Obermatt

Minerva

SAO:BEEF3 · BRBEEFACNOR6
Food ProductsLarge

360

62
EV / EBIT93
Price / Owner Earnings64
Owner Earnings Yield45
Dividend Yield93
Price/Sales100
EV / Gross Profit81
Price/Book26
Return on Capital76
Cash Return on Capital36
Return on Equity100
EBIT Margin55
Gross Profitability46
Cash Conversion98
Accruals91
Owner Earnings Margin31
Sales growth46
Profit Growth73
Long-Term EPS Growth57
Reinvestment16
Price momentum22
Debt load1
Refinancing3
Debt Payback10
Liquidity9
Analyst ratings26
Opinion Changes43
Price Target Upside93
Market mood67
Value Creation14/20strong value creator
  • 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

Minerva generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryBrazil
IndustryFood Products
SizeLarge
TypePublic Company
ExchangeBOVESPA
Founded2017
Employees5,214
ISINBRBEEFACNOR6
Last UpdateApr 2, 2026
Themes
LivestockAnimal FeedOrganicFast-Moving Consumer GoodsFood and BeverageFood Processing

Description

MINERVA S.A. is a leading player in the meat production sector, primarily focusing on the production and sale of frozen and chilled beef. The company operates in several countries in South America, including Brazil, Paraguay, Uruguay, Colombia, and…

Analysis

Hidden champion

Minerva S.A. fits the profile of a hidden champion, yet the market has not awarded it the premium its quality earns.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.3×; owner earnings: the cash an owner could take out each year.

Growth is moderate; the safety picture is stretched. The company scores 14/20 on our value-creation score: strong value creator.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
23
2023202420252026

All-time high

53

Mar 2024

All-time low

14

Jan 2025

Average rank

30

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
100
100
97
97
Price/Earnings
100
85
100
95
Price/Book
26
17
31
33
Dividend Yield
93
89
92
100
Value (overall)
92
77
93
91

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 →