MBRF Global Foods (MBRF3) Stock Overview
Through its subsidiaries, operates in the food industry in Brazil and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 1/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
Rewards
Risk Analysis
+ 1 more risk
MBRF3 Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
MBRF Global Foods Company S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R$15.50 |
| 52 Week High | R$27.66 |
| 52 Week Low | R$14.59 |
| Beta | 0.019 |
| 1 Month Change | -6.06% |
| 3 Month Change | -6.63% |
| 1 Year Change | -36.37% |
| 3 Year Change | 105.03% |
| 5 Year Change | -18.25% |
| Change since IPO | -15.35% |
Recent News & Updates
Narrative Update • Jun 17
MBRF3: Index Inclusion And Revised P/E Assumptions Will Shape Balanced Outlook
Analysts have revised their price target for MBRF Global Foods slightly lower to R$16.30 from R$16.86, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for MBRF Global Foods MBRF Global Foods Company S.A. was added to the Brazil Valor BM&FBOVESPA Index, based on a recent index constituent update.Narrative Update • Jun 02
MBRF3: Index Inclusion And Higher P/E Assumptions Will Shape Balanced Outlook
Analysts have lifted their price target for MBRF Global Foods to roughly R$16.86 from about R$16.63, reflecting updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News MBRF Global Foods Company S.A. has been added to the Brazil Valor BM&FBOVESPA Index, indicating inclusion in a tracked equity benchmark (Source: Key Developments).Analysis Article • May 24
Why MBRF Global Foods' (BVMF:MBRF3) Shaky Earnings Are Just The Beginning Of Its Problems
A lackluster earnings announcement from MBRF Global Foods Company S.A. ( BVMF:MBRF3 ) last week didn't sink the stock...Recent updates
Narrative Update • Jun 17
MBRF3: Index Inclusion And Revised P/E Assumptions Will Shape Balanced Outlook
Analysts have revised their price target for MBRF Global Foods slightly lower to R$16.30 from R$16.86, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What’s in the News for MBRF Global Foods MBRF Global Foods Company S.A. was added to the Brazil Valor BM&FBOVESPA Index, based on a recent index constituent update.Narrative Update • Jun 02
MBRF3: Index Inclusion And Higher P/E Assumptions Will Shape Balanced Outlook
Analysts have lifted their price target for MBRF Global Foods to roughly R$16.86 from about R$16.63, reflecting updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. What's in the News MBRF Global Foods Company S.A. has been added to the Brazil Valor BM&FBOVESPA Index, indicating inclusion in a tracked equity benchmark (Source: Key Developments).Analysis Article • May 24
Why MBRF Global Foods' (BVMF:MBRF3) Shaky Earnings Are Just The Beginning Of Its Problems
A lackluster earnings announcement from MBRF Global Foods Company S.A. ( BVMF:MBRF3 ) last week didn't sink the stock...
Narrative Update • May 04
MBRF3: Future Returns Will Benefit From Index Inclusion And Higher Margins
Analysts have slightly reduced their price target on MBRF Global Foods to R$24.65 from R$24.81, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News MBRF Global Foods was added to the Brazil Valor BM&FBOVESPA Index, which can affect how index and benchmark focused investors treat the stock (Key Developments).
Narrative Update • Apr 20
MBRF3: Higher Margin Assumptions Will Support Future Upside Potential
Analysts have maintained their R$30.50 price target for MBRF Global Foods, citing updated assumptions for revenue growth, profit margins and future P/E, which they view as offsetting each other at the current valuation level. Valuation Changes Fair Value: Target fair value remains unchanged at R$30.50 per share.Narrative Update • Apr 06
MBRF3: Lower Discount Rate And Stable Fair Value Will Support Upside
Analysts have adjusted their price target for MBRF Global Foods to R$30.50, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. These changes keep their fair value view broadly unchanged in headline terms.Narrative Update • Mar 23
MBRF3: Index Removal And Higher P/E Assumptions Will Support Share Upside
Analysts have adjusted their price target on MBRF Global Foods to R$30.50, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that leave their fair value view unchanged at R$30.50. What's in the News MBRF Global Foods has been removed from the Brazil Valor BM&FBOVESPA Index, which may influence how certain index-tracking funds and benchmarked investors view the stock (Key Developments).Narrative Update • Mar 09
MBRF3: Future Earnings Will Benefit From Higher Margins And Index Removal
Analysts have trimmed their price target on MBRF Global Foods by roughly R$0.36. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and a lower future P/E multiple.Narrative Update • Feb 22
MBRF3: Higher Profitability Assumptions Will Support Further Share Price Upside
Analysts have revised their price outlook for Marfrig Global Foods, pointing to an updated R$30.50 target that reflects adjusted assumptions for discount rate, revenue growth, profit margin, and a lower future P/E multiple, which together offset each other and keep the headline number unchanged. What's in the News Marfrig Global Foods S.A. has been removed from the Brazil Valor BM&FBOVESPA Index, which may affect how some index linked funds and benchmarked investors treat the stock (Key Developments).Narrative Update • Feb 08
MBRF3: Merger Integration Risk Will Drive Cautious View On 2026 Chicken Outlook
Analysts have lifted their price target on Marfrig Global Foods to R$29, citing the recently announced merger with BRF and expectations for tighter Brazil chicken supply and demand in 2026 as key drivers for the updated view. Analyst Commentary The latest move to a R$29 price target after the Marfrig and BRF merger reflects a more constructive view from JPMorgan, but it sits alongside more cautious voices in the market.Narrative Update • Jan 24
MBRF3: Merger With BRF And Tighter Chicken Supply Will Support Upside
Narrative Update Analysts have nudged their fair value estimate for Marfrig Global Foods to R$30.50 from R$30.00, citing the merger with BRF and expectations for tighter Brazil chicken supply and demand in 2026 as key drivers of the revised price target assumptions. Analyst Commentary Recent research has brought a more constructive tone to Marfrig Global Foods, with at least one major bank updating its stance following the merger with BRF.Narrative Update • Jan 08
MBRF3: Merger Integration And 2026 Chicken Supply Outlook Will Shape Returns
Analysts have raised their price target for Marfrig Global Foods from R$17.40 to R$19.00, citing updated assumptions following the Marfrig and BRF merger and expectations for tighter Brazil chicken supply and demand in 2026. Analyst Commentary JPMorgan’s upgrade of MBRF Global to Overweight with a R$29 price target highlights a more constructive stance on the merged Marfrig and BRF platform, with particular attention on how Brazil chicken supply and demand could evolve in 2026.Narrative Update • Dec 14
MBRF3: Future Earnings Outlook Will Benefit From Tighter 2026 Chicken Supply
Analysts modestly raised their price target on Marfrig Global Foods to R$29, reflecting a slightly higher fair value estimate of about R$25.16 per share. This revision is supported by expectations for a tighter Brazil chicken supply-demand balance in 2026 following the Marfrig BRF merger.Narrative Update • Nov 30
MBRF3: Future Earnings Outlook Will Benefit From Post-Merger Supply Tightening
Analysts have raised the price target for Marfrig Global Foods from R$24.45 to R$24.74, citing improved profit margin forecasts and a tighter supply and demand outlook for Brazil's chicken market as key factors behind the revision. Analyst Commentary Investor sentiment around Marfrig Global Foods has shifted following the company’s merger with BRF and a revised price target from a major U.S. investment bank.Analysis Article • Nov 22
Marfrig Global Foods' (BVMF:MBRF3) Strong Earnings Are Of Good Quality
Marfrig Global Foods S.A.'s ( BVMF:MBRF3 ) stock was strong after they recently reported robust earnings. We did some...Narrative Update • Nov 16
MBRF3: Outlook Will Balance Improved Profit Margins With Sustainability Developments
Analysts have slightly reduced their price target for Marfrig Global Foods from $24.57 to $24.45. They cite lower projected revenue growth; however, profit margin expectations have improved.Analysis Article • Nov 13
Optimistic Investors Push Marfrig Global Foods S.A. (BVMF:MBRF3) Shares Up 31% But Growth Is Lacking
Marfrig Global Foods S.A. ( BVMF:MBRF3 ) shareholders are no doubt pleased to see that the share price has bounced 31...Analysis Article • Nov 08
Here's Why Marfrig Global Foods (BVMF:MBRF3) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narrative Update • Nov 01
MBRF3: Lower Risk Premium And Improved Profitability Will Support Fair Value
Narrative Update on Marfrig Global Foods Analysts have raised their price target for Marfrig Global Foods by $0.00, citing modest improvements in the company's discount rate and profit margin projections. What's in the News Marfrig Global Foods S.A. has been added to the Brazil Mid-Large Cap Index (Key Developments).Narrative Update • Oct 18
Overvaluation Will Drive Margin Erosion In Beef Industry
Analysts have revised their price target for Marfrig Global Foods to R$24.57. They are maintaining the previous fair value and have adjusted assumptions for discount rate, revenue growth, and profit margin based on updated financial forecasts.Narrative Update • Oct 03
Overvaluation Will Drive Margin Erosion In Beef Industry
Analysts have increased their price target for Marfrig Global Foods to R$24.57 from R$23.85. This change is attributed to adjustments in discount rates, revised growth projections, and updated profit margin expectations.Narrative Update • Sep 12
Overvaluation Will Drive Margin Erosion In Beef Industry
The upward revision in Marfrig Global Foods' analyst price target reflects optimism despite a sharply higher future P/E and a significantly reduced net profit margin, with fair value now at R$23.85. What's in the News Added to Brazil Mid-Large Cap Index.Analysis Article • Jul 22
Marfrig Global Foods (BVMF:MRFG3) Takes On Some Risk With Its Use Of Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analysis Article • Jun 10
Further Upside For Marfrig Global Foods S.A. (BVMF:MRFG3) Shares Could Introduce Price Risks After 27% Bounce
Despite an already strong run, Marfrig Global Foods S.A. ( BVMF:MRFG3 ) shares have been powering on, with a gain of...Analysis Article • May 23
We Think Marfrig Global Foods' (BVMF:MRFG3) Robust Earnings Are Conservative
Marfrig Global Foods S.A. ( BVMF:MRFG3 ) recently posted some strong earnings, and the market responded positively. We...Analysis Article • Apr 10
Marfrig Global Foods (BVMF:MRFG3) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Mar 22
Marfrig Global Foods S.A.'s (BVMF:MRFG3) P/S Is Still On The Mark Following 34% Share Price Bounce
Marfrig Global Foods S.A. ( BVMF:MRFG3 ) shareholders would be excited to see that the share price has had a great...Analysis Article • Mar 21
Is There Now An Opportunity In Marfrig Global Foods S.A. (BVMF:MRFG3)?
Marfrig Global Foods S.A. ( BVMF:MRFG3 ), is not the largest company out there, but it led the BOVESPA gainers with a...
New Narrative • Jan 18
Asset Sale May Fund Expansion, But US Cattle Prices And China Risks Could Impact Earnings
Strategic asset sales and export market expansion are poised to boost earnings and revenue, supported by strong demand from Asia.Analysis Article • Dec 11
Is Marfrig Global Foods S.A. (BVMF:MRFG3) Potentially Undervalued?
While Marfrig Global Foods S.A. ( BVMF:MRFG3 ) might not have the largest market cap around , it received a lot of...Analysis Article • Nov 23
Marfrig Global Foods S.A. (BVMF:MRFG3) Surges 26% Yet Its Low P/S Is No Reason For Excitement
Marfrig Global Foods S.A. ( BVMF:MRFG3 ) shareholders have had their patience rewarded with a 26% share price jump in...Analysis Article • Nov 21
We Think That There Are Issues Underlying Marfrig Global Foods' (BVMF:MRFG3) Earnings
Marfrig Global Foods S.A.'s ( BVMF:MRFG3 ) stock was strong after they recently reported robust earnings. However, we...Analysis Article • Nov 15
These 4 Measures Indicate That Marfrig Global Foods (BVMF:MRFG3) Is Using Debt Extensively
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Aug 05
Marfrig Global Foods (BVMF:MRFG3) Seems To Be Using A Lot Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Jun 03
Is Marfrig Global Foods S.A. (BVMF:MRFG3) Potentially Undervalued?
Marfrig Global Foods S.A. ( BVMF:MRFG3 ), might not be a large cap stock, but it received a lot of attention from a...Shareholder Returns
| MBRF3 | BR Food | BR Market | |
|---|---|---|---|
| 7D | -3.1% | -4.0% | -1.8% |
| 1Y | -36.4% | -26.2% | 9.2% |
Return vs Industry: MBRF3 underperformed the BR Food industry which returned -24% over the past year.
Return vs Market: MBRF3 underperformed the BR Market which returned 9.9% over the past year.
Price Volatility
| MBRF3 volatility | |
|---|---|
| MBRF3 Average Weekly Movement | 7.7% |
| Food Industry Average Movement | 5.7% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in BR Market | 8.0% |
| 10% least volatile stocks in BR Market | 1.9% |
Stable Share Price: MBRF3's share price has been volatile over the past 3 months compared to the BR market.
Volatility Over Time: MBRF3'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 |
|---|---|---|---|
| 1986 | 130,000 | Miguel de Souza Gularte | www.mbrf.com |
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.
MBRF Global Foods Company S.A. Fundamentals Summary
| MBRF3 fundamental statistics | |
|---|---|
| Market cap | R$21.72b |
| Earnings (TTM) | R$381.58m |
| Revenue (TTM) | R$163.94b |
56.9x
P/E Ratio0.1x
P/S RatioIs MBRF3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MBRF3 income statement (TTM) | |
|---|---|
| Revenue | R$163.94b |
| Cost of Revenue | R$143.68b |
| Gross Profit | R$20.26b |
| Other Expenses | R$19.88b |
| Earnings | R$381.58m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.27 |
| Gross Margin | 12.36% |
| Net Profit Margin | 0.23% |
| Debt/Equity Ratio | 481.4% |
How did MBRF3 perform over the long term?
See historical performance and comparisonDividends
18.1%
Current Dividend Yield839%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/18 08:31 |
| End of Day Share Price | 2026/06/17 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
MBRF Global Foods Company S.A. is covered by 25 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 |
|---|---|
| Benjamin Theurer | Barclays |
| Gabriel Vaz de Lima | Barclays |
| Georgia Jorge | BB Banco de Investimento S.A. |