MBRFY (Marfrig Global Foods) Change In Receivables: $259 Mil (TTM As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MBRFY Marfrig Global Foods SA MBRFY
60 GF Score
Price $2.91
GF Value $2.00
Valuation Significantly Overvalued
! 6 Warning Signs
View Full Analysis

What is Marfrig Global Foods Change In Receivables?

Marfrig Global Foods MBRFY -0.58% 60 Change In Receivables is $259 Mil as of Mar. 2026. GuruFocus rates MBRFY with a GF Score™ of 60/100 and a GF Value™ of $2.00 (Significantly Overvalued). The stock has 6 warning signs investors should review.

Marfrig Global Foods's change in receivables for the quarter that ended in Mar. 2026 was $77 Mil. It means Marfrig Global Foods's Accounts Receivable declined by $77 Mil from Dec. 2025 to Mar. 2026 .

Marfrig Global Foods's change in receivables for the fiscal year that ended in Dec. 2025 was $243 Mil. It means Marfrig Global Foods's Accounts Receivable declined by $243 Mil from Dec. 2024 to Dec. 2025 .

Marfrig Global Foods's Accounts Receivable for the quarter that ended in Mar. 2026 was $1,120 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Marfrig Global Foods's Days Sales Outstanding for the three months ended in Mar. 2026 was 13.55.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Marfrig Global Foods's liquidation value for the three months ended in Mar. 2026 was $-16,916 Mil.


Marfrig Global Foods  (OTCPK:MBRFY) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Marfrig Global Foods's Days Sales Outstanding for the quarter that ended in Mar. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=1120.142/7544.182*91
=13.55

2. In Ben Graham's calculation of liquidation value, Marfrig Global Foods's accounts receivable are only considered to be worth 75% of book value:

Marfrig Global Foods's liquidation value for the quarter that ended in Mar. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=4404.046-23774.908+0.75 * 1120.142+0.5 * 3230.076
=-16,916

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Marfrig Global Foods Change In Receivables Related Terms


Marfrig Global Foods Change In Receivables Historical Data

* Premium members only.

The historical data trend for Marfrig Global Foods's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Marfrig Global Foods Change In Receivables Chart

Marfrig Global Foods Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Change In Receivables
Get a 7-Day Free Trial Premium Member Only Premium Member Only -190.70 -95.12 405.69 380.93 242.83

Marfrig Global Foods Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 54.57 202.26 -34.02 13.08 77.42
MBRFY
60GF Score
Marfrig Global Foods SA MBRFY
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Marfrig Global Foods Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $259 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of $259 Mil mean?
Marfrig Global Foods (MBRFY) has a Change In Receivables of $259 Mil as of Mar. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Marfrig Global Foods and its competitors.
Is Marfrig Global Foods' Change In Receivables too high?
Marfrig Global Foods' current Change In Receivables is $259 Mil. Overall, Marfrig Global Foods has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Marfrig Global Foods' Change In Receivables compare to KHC and GIS?
Marfrig Global Foods' Change In Receivables of $259 Mil can be compared against companies in the Consumer Packaged Goods industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Consumer Packaged Goods company?
A good Change In Receivables depends on the Consumer Packaged Goods industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Marfrig Global Foods and its competitors. Marfrig Global Foods's current Change In Receivables is $259 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Marfrig Global Foods stock overvalued right now?
Based on GuruFocus' analysis, Marfrig Global Foods (MBRFY) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.00, compared to a current price of $2.91 — trading 45.7% above its estimated fair value. The current Change In Receivables is $259 Mil. Marfrig Global Foods' overall GF Score™ is 60/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Marfrig Global Foods (MBRFY), the current Change In Receivables is $259 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Marfrig Global Foods (MBRFY) Overvalued in 2026?

Based on GuruFocus' analysis, Marfrig Global Foods stock appears to be overvalued. The current stock price of $2.91 is trading 45.7% above its estimated GF Value™ of $2.00. GuruFocus considers Marfrig Global Foods to be Significantly Overvalued.

Key valuation signals for MBRFY:

  • Change In Receivables: $259 Mil
  • GF Value™: $2.00 vs. price of $2.91 (45.7% above fair value)
  • GF Score™: 60/100 with 6 warning signs

No single metric tells the full story. See the MBRFY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Marfrig Global Foods Business Description

Other Exchanges MGP1:GermanyMBRF3:Brazil
Address Avenida Queiroz Filho, 1560, Torre Sabia, 3rd Floor, Vila Hamburguesa, Sao Paulo, SP, BRA, 05319-000
Marfrig Global Foods SA is a Processing of products (formed by cattle slaughter facilities in operation, which are also used in beef processing, and for the manufacture of animal nutrition products) and sale of animal-based (beef, pork, lamb, fish, and poultry) and plant-based proteins. The company organizes itself into four main segments: Beef - North America, Beef - South America, Poultry, Pork and Processed Products - BRF, and Corporate. The company earns more than half of its revenue through its operations in Beef - North America.
60GF Score

Get the complete analysis for MBRFY

Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$2.91
Price
$2.00
GF Value