BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Fair Value 2026

LND · Farm Products ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

6.6 /10

32 fundamental signals · 12 models active

Value Trap Risk

WARN (48/100)

Quick Summary — As of 2026-08-27, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) trades at $3.71, versus a $3.65 median fair value across its 12 active models — 1.5% below the current price. QOC: 6.6/10. Value Trap Risk: 48/100 (WARN). 12/13 models active. Within that set, the Bayesian DCF component alone returns $3.66.

Key Facts

Ticker
LND
Price
$3.71
Quality Score
6.6/10
Value Trap Risk
48/100
Models Active
12/13
Last Updated
Strength: Earnings Power Value suggests +189.2% upside with 57% confidence
Risk: Value Trap score of 48 suggests caution despite apparent undervaluation

Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Undervalued or Overvalued in 2026?

According to CirclFi’s 12-model valuation engine, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) appears fairly valued as of : the median of 12 independent fair value estimates is $3.65, within 1.5% of the current price of $3.71. Estimates range from $0.57 to $10.73. LND scores 6.6/10 on fundamental quality and 48/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.7% versus its own 13-model consensus, across 3,801 rated companies as of 2026-08-27. LND’s -1.5% gap is narrower than that market norm. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Stock in 2026? →

What Fair Value Does Each Model Give LND?

12 Intrinsic Value Models vs. Current Price ($3.71)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $3.66 -1.4%
Intrinsic · High Conviction
 $10.73 +189.2%
Ensemble · Low Conviction
 $3.65 -1.6%
Scenario · Medium Conviction
 $4.94 +33.3%
Unlock the Full Matrix

Access 8 additional models including EROIC Spread, Markov DDM, and more.

$1.30 / day

Billed monthly ($39/mo) or annually ($299/yr)

Unlock All 12 Models →

Cancel anytime · No contracts · Instant access

What Is LND's Fair Value Range?

Spread across 12 independent models · $0.57 to $10.73

CirclFi's 12 active models place BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) between $0.57 and $10.73 per share, a spread of 278% of the median. The median of that range — $3.65 — is the fair value CirclFi publishes for LND, against a current price of $3.71.

Low · ML-RIVHigh · EPV
$0.57median $3.65$10.73
Where the range comes from
Most bearish modelML Residual Income$0.57
Most bullish modelEarnings Power Value (EPV)$10.73
Model agreement5 bullish · 5 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for LND. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on LND, not a CirclFi price target. How each model works →

What Is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's intrinsic value is estimated at a median $3.65, showing conflicting signals at the current price of $3.71. While the median implied return is -1.5%, model disagreement is elevated with a gap of +273.9% between the most bullish and bearish estimates. The most optimistic model, EPV, places fair value at $10.73 (+189.2%), while ML-RIV — the most conservative — estimates $0.57 (-84.7%). This +273.9% gap reflects genuine analytical uncertainty about BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's intrinsic worth.

What Do the Models Say About LND?

12 of 13 models are currently active for LND. Of these, 5 models suggest upside while 7 models suggest overvaluation. Taken together, their median fair value for LND is $3.65 — the figure CirclFi publishes as this stock's fair value. One component of that median, the Bayesian DCF, returns $3.66 on its own, implying -1.4% downside from the current price. See which stocks rank higher →

How Does LND Rank in Farm Products?

Among 22 Farm Products stocks, LND ranks #10 by Quality of Company score. CirclFi's QOC score of 6.6/10 evaluates 32 fundamental signals. A score of 6.6 indicates above-average quality.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is LND a Value Trap?

CirclFi's Value Trap algorithm assigns LND a score of 48/100 (WARN). This is a warning signal. Additional research into recent 10-Q filings is recommended. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

12 of 13 models are active for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas. Broad coverage provides high confidence. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Deep Alpha Valuation Engine, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas scores 6.6 out of 10 on our 32-signal quality assessment, a solid rating that maintains reasonable quality metrics with some areas for improvement. The QOC score synthesizes profitability margins, revenue growth reliability, debt management, and capital allocation into a single metric designed to separate durable businesses from statistically cheap ones.

The gap between the most bullish and bearish model spans +273.9% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every LND valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across LND's 12 active models, average confidence is 39%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy BrasilAgro - Companhia Brasileira de Propriedades Agrícolas Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Farm Products Stocks Should You Also Analyze?

11 related Farm Products stocks with 13-model coverage

BGBunge Global SAQOC 6.8TULPBloomia Holdings, Inc.QOC 6.6AGRZAgroz Inc.QOC 6.9LMNRLimoneira CompanyQOC 6.4ADMArcher-Daniels-Midland CompanyQOC 7.5ALCOAlico, Inc.QOC 6.3MGNCMag Magna Corp.QOC 5.7AGROAdecoagro S.A.QOC 2.6DMCDel Monte CorporationQOC 8.5CALMCal-Maine Foods, Inc.QOC 9.0VFFVillage Farms International, Inc.QOC 8.8

Read investment analysis: BG · TULP · AGRZ · LMNR · ADM · ALCO · MGNC · AGRO · DMC · CALM · VFF

Which Other Stocks Have a Similar Quality Score to LND?

7 companies across all industries closest to LND’s Quality of Company score of 6.6/10.

SMFGSumitomo Mitsui Financial Group, Inc.QOC 6.6PAGSPagSeguro Digital Ltd.QOC 6.6LINKInterlink Electronics, Inc.QOC 6.6INSEInspired Entertainment, Inc.QOC 6.6MTRXMatrix Service CompanyQOC 6.6KGEIKolibri Global Energy Inc.QOC 6.6NVDANVIDIA CorporationQOC 10.0

Read investment analysis: SMFG · PAGS · LINK · INSE · MTRX · KGEI · NVDA

What Else Do Investors Ask About BrasilAgro - Companhia Brasileira de Propriedades Agrícolas’s Valuation?

What is BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's intrinsic value in 2026?

CirclFi puts BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)'s intrinsic value at $3.65 — the median of 12 independent model estimates as of 2026-08-27, ranging from $0.57 to $10.73. One component of that median, the Bayesian DCF, runs 10,000 Monte Carlo simulations with jump-diffusion and returns $3.66 on its own. The Quality of Company score is 6.6/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is LND overvalued or undervalued right now?

At $3.71, 5 of 12 active models suggest LND may be undervalued, while 7 indicate potential overvaluation. The median of all 12 fair value estimates is $3.65, within 1.5% of the current price of $3.71 — a consensus view that LND is fairly valued. The assessment depends on which methodology best fits BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's business model in Farm Products.

What does a Quality of Company score of 6.6 mean for LND?

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's QOC of 6.6/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores between 5-7 reflect moderate fundamentals with areas for improvement.

How many valuation models does CirclFi run on LND?

CirclFi analyzes LND with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 12 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on LND?

Of the 12 models currently active on LND, Earnings Power Value (EPV) is the most bullish at $10.73 per share, and ML Residual Income is the most bearish at $0.57. CirclFi's published fair value for LND is the median of that range, $3.65, not either extreme. The gap between the two ends equals 278% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is LND a value trap in 2026?

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's Value Trap score is 48/100 (WARN). This elevated score suggests the stock may look undervalued but faces deteriorating fundamentals — declining margins, rising debt, or shrinking revenue could make the apparent discount deceptive. Browse our ranked stock lists to compare value-trap scores across industries.

Cite this analysis — “According to CirclFi’s 12-model valuation engine, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) has a median fair value of $3.65 — within 1.5% of the current price of $3.71 — as of 2026-08-27.” Source: circlfi.com/stock/LND/ · Methodology
Primary sources for this LND valuation

Market data for LND as of ; valuations recomputed .

You’ve done the research. Don’t stop at half the picture.

Stop collecting opinions. Let 12 mathematical frameworks give you clarity on LND.

Unlock All 12 Fair Values — $39/mo

Cancel anytime · Less than a cup of coffee · Instant access

8 models hidden for LND Unlock All 12 — $39/mo