Del Monte Corp (DMC) is slightly undervalued and Brasilagro Companhia Brasileira De Propriedade Agricola ADR (LND) is undervalued.
Against our estimates of intrinsic value, LND trades at the wider discount: a margin of safety of +35%, against +18% for DMC.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $36.08; the price of $29.45 is 18% below that value, and 82% of that value comes from beyond year five.
Leak Score 61/100 on 12 of 12 signals
Discounting its cash flows at 8.4% (average of 2 methods) values the shares at $5.69; the price of $3.68 is 35% below that value, and 78% of that value comes from beyond year five.
Leak Score 47/100 on 11 of 12 signals
| Metric | DMC | LND |
|---|---|---|
| Verdict | Slightly undervalued | Undervalued |
| Price | $29.45 | $3.68 |
| Intrinsic value | $36.08 | $5.69 |
| Margin of safety | +18% | +35% |
| Leak Score | 61/100 (12/12) | 47/100 (11/12) |
| Market cap | $1.4B | $367M |
| Revenue growth, 5 years | 0.6% | 7.2% |
| Operating margin | 3.8% | -0.4% |
| Net margin | 0.8% | -10.0% |
| Return on equity | 1.7% | -4.3% |
| Debt to equity | 0.30 | 0.71 |
| P/E | 41.4x | — |
| Forward P/E | 9.3x | — |
| P/B | 0.7x | 0.9x |
| Dividend yield | 4.1% | 3.8% |