Brasilagro Companhia Brasileira De Propriedade Agricola ADR (LND) is undervalued and Tyson Foods Inc (TSN) is overvalued.
Against our estimates of intrinsic value, LND trades at the wider discount: a margin of safety of +35%, against -34% for TSN.
Values as of the 19 Oct 2026 close.
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
Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $40.22; the price of $54.00 is 34% above that value, and 83% of that value comes from beyond year five.
Leak Score 39/100 on 10 of 12 signals
| Metric | LND | TSN |
|---|---|---|
| Verdict | Undervalued | Overvalued |
| Price | $3.68 | $54.00 |
| Intrinsic value | $5.69 | $40.22 |
| Margin of safety | +35% | -34% |
| Leak Score | 47/100 (11/12) | 39/100 (10/12) |
| Market cap | $367M | $18.6B |
| Revenue growth, 5 years | 7.2% | 4.7% |
| Operating margin | -0.4% | 2.5% |
| Net margin | -10.0% | 1.0% |
| Return on equity | -4.3% | 3.1% |
| Debt to equity | 0.71 | 0.44 |
| P/E | — | 32.6x |
| Forward P/E | — | 13.3x |
| P/B | 0.9x | 1.0x |
| Dividend yield | 3.8% | 3.9% |