WallStSmart

Brasilagro Adr (LND)vsWalmart Inc. (WMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Walmart Inc. generates 77163% more annual revenue ($725.30B vs $938.74M). WMT leads profitability with a 3.1% profit margin vs -1.6%. WMT earns a higher WallStSmart Score of 49/100 (D+).

LND

Avoid

30

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 6.7Quality: 4.5
Piotroski: 2/9Altman Z: 1.19

WMT

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 3.7Quality: 6.0
Piotroski: 4/9Altman Z: 3.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LNDUndervalued (+62.5%)

Margin of Safety

+62.5%

Fair Value

$10.48

Current Price

$3.67

$6.81 discount

UndervaluedFair: $10.48Overvalued

Intrinsic value data unavailable for WMT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LND1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

WMT3 strengths · Avg: 9.7/10
Market CapQuality
$892.98B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.6610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

LND4 concerns · Avg: 2.5/10
Market CapQuality
$357.62M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-0.1%2/10

ROE of -0.1% — below average capital efficiency

Revenue GrowthGrowth
-15.5%2/10

Revenue declined 15.5%

WMT4 concerns · Avg: 3.5/10
P/E RatioValuation
39.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.6x4/10

Trading at 9.6x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : LND

The strongest argument for LND centers on Price/Book.

Bull Case : WMT

The strongest argument for WMT centers on Market Cap, Altman Z-Score, Return on Equity.

Bear Case : LND

The primary concerns for LND are Market Cap, Piotroski F-Score, Return on Equity.

Bear Case : WMT

The primary concerns for WMT are P/E Ratio, Price/Book, Profit Margin. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

LND profiles as a turnaround stock while WMT is a value play — different risk/reward profiles.

WMT carries more volatility with a beta of 0.60 — expect wider price swings.

WMT is growing revenue faster at 7.3% — sustainability is the question.

LND generates stronger free cash flow (-84M), providing more financial flexibility.

Bottom Line

WMT scores higher overall (49/100 vs 30/100). LND offers better value entry with a 62.5% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brasilagro Adr

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

BrasilAgro - Companhia Brasileira de Propriedades Agrcolas is dedicated to the acquisition, development, exploration and sale of rural properties suitable for agricultural activities in Brazil. The company is headquartered in Sao Paulo, Brazil.

Walmart Inc.

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

Walmart Inc. is an American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas. It also owns and operates Sam's Club retail warehouses.

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