ROARABLE
FREE $100K
Today Screener Big Ideas Track Record 💰 $100K Arena 🎲 Predictions 🏛️ Insiders 8 Analysts
Stock Ratings / Consumer Staples / LND / options
VFF (53) ALCO (38) BNC (37) LMNR (19) ⌘ Pro Terminal →

Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) Options Positioning, Max Pain & Unusual Sweeps

$3.20 +0.63% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.20

Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) carries a Roarable Rating of D (Sell) with 45/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $326.5M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on LND Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is LND stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (NYSE: LND) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 45/100 at a spot price of $3.20 (+0.63% 1D, market cap $326.5M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 9/20. Across 147 tracked Consumer Staples issuers, LND ranks #94 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does LND compare to VFF and ALCO in the Consumer Staples sector?
▼

Within the Consumer Staples sector (Farming/Seeds/Milling), LND carries a Roarable D (45/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, VFF (Village Farms International Inc.) holds a D+ grade (53/100 RQD, P/E 9.8x, ROIC 10.5%, cap $305.7M) and ALCO (Alico Inc.) posts a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $277.5M). Among the 5-stock peer group, VFF leads on earnings multiple (9.8x) while VFF leads on capital efficiency (10.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for LND?
▼

For Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND), key quantitative strengths include Established market leader in Consumer Staples with deep daily trading liquidity and sector rank #94 in Consumer Staples, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $3.20 (-0.08%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 0.2% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (45/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.3% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510045
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D+
Cash (12)Whales (3)SEC (13)Macro (8)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-5.9% Base Target
$5 Bull$3 Base$2 Bear
📬 FREE LND RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LND)Realized 20D OHLCV Swing Band: ±5.7%
Deterministic 5-Pillar Attribution (45/100 Composite)
🔍 WHY LND SCORES 45/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (29% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+12/20 pts (27% of score)

SEC XBRL Trailing 12 Months: 0.2% FCF Margin ($9.1M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
53
Grade C-$3.77-2.9% Next Q
Q2 (-2Q)
50
Grade C-$3.66-10.9% Next Q
Q3 (-1Q)
48
Grade D$3.26-1.8% Next Q
Current
45
Grade D$3.20-6.3% Hist 90D α
Trajectory: C- (53) → D (45)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a LND Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While LND currently carries a cautious 45/100 (D) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Staples with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.60) and Max Pain ($3.36) forces dealer call-delta covering toward $4.67.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $LND• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “LND Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 45%NO 55%Trade / Inspect Odds →
CALL VS. PUT WHALE SHARE
— (No Active Options Snapshot)
Put/Call Ratio: — (No Active Options Snapshot)
MAX-PAIN EXPIRATION MAGNET
— (No Active Options Snapshot)
No active options chain max-pain snapshot on file
HISTORICAL 20D VOLATILITY SWING
±5.7%
Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (LND)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for LND.

Sponsored / Partner SpotlightACTIVE TRADER & PROP EVALUATION DESK

Practice in Our Weekly $100,000 Paper Arena Before Risking Personal Capital

Keep your personal nest egg in cash while trading NQ, ES, Crude, and Gold momentum using institutional prop-desk buying power.

FTC Disclosure: Roarable may receive partner referral compensation at no cost to you. Partner relationships never influence RQD scores.

🏆 Enter Free $100K Paper Arena →
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring LND)

  • ✓Walkthrough of LND's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
LND // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -16.45%▼ DESCENDING CHANNEL
2026-11-03O $3.18H $3.20L $3.18C $3.20VOL 51.2K
RES: $3.77SUP: $3.09SMA50: $3.60SMA200: $3.80
$4.16$3.88$3.60$3.31$3.03RES $3.77SUP $3.09$3.202026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

LND Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 LND Butterfly Map → + Track LND →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on LND today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for LND. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LND today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LND)

Consumer Staples Rank #94 of 147 ⚔️ VFF vs LND Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (LND vs. VFF, ALCO, BNC, LMNR)

Industry: Farming/Seeds/Milling (25 Tracked Issuers)

Across 147 tracked Consumer Staples securities in the Roarable RQD universe, Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) ranks #94 by composite RQD confidence (45/100, grade D) and #92 by equity capitalization ($326.5M). Within this direct 5-issuer industry benchmark cohort, VFF leads on earnings valuation at 9.8x trailing P/E, while VFF leads on capital efficiency and profitability with 10.5% ROIC and 40.6% gross margin. VFF currently holds the highest overall quantitative score in the immediate peer group at 53/100 (D+) compared with LND at 45/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
LND ACTIVE
Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil)
D 45/100 — — — +0.63% $326.5M Benchmark Subject
VFF
Village Farms International Inc.
D+ 53/100 9.8x 40.6% 10.5% +4.40% $305.7M /vff-vs-lnd →
ALCO
Alico Inc.
D- 38/100 — -30.0% -35.0% -0.19% $277.5M /alco-vs-lnd →
BNC
BNB Standard Corporation
D- 37/100 — — -35.0% -5.25% $241.4M /bnc-vs-lnd →
LMNR
Limoneira Co
E 19/100 — -0.7% -6.0% -0.37% $193.6M /lmnr-vs-lnd →

2. LND Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) operates in Farming/Seeds/Milling (Consumer Staples) with an equity capitalization of $326.5M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. LND Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is LND stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (NYSE: LND) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 45/100 at a spot price of $3.20 (+0.63% 1D, market cap $326.5M). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 9/20. Across 147 tracked Consumer Staples issuers, LND ranks #94 in composite RQD confidence.

How does LND compare to VFF and ALCO in the Consumer Staples sector?

Within the Consumer Staples sector (Farming/Seeds/Milling), LND carries a Roarable D (45/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, VFF (Village Farms International Inc.) holds a D+ grade (53/100 RQD, P/E 9.8x, ROIC 10.5%, cap $305.7M) and ALCO (Alico Inc.) posts a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $277.5M). Among the 5-stock peer group, VFF leads on earnings multiple (9.8x) while VFF leads on capital efficiency (10.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for LND?

For Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND), key quantitative strengths include Established market leader in Consumer Staples with deep daily trading liquidity and sector rank #94 in Consumer Staples, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is LND trading relative to its 50-day, 200-day, and 52-week technical levels?

LND last traded at $3.20 (+0.63% on volume of 34,843 shares), positioning the stock -11.11% below its 50-day simple moving average ($3.60) and -15.79% below its 200-day simple moving average ($3.80). Across its 52-week range of $3.12 to $4.45, LND sits at the 6.0% percentile with a 14-day RSI of 29.0 (OVERSOLD (<32)) and an implied next-earnings move of ±5.7% ($3.02 to $3.38).

Direct Sub-Reports: LND RQD Cockpit LND 12M Forecast LND Earnings & Move LND Dividends & DRIP LND Insiders & 13F LND Whale Options LND Profit Sankey LND News & Why
ROARABLE RATING BRIEF • RQD 45/100 (D) ✓ SEC XBRL & RQD VERIFIED

LND — Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) earns a live Roarable RQD composite score of 45/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $3.20 (+0.63% 1D, market capitalization $326.5M).

  • Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (3/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (8/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Sector: Consumer Staples. Industry: Farming/Seeds/Milling. Exchange: NYSE..3B.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 45/100): Established market leader in Consumer Staples with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 3/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $3.12 – $4.45 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Farming/Seeds/Milling (Consumer Staples), LND carries a macro regime beta of 1.00 and gross margin of —.

  • Key Question #1: Can LND sustain or expand its — operating margin and — ROIC against Farming/Seeds/Milling peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $4.45 52-week high?
  • Key Question #3: How sensitive is LND's equity valuation to Consumer Staples capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

LND Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Brasilagro Brazilian Agric Real Estate Co Sponsored ADR (Brazil) (LND) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to LND Debate Forum (3) ↓
🔴 RISK WATCH Yahoo Finance • 3d ago
LND 20-F & SEC Filings

&lt;a href="https://news.google.com/rss/articles/CBMieEFVX3lxTFBvZGQ4amlrWEUwakRDRlNNNkg5LXM3R3JHbExkZHkxaUxRRE5rYUFxNHlrbUk4Y3V4YVg3Q2VmU2lqUXRZUWhoSF91WmlEcWt6NEpBSXFPTmdqY1ZFdlVFaHc0VWFKRFRHMTZ1M05NbVMyVjE3THdWcA?oc=5

Read Full Source ↗
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

LND Bull vs. Bear Conversation Board — What's Your Call at $3.20?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON LND 🐻 33% BEARISH CONVICTION
1. Pick Your Side on LND:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER • FCF Compounder Hunter 🐂 BULLISH 🎯 Target: $4.07 (+28.0%)
📌 Pinned Debate

Forensic balance sheet metrics (Altman Z 2.5, Piotroski F 6/9, Debt/Equity 0.5) provide a relatively stable financial base despite weak

Picked up a starter position in LND in my $100K Virtual Cash book at $3.18. Forensic balance sheet metrics (Altman Z 2.5, Piotroski F 6/9, Debt/Equity 0.5) provide a relatively stable financial base despite weak cash generation.. Trading inside a $3.12–$4.45 52-week range with 0.0% FCF yield gives solid downside support if Farming/Seeds/Milling multiples expand this quarter.

ArenaChamp_24 🐂 BULL

@CreditSpread_Watch Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Farming/Seeds/Milling. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH 🎯 Target: $2.73 (-14.2%)
Spot @ $3.18

ROIC and FCF yield are both 0% and the Whale 13F Flow pillar scores only 3 of 20, indicating no earnings-driven return or institutional

ROIC and FCF yield are both 0% and the Whale 13F Flow pillar scores only 3 of 20, indicating no earnings-driven return or institutional support.. Look at the math on LND: paying current EV/EBITDA multiples for 0.0% ROIC and 0.0% operating margins leaves zero margin of safety if Farming/Seeds/Milling demand softens. I'd wait for a retest of $2.80 before getting long.

LIVE TAPE SPY $752.10 -1.80% QQQ $681.09 -3.60% DIA $519.34 -1.08% IWM $279.14 -1.68% NVDA $202.06 -1.26% AAPL $338.32 -1.83% MSFT $507.12 -2.83% TSLA $403.82 +1.00% PLTR $178.34 -3.13% SOFI $16.60 -0.95% IBIT $43.35 -5.42% GLD $361.65 -3.59%