LND
Neutral signalScored 2026-10-20 Drivers: trend, fundamentals. Moteurs : tendance, fondamentaux.
Research, not advice.
À propos
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
- Nom
- BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
- Secteur
- Consumer Defensive
- Industrie
- Agricultural Farm Products
- Bourse
- NYSE
- Capitalisation
- $357.3M
- Employés
- 342
- PDG
- André Guillaumon
- Site web
- https://www.brasil-agro.com
- Marché
- ALCOCHSCLDDLQSGUSNAVFF
BrasilAgro (LND) is a company dedicated to the agricultural sector, specializing in the identification, development, exploitation, and divestment of rural properties suitable for agricultural ventures across Brazil. The company's operations are structured into six distinct segments: Real Estate, Grains, Sugarcane, Livestock, Cotton, and Other activities. Its agricultural endeavors involve the cultivation of major crops such as soybeans, corn, sorghum, cotton, and sugarcane, as well as the raising and sale of weaned beef calves. BrasilAgro maintains a substantial land footprint, managing 17 farms across six Brazilian states and one farm in Paraguay. This expansive portfolio totals 223,551 hectares of company-owned land and 51,747 hectares of leased acreage. Beyond its core operations, BrasilAgro also handles the import and export of agricultural products and inputs. Additionally, it engages in the purchase, sale, and rental of various real estate holdings—both rural and urban—provides real estate brokerage services, and manages third-party assets. Founded in 2005, the firm is headquartered in Sao Paulo, Brazil.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
ACHAT TOTAL: 56750 titres (~199696 USD)
- Insiders
- Elsztain Alejandro Gustavo
- Total bought
-
$199,696
Avg buy (VWAP, 90d window) $3.52 vs last close $3.32 (-5.7%)
- Total sold
-
—
Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-10-05
- Liquidity
- Illiquid $222,010/day · 20d vol
- Last synced
-
2026-10-26 21:10:38
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-05 | Elsztain Alejandro Gustavo | Buy · P | 11,750 | $3.73 | $43,782 | Form 4 |
| 2026-10-02 | Elsztain Alejandro Gustavo | Buy · P | 15,000 | $3.48 | $52,148 | Form 4 |
| 2026-10-01 | Elsztain Alejandro Gustavo | Buy · P | 15,000 | $3.43 | $51,524 | Form 4 |
| 2026-09-30 | Elsztain Alejandro Gustavo | Buy · P | 15,000 | $3.48 | $52,244 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Signal
Neutral signalScored 2026-10-20 Drivers: trend, fundamentals. Moteurs : tendance, fondamentaux.
LND presents a deeply distressed financial profile — negative net margins, debt-to-EBITDA at 16.08x, and a negative interest coverage ratio — leaving virtually no margin of safety for investors.
The first sentence of the analysis written for LND on 2026-10-20 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Supports a bullish reading. Open-market purchases outweigh sales
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Timing Pulls against a bullish reading. Close is more than 0.5 ATR under stored support
- Financial indicators Unavailable or mixed. Current ratio 1.54 · operating margin -0.4% — readings disagree
Suggested stop 3.14, 1.5 ATR under the last close(5.5% under the last close). Reward/risk to the next stored resistance is 1.19. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Recent news
- 2026-09-15 Brasilagro Cia Brasileira De Propriedades Agricolas (NYSE:LND) Shares Pass Below 50 Day Moving Average – Time to Sell? Brasilagro Cia Brasileira De Propriedades Agricolas (NYSE: LND - Get Free Report) passed below its 50-day moving average during trading on Monday. The stock has a 50-day moving average of $3.69 and traded as low as $3.59. Brasilagro Cia Brasileira De Propriedades Agricolas shares last traded at $3.59, with a volume of 68,191 shares traded.
- 2026-09-04 Brasilagro Cia Brasileira De Propriedades Agricolas Q4 Earnings Call Highlights Brasulagro Cia Brasileira De Propriedades Agricolas NYSE: LND reported a net loss of BRL 90 million for its 2025/2026 harvest year ended June 30, 2026, compared with a BRL 138 million loss in the prior-year period, as weaker sugarcane and cotton results offset stronger grain production.
Market snapshot
Financial ratios
| Metric | Trend | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 31.8% | 36.8% | 30.6% | 32.8% | 56.7% | |
| Ebit Margin | -0.4% | 3.2% | 25.4% | 27.7% | 51.5% | |
| Ebitda Margin | 8.5% | 56.7% | 33.3% | 35.1% | 57.6% | |
| Operating Profit Margin | -0.4% | 3.2% | 18.2% | 23.0% | 50.4% | |
| Pretax Profit Margin | -16.5% | 14.3% | 18.8% | 23.4% | 46.6% | |
| Continuous Operations Profit Margin | -10.1% | 15.9% | 22.3% | 22.3% | 38.0% | |
| Net Profit Margin | -10.1% | 15.9% | 22.3% | 22.3% | 38.0% | |
| Bottom Line Profit Margin | -10.1% | 15.9% | 22.3% | 22.3% | 38.0% | |
| Current Ratio | 1.542 | 1.789 | 2.085 | 2.136 | 3.282 | |
| Quick Ratio | 0.747 | 0.940 | 1.243 | 1.454 | 2.136 | |
| Solvency Ratio | -0.006 | 0.063 | 0.215 | 0.272 | 0.534 | |
| Cash Ratio | 0.238 | 0.243 | 0.324 | 0.607 | 0.900 | |
| Price To Earnings Ratio | -19.842 | 15.072 | 11.412 | 9.462 | 4.751 | |
| Price To Earnings Growth Ratio | 0.119 | -0.382 | -0.879 | -0.189 | 0.310 | |
| Forward Price To Earnings Growth Ratio | 0.119 | -0.382 | -0.879 | -0.189 | 0.310 | |
| Price To Earnings Diluted Ratio | -19.842 | 15.072 | 11.462 | 9.462 | 4.779 | |
| Price To Earnings Diluted Growth Ratio | 0.119 | -0.384 | -0.858 | -0.190 | 0.273 | |
| Price To Book Ratio | 0.909 | 0.957 | 1.189 | 1.155 | 1.115 | |
| Price To Sales Ratio | 1.993 | 13.714 | 2.545 | 2.112 | 1.805 | |
| Price To Free Cash Flow Ratio | 58.861 | 35.110 | 235.262 | 26.730 | 16.006 | |
| Price To Operating Cash Flow Ratio | 18.871 | 14.954 | 32.634 | 16.297 | 12.040 | |
| Debt To Assets Ratio | 0.386 | 0.342 | 0.290 | 0.249 | 0.210 | |
| Debt To Equity Ratio | 0.707 | 0.602 | 0.479 | 0.397 | 0.317 | |
| Debt To Capital Ratio | 0.414 | 0.376 | 0.324 | 0.284 | 0.241 | |
| Long Term Debt To Capital Ratio | 0.213 | 0.196 | 0.188 | 0.140 | 0.129 | |
| Financial Leverage Ratio | 1.830 | 1.762 | 1.654 | 1.597 | 1.510 | |
| Working Capital Turnover Ratio | 2.043 | 0.278 | 1.579 | 1.319 | 1.242 | |
| Operating Cash Flow Ratio | 0.138 | 0.212 | 0.151 | 0.246 | 0.424 | |
| Operating Cash Flow Sales Ratio | 0.106 | 0.917 | 0.078 | 0.130 | 0.150 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.321 | 0.426 | 0.139 | 0.610 | 0.752 | |
| Debt Service Coverage Ratio | 0.186 | 0.233 | 1.531 | 1.636 | 3.503 | |
| Interest Coverage Ratio | -0.021 | 0.203 | 2.764 | 5.353 | 10.143 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.175 | 0.391 | 0.448 | 0.786 | 1.663 | |
| Operating Cash Flow Coverage Ratio | 0.068 | 0.106 | 0.076 | 0.179 | 0.292 | |
| Capital Expenditure Coverage Ratio | 1.472 | 1.742 | 1.161 | 2.562 | 4.036 | |
| Dividend Paid And Capex Coverage Ratio | 0.677 | 0.590 | 0.205 | 0.409 | 0.402 | |
| Dividend Payout Ratio | -0.833 | 6.468 | 1.406 | 1.192 | 0.884 | |
| Enterprise Value Multiple | 39.513 | 37.551 | 10.224 | 7.176 | 3.473 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 31.8% | ▼-4.9% | ▼-5.9% |
| Ebit Margin | -0.4% | ▼-3.7% | ▼-21.9% |
| Ebitda Margin | 8.5% | ▼-48.2% | ▼-29.7% |
| Operating Profit Margin | -0.4% | ▼-3.7% | ▼-19.3% |
| Pretax Profit Margin | -16.5% | ▼-30.9% | ▼-33.9% |
| Continuous Operations Profit Margin | -10.1% | ▼-26.0% | ▼-27.8% |
| Net Profit Margin | -10.1% | ▼-26.0% | ▼-27.8% |
| Bottom Line Profit Margin | -10.1% | ▼-26.0% | ▼-27.8% |
| Current Ratio | 1.542 | ▼-0.247 | ▼-0.625 |
| Quick Ratio | 0.747 | ▼-0.194 | ▼-0.557 |
| Solvency Ratio | -0.006 | ▼-0.070 | ▼-0.222 |
| Cash Ratio | 0.238 | ▼-0.005 | ▼-0.224 |
| Price To Earnings Ratio | -19.842 | ▼-34.914 | ▼-24.013 |
| Price To Earnings Growth Ratio | 0.118 | ▲0.500 | ▲0.323 |
| Forward Price To Earnings Growth Ratio | 0.118 | ▲0.500 | ▲0.323 |
| Price To Earnings Diluted Ratio | -19.842 | ▼-34.914 | ▼-24.029 |
| Price To Earnings Diluted Growth Ratio | 0.118 | ▲0.503 | ▲0.327 |
| Price To Book Ratio | 0.909 | ▼-0.048 | ▼-0.156 |
| Price To Sales Ratio | 1.993 | ▼-11.720 | ▼-2.440 |
| Price To Free Cash Flow Ratio | 58.861 | ▲23.751 | ▼-15.533 |
| Price To Operating Cash Flow Ratio | 18.871 | ▲3.917 | ▼-0.088 |
| Debt To Assets Ratio | 0.386 | ▲0.044 | ▲0.091 |
| Debt To Equity Ratio | 0.707 | ▲0.105 | ▲0.207 |
| Debt To Capital Ratio | 0.414 | ▲0.038 | ▲0.086 |
| Long Term Debt To Capital Ratio | 0.213 | ▲0.018 | ▲0.040 |
| Financial Leverage Ratio | 1.830 | ▲0.068 | ▲0.160 |
| Working Capital Turnover Ratio | 2.043 | ▲1.765 | ▲0.751 |
| Operating Cash Flow Ratio | 0.138 | ▼-0.074 | ▼-0.096 |
| Operating Cash Flow Sales Ratio | 0.106 | ▼-0.811 | ▼-0.170 |
| Free Cash Flow Operating Cash Flow Ratio | 0.321 | ▼-0.105 | ▼-0.129 |
| Debt Service Coverage Ratio | 0.186 | ▼-0.047 | ▼-1.232 |
| Interest Coverage Ratio | -0.021 | ▼-0.224 | ▼-3.710 |
| Short Term Operating Cash Flow Coverage Ratio | 0.175 | ▼-0.217 | ▼-0.518 |
| Operating Cash Flow Coverage Ratio | 0.068 | ▼-0.038 | ▼-0.076 |
| Capital Expenditure Coverage Ratio | 1.472 | ▼-0.270 | ▼-0.723 |
| Dividend Paid And Capex Coverage Ratio | 0.677 | ▲0.087 | ▲0.221 |
| Dividend Payout Ratio | -0.833 | ▼-7.301 | ▼-2.657 |
| Enterprise Value Multiple | 39.513 | ▲1.962 | ▲19.925 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $1.84B | $2.08B | $2.59B | $2.54B | $2.47B | |
| Enterprise value | $3.10B | $3.23B | $3.46B | $3.03B | $2.74B | |
| EV / Sales | 3.36x | 21.29x | 3.40x | 2.52x | 2.00x | |
| EV / Op. cash flow | 31.82x | 23.22x | 43.63x | 19.43x | 13.34x | |
| EV / Free cash flow | 99.25x | 54.52x | 314.51x | 31.87x | 17.73x | |
| EV / EBITDA | 39.51x | 37.55x | 10.22x | 7.18x | 3.47x | |
| Net debt / EBITDA | 16.08x | 13.37x | 2.58x | 1.16x | 0.34x | |
| Current ratio | 1.54x | 1.79x | 2.08x | 2.14x | 3.28x | |
| Income quality | -1.04x | 1.01x | 0.35x | 0.58x | 0.39x | |
| Graham number | — | $11 | $33 | $36 | $52 | |
| Graham net-net | -$10 | -$9 | -$7 | -$4 | -$0 | |
| Tax burden | 61.1% | 110.7% | 118.5% | 95.3% | 81.6% | |
| Interest burden | 3895.8% | 441.9% | 74.0% | 84.5% | 90.4% | |
| Working capital | $383.2M | $519.6M | $572.2M | $717.6M | $1.10B | |
| Invested capital | $914.6M | $1.04B | $1.04B | $1.04B | $1.35B | |
| Return on assets | -2.5% | 0.6% | 6.3% | 7.7% | 15.5% | |
| Operating ROA | -0.1% | 0.1% | 5.2% | 8.0% | 20.4% | |
| Return on tangible assets | -2.5% | 0.6% | 6.3% | 7.7% | 15.6% | |
| Return on equity | -4.6% | 1.1% | 10.4% | 12.2% | 23.5% | |
| Return on invested capital | -0.1% | 0.1% | 5.6% | 8.4% | 18.8% | |
| Return on capital employed | -0.1% | 0.2% | 6.0% | 9.6% | 24.1% | |
| Earnings yield | -5.1% | 1.2% | 8.8% | 10.6% | 21.1% | |
| Free cash flow yield | 1.7% | 2.8% | 0.4% | 3.7% | 6.2% | |
| Capex / Op. cash flow | 67.9% | 57.4% | 86.1% | 39.0% | 24.8% | |
| Capex / Depreciation | 80.4% | 98.5% | 85.3% | 68.7% | 61.5% | |
| Capex / Sales | 7.2% | 52.6% | 6.7% | 5.1% | 3.7% | |
| SG&A / Sales | 13.6% | 12.6% | 10.0% | 7.7% | 6.0% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 0.0% | 0.9% | 0.2% | 0.5% | 0.2% | |
| Intangibles / Total assets | 0.1% | 0.1% | 0.1% | 0.1% | 0.0% | |
| Days sales outstanding | 130d | 925d | 136d | 125d | 103d | |
| Days payables outstanding | 37d | 394d | 35d | 28d | 50d | |
| Operating cycle | 456d | 3049d | 365d | 319d | 445d | |
| Cash conversion cycle | 419d | 2655d | 330d | 291d | 396d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years