BrasilAgro - Companhia Brasileira de Propriedades Agrícolas(LND)Earnings, Financials & Key Ratios
LND•NYSE
$3.59
13.4× P/E·Price updated Jul 2, 2026
AboutBrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil. The company operates through six segments: Real Estate, Grains, Sugarcane, Cattle Raising, Cotton, and Other. It is involved in the cultivation of soybean, corn, sorghum, and cotton, as well as sugarcane; and production and sale of beef calves after weaning. The company has 17 farms in 6 Brazilian states and 1 farm in Paraguay with a total area of 223,551 hectares of own lands and 51,747 hectares of leased lands. It also imports and exports agricultural products and inputs; purchases, sells, and/or rents properties, land, buildings, and real estate in rural and/or urban areas; provides real estate brokerage services; and manages third-party assets. The company was incorporated in 2005 and is headquartered in Sao Paulo, Brazil.Show more
- Revenue$152M-85.1%
- EBITDA$18M-93.2%
- Net Income$24M-89.4%
- EPS (Diluted)1.38-39.2%
- Gross Margin36.76%+20.0%
- EBITDA Margin11.87%-54.6%
- Operating Margin3.24%-82.2%
- Net Margin15.88%-28.7%
- ROE1.11%-89.3%
LND Price & Volume
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) stock price & volume — 10-year historical chart
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Cyclical Land Divestment Drives Volatile Revenue Performance
Investment Thesis • Updated 2026Q3
VerdictNeutral
Growth:Contracting
Profitability:Strained
Financial:Fortress
Cash Flow:Mixed
Primary Risk:Cyclical land divestment dependency
Key Thesis Takeaways
- BrasilAgro operates a high-beta business model heavily dependent on the timing of land transformation and divestment cycles, which creates significant top-line instability as evidenced by the 84.2% year-over-year revenue contraction in 2026Q3.
- While the company maintains a fortress balance sheet with a 0.71 debt-to-equity ratio, the core agricultural operations struggle to achieve consistent profitability, often resulting in negative operating margins.
- Investors should monitor the sustainability of dividend payments, which reached $75.8 million in 2026Q2 despite negative operating cash flows, as the firm relies on asset appreciation rather than operational scale to drive shareholder value.
Verdict Logic
while the company holds a significant asset base, the 165.99 EV/EBITDA multiple and the reliance on lumpy land sales suggest that investors should wait for more consistent operational cash flow generation before committing capital.
LND Growth Metrics
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-8.39%
5 Years-22.54%
3 Years-51.94%
TTM-72.78%
Profit CAGR
10 Years-18.25%
5 Years-27.4%
3 Years-64.07%
TTM-105.63%
EPS CAGR
10 Years-7.77%
5 Years-7.25%
3 Years-35.86%
TTM-117.42%
Return on Capital
10 Years8.08%
5 Years7.1%
3 Years5.34%
Last Year0.16%
LND Recent Earnings
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) EPS & revenue vs analyst estimates — last 4 quarters
●Beat Revenue 1/12 qtrs (50%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.03
—
Rev
$28M-3.4%
$29M
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$0.00
—
Rev
$35M+13.0%
$31M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.11
—
Rev
$57M
—
Q4 2025
Sep 25, 2025Metric
Actual
Est
EPS
$0.04
—
Rev
$28M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.03 | $28Mvs $29M-3.4% |
| Q1 2026 | Feb 5, 2026 | $0.00 | $35Mvs $31M+13.0% |
| Q4 2025 | Nov 6, 2025 | $0.11 | $57M |
| Q4 2025 | Sep 25, 2025 | $0.04 | $28M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.59 | $357.62M | 13.45 | -85.08% | 15.88% | 1.11% | 8.39% | |
| $10.84 | $703.24M | 9999.00 | 28.51% | 16.79% | 7.31% | — | |
| $9.48 | $5.35B | -578.05 | -6% | 0.91% | 0.84% | — | |
| $9.66 | $421.46M | 15.58 | -10.39% | 56% | 5.65% | — | |
| $8.63 | $372.27M | -29.76 | 3.66% | -6.68% | -0.87% | — | |
| $41.45 | $307.41M | -2.15 | -5.52% | -115.6% | -17.4% | — |
Compare LND vs Peers
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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LND Frequently Asked Questions
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's revenue?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) reported $426.8M in revenue for fiscal year 2025. This represents a 64659% increase from $0.7M in 2007.
How fast is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas growing?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) saw revenue decline by 85.1% over the past year.
Is LND profitable?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) reported a net loss of $31.6M for fiscal year 2025.
Dividend & Returns
Does LND pay dividends?
Yes, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) pays a dividend with a yield of 8.39%. This makes it attractive for income-focused investors.
What is LND's return on equity?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) has a return on equity (ROE) of 1.1%. This is below average, suggesting room for improvement.
What is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's free cash flow?
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) generated $46.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.