3 Month Change | -18.22% |
| 1 Year Change | -24.90% |
| 3 Year Change | -66.58% |
| 5 Year Change | -63.09% |
| Change since IPO | -80.83% |
Recent News & Updates
Narrative Update • Jun 02
BEEF3: Index Inclusion And Higher Discount Rate Will Support Future Repricing
Analysts now estimate Minerva’s fair value at approximately R$4.25, reduced from R$6.75, as they apply a higher discount rate, lower revenue growth assumptions of 1.61%, and slightly softer profit margin and future P/E expectations. What's in the News Minerva S.A. has been added to the Brazil IBRX 50 Index, according to a key index constituent update.
Narrative Update • May 01
BEEF3: Higher Future P/E Assumptions Will Support Stronger Fair Value Estimate
Analysts have revised their price target for Minerva to R$10.00, reflecting updated views on fair value, a higher discount rate, more moderate revenue growth and profit margin assumptions, and a higher future P/E multiple. Valuation Changes Fair Value: R$9.91 updated to R$10.00, a small upward adjustment in the estimated fair value per share.Recent updates
Narrative Update • Jun 02
BEEF3: Index Inclusion And Higher Discount Rate Will Support Future Repricing
Analysts now estimate Minerva’s fair value at approximately R$4.25, reduced from R$6.75, as they apply a higher discount rate, lower revenue growth assumptions of 1.61%, and slightly softer profit margin and future P/E expectations. What's in the News Minerva S.A. has been added to the Brazil IBRX 50 Index, according to a key index constituent update.Narrative Update • May 01
BEEF3: Higher Future P/E Assumptions Will Support Stronger Fair Value Estimate
Analysts have revised their price target for Minerva to R$10.00, reflecting updated views on fair value, a higher discount rate, more moderate revenue growth and profit margin assumptions, and a higher future P/E multiple. Valuation Changes Fair Value: R$9.91 updated to R$10.00, a small upward adjustment in the estimated fair value per share.
Narrative Update • Apr 16
BEEF3: Higher Required Return And Margins Will Support Future Re Rating
Analysts have trimmed their price target for Minerva to reflect updated inputs around fair value, discount rate, revenue growth, profit margin and a lower future P/E assumption. This has led to a modest reset that readers should factor into their R$ expectations for the stock.Narrative Update • Apr 02
BEEF3: Higher Required Return And Margins Should Still Support Re Rating
Analysts trimmed their price target for Minerva, reflecting a shift to a lower fair value estimate and a higher discount rate, partially balanced by slightly stronger profit margin assumptions and a modestly lower future P/E multiple. The updated target now sits at around R$7.69 versus R$8.13 previously.Analysis Article • Mar 25
Minerva's (BVMF:BEEF3) Earnings Are Of Questionable Quality
Investors were disappointed with Minerva S.A.'s ( BVMF:BEEF3 ) earnings, despite the strong profit numbers. We think...Narrative Update • Mar 19
BEEF3: Higher Margin Assumptions Will Support Stronger Future Fair Value Estimate
Analysts have set Minerva's price target at R$9.91, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E, while keeping the fair value figure unchanged at R$9.91. Valuation Changes Fair Value: R$9.91 remains unchanged, with no adjustment to the central valuation estimate.Narrative Update • Mar 04
BEEF3: Higher Margin Outlook Will Support Stronger Future Fair Value Estimate
Analysts have adjusted their price target for Minerva to reflect an updated fair value estimate of R$9.91. This revision is supported by updated assumptions for the discount rate, revenue growth, profit margin and future P/E.Narrative Update • Feb 18
BEEF3: Higher Required Return Should Still Allow Shares To Re Rate
Narrative Update on Minerva The analyst price target for Minerva has been adjusted slightly, with the new fair value estimate moving from R$8.14 to R$8.13 as analysts fine tune assumptions around the discount rate, revenue growth, profit margins, and future P/E. Valuation Changes Fair Value: R$8.14 to R$8.13, essentially unchanged with a very small downward adjustment.Narrative Update • Feb 04
BEEF3: Lower Discount Rate Should Support Future Upside In Shares
Analysts have nudged their price target on Minerva slightly higher, now reflecting a modestly lower discount rate and future P/E assumptions that point to a more supportive risk profile and valuation framework for the shares. Valuation Changes Fair Value: Model fair value remains unchanged at 8.1375, indicating no revision to the core valuation output.Narrative Update • Jan 21
BEEF3: Lower Risk Assumptions Will Support Stronger Future Share Repricing
Analysts have raised their price target for Minerva slightly to US$6.75, reflecting modest adjustments to assumptions for the discount rate, revenue growth, profit margins and future P/E ratios. Valuation Changes Fair Value: Maintained at US$6.75 per share, with no change in the central valuation estimate.Narrative Update • Jan 06
BEEF3: Higher Projected P/E Will Support Stronger Future Share Repricing
Analysts have lifted their price target on Minerva from $5.60 to $6.75. They point to updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the main drivers of the change.Analysis Article • Jan 03
Fewer Investors Than Expected Jumping On Minerva S.A. (BVMF:BEEF3)
Minerva S.A.'s ( BVMF:BEEF3 ) price-to-sales (or "P/S") ratio of 0.1x may look like a pretty appealing investment...Narrative Update • Dec 15
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.Analysis Article • Dec 02
Does Minerva (BVMF:BEEF3) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Dec 01
BEEF3: Fair Value Shift And Rising Margins Could Lift Shares This Year
Analysts have raised their fair value estimate for Minerva from $7.93 to $8.20 per share. This reflects slightly more optimistic forecasts for revenue growth and profitability.Narrative Update • Nov 17
BEEF3: Future Index Inclusion Could Drive Shares Higher This Year
Analysts have marginally raised their price target for Minerva from $7.85 to $7.93, citing updates to the discount rate and growth assumptions as reasons for the adjustment. What's in the News Minerva S.A. was recently added to the Brazil Valor BM&FBOVESPA Index (Key Developments) Valuation Changes Fair Value increased slightly from R$7.85 to R$7.93 per share.Narrative Update • Nov 01
BEEF3: Index Addition And Shareholder Meeting Will Shape Near-Term Outlook
Narrative Update: Minerva Price Target Revision Analysts have raised their fair value estimate for Minerva from $7.62 to $7.85. This increase reflects modest improvements in projected revenue growth and a slightly lower discount rate.Narrative Update • Oct 17
Asset Integration And Export Licensing Will Boost Global Sustainability
Analysts have raised Minerva's fair value estimate from $7.37 to $7.62. This change reflects updates in the discount rate, revenue growth, profit margin, and future price-to-earnings expectations.Narrative Update • Oct 03
Asset Integration And Export Licensing Will Boost Global Sustainability
Analysts have raised their price target for Minerva from $7.05 to $7.37, citing improved revenue growth forecasts and a slightly higher profit margin outlook as key drivers of the increase. What's in the News Minerva S.A. is being added to the Brazil Valor BM&FBOVESPA Index, marking an important milestone for the company (Key Developments).Analysis Article • Sep 11
Minerva S.A. (BVMF:BEEF3) Stock Rockets 28% But Many Are Still Ignoring The Company
Minerva S.A. ( BVMF:BEEF3 ) shareholders have had their patience rewarded with a 28% share price jump in the last...Analysis Article • Apr 21
Minerva (BVMF:BEEF3) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysis Article • Mar 15
A Piece Of The Puzzle Missing From Minerva S.A.'s (BVMF:BEEF3) 25% Share Price Climb
Those holding Minerva S.A. ( BVMF:BEEF3 ) shares would be relieved that the share price has rebounded 25% in the last...
New Narrative • Feb 12
Acquisition Of Marfrig's Assets Will Increase Production Capacity By 35%
Increased production capacity and geographic diversification enhance revenue stability and growth amid rising global protein demand.Analysis Article • Nov 10
Minerva S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Minerva S.A. ( BVMF:BEEF3 ) shareholders are probably feeling a little disappointed, since its shares fell 6.4% to...Analysis Article • Aug 28
A Piece Of The Puzzle Missing From Minerva S.A.'s (BVMF:BEEF3) 26% Share Price Climb
The Minerva S.A. ( BVMF:BEEF3 ) share price has done very well over the last month, posting an excellent gain of 26...Analysis Article • Aug 14
We Think You Can Look Beyond Minerva's (BVMF:BEEF3) Lackluster Earnings
Minerva S.A.'s ( BVMF:BEEF3 ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Analysis Article • Aug 11
Minerva S.A. Just Missed EPS By 35%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for Minerva S.A. ( BVMF:BEEF3 ) shareholders, with its shares surging 16% to R$7.51 in...Analysis Article • Jan 29
Is Minerva S.A. (BVMF:BEEF3) Potentially Undervalued?
While Minerva S.A. ( BVMF:BEEF3 ) might not have the largest market cap around , it received a lot of attention from a...Analysis Article • Dec 18
Investors Can Find Comfort In Minerva's (BVMF:BEEF3) Earnings Quality
Soft earnings didn't appear to concern Minerva S.A.'s ( BVMF:BEEF3 ) shareholders over the last week. We think that the...Analysis Article • Oct 20
Is Now An Opportune Moment To Examine Minerva S.A. (BVMF:BEEF3)?
While Minerva S.A. ( BVMF:BEEF3 ) might not be the most widely known stock at the moment, it saw significant share...Analysis Article • Aug 13
Minerva's (BVMF:BEEF3) Dividend Will Be Reduced To R$0.1943
Minerva S.A.'s ( BVMF:BEEF3 ) dividend is being reduced by 11% to R$0.1943 per share on 23rd of August, in comparison...Analysis Article • Jul 12
Minerva (BVMF:BEEF3) Is Experiencing Growth In Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysis Article • Jun 08
Minerva (BVMF:BEEF3) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • May 24
Is Minerva S.A. (BVMF:BEEF3) Potentially Undervalued?
Minerva S.A. ( BVMF:BEEF3 ), is not the largest company out there, but it received a lot of attention from a...Analysis Article • Feb 05
Minerva (BVMF:BEEF3) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Dec 30
Minerva (BVMF:BEEF3) Knows How To Allocate Capital Effectively
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Shareholder Returns
| BEEF3 | BR Food | BR Market | |
|---|---|---|---|
| 7D | -0.3% | -3.4% | -2.8% |
| 1Y | -24.9% | -23.9% | 11.1% |
Return vs Industry: BEEF3 underperformed the BR Food industry which returned -23% over the past year.
Return vs Market: BEEF3 underperformed the BR Market which returned 11.7% over the past year.
Price Volatility
| BEEF3 volatility | |
|---|---|
| BEEF3 Average Weekly Movement | 7.6% |
| Food Industry Average Movement | 5.8% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in BR Market | 7.9% |
| 10% least volatile stocks in BR Market | 1.9% |
Stable Share Price: BEEF3's share price has been volatile over the past 3 months compared to the BR market.
Volatility Over Time: BEEF3's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of BR stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1957 | 30,000 | Fernando de Queiroz | ri.minervafoods.com |
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. Fundamentals Summary
| BEEF3 fundamental statistics | |
|---|---|
| Market cap | R$3.63b |
| Earnings (TTM) | R$711.78m |
| Revenue (TTM) | R$57.04b |
5.1x
P/E Ratio0.1x
P/S RatioIs BEEF3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BEEF3 income statement (TTM) | |
|---|---|
| Revenue | R$57.04b |
| Cost of Revenue | R$47.31b |
| Gross Profit | R$9.73b |
| Other Expenses | R$9.02b |
| Earnings | R$711.78m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 05, 2026
| Earnings per share (EPS) | 0.72 |
| Gross Margin | 17.06% |
| Net Profit Margin | 1.25% |
| Debt/Equity Ratio | 1,323.9% |
How did BEEF3 perform over the long term?
See historical performance and comparisonDividends
8.9%
Current Dividend Yield-18%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/06 12:27 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Minerva S.A. is covered by 22 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gabriel Vaz de Lima | Barclays |
| Georgia Jorge | BB Banco de Investimento S.A. |
| Isabella Simonato | BofA Global Research |