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Financial distress

Marfrig Global Foods

SAO:MBRF3 · BRMBRFACNOR1
Food ProductsX-Large

360

3
EV / EBIT39
Price / Owner Earnings1
Owner Earnings Yield14
Dividend Yield61
Price/Sales95
EV / Gross Profit60
Price/Book50
Return on Capital19
Cash Return on Capital14
Return on Equity7
EBIT Margin6
Gross Profitability11
Cash Conversion100
Accruals72
Owner Earnings Margin14
Sales growth6
Profit Growth78
Long-Term EPS Growth1
Owner Earnings Growth13
Reinvestment58
Price momentum13
Debt load3
Refinancing6
Debt Payback3
Liquidity15
Analyst ratings32
Opinion Changes50
Price Target Upside94
Market mood77
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Marfrig Global Foods clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryBrazil
IndustryFood Products
SizeX-Large
TypePublic Company
ExchangeBOVESPA
Founded2000
Employees3,292
Websitemarfrig.com.br
ISINBRMBRFACNOR1
Last UpdateApr 2, 2026
Indices
BOVESPA (Brazil)Renewable Energy Users
Themes
Freight ServiceAlternative ProteinPackaging ServicesAnimal FeedLivestockFast-Moving Consumer GoodsPet Food and SuppliesFood and BeverageFood ProcessingIndustrialRestaurants

Description

MBRF Global Foods Company S.A. operates in the food industry, particularly focusing on the production and sale of processed meat products, including beef and poultry. Business Segments Primarily, the company operates through two main segments: beef…

Analysis

Middle-of-the-road

MBRF Global Foods Company S.A. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 382.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 48% a year, against analyst forecasts of -22%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is weak; the safety picture is fragile. The company scores 8/20 on our value-creation score: creating some value. Analysts lean positive.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
12
2023202420252026

All-time high

71

Jan 2023

All-time low

1

Oct 2025

Average rank

27

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
95
97
100
100
Price/Earnings
10
32
56
100
Price/Book
50
42
58
58
Dividend Yield
61
65
1
100
Value (overall)
55
59
46
100

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →