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Added to YB: 2024-01-22

Pitch date: 2024-01-19

MRVSY [bullish]

Minerva S.A.

+0.15%

current return

Author Info

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Company Info

Minerva S.A. produces and sells fresh beef, livestock, and by-products in South America and internationally.

Market Cap

BRL 2.6B

Pitch Price

BRL 6.02

Price Target

N/A

Dividend

12.41%

EV/EBITDA

4.39

P/E

2.0K

EV/Sales

0.41

Sector

Food Products

Category

value

Show full summary:
Minerva: Rise Of A Monopsony

$MRVSY: Dominant S.Amer beef exporter w/ scale, market share & margins insulated from volatility. Marfrig deal to boost earnings but needs approval & leverage. Mispriced opp <$1B mkt cap as BRL deprec. masks profits & key holders like founders/Saudi fund add stability.

Read full article (14 min)