Archer-Daniels-Midland Company (ADM)vsAdecoagro SA (AGRO)
ADM
Archer-Daniels-Midland Company
$85.18
-3.30%
CONSUMER DEFENSIVE · Cap: $40.73B
AGRO
Adecoagro SA
$11.46
-3.13%
CONSUMER DEFENSIVE · Cap: $1.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Archer-Daniels-Midland Company generates 4876% more annual revenue ($82.10B vs $1.65B). AGRO leads profitability with a 3.0% profit margin vs 2.2%. ADM appears more attractively valued with a PEG of 1.05. ADM earns a higher WallStSmart Score of 65/100 (C+).
ADM
Buy65
out of 100
Grade: C+
AGRO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.8%
Fair Value
$54.23
Current Price
$85.18
$30.95 premium
Margin of Safety
+37.9%
Fair Value
$14.40
Current Price
$11.46
$2.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 315.6% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 39.0% year-over-year
Earnings expanding 55.6% YoY
Areas to Watch
ROE of 7.5% — below average capital efficiency
2.2% margin — thin
Operating margin of 4.0%
Weak financial health signals
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
3.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ADM
The strongest argument for ADM centers on EPS Growth, Price/Book. PEG of 1.05 suggests the stock is reasonably priced for its growth.
Bull Case : AGRO
The strongest argument for AGRO centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 39.0% demonstrates continued momentum.
Bear Case : ADM
The primary concerns for ADM are Return on Equity, Profit Margin, Operating Margin. Thin 2.2% margins leave little buffer for downturns.
Bear Case : AGRO
The primary concerns for AGRO are P/E Ratio, Market Cap, Return on Equity. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ADM profiles as a value stock while AGRO is a hypergrowth play — different risk/reward profiles.
ADM carries more volatility with a beta of 0.61 — expect wider price swings.
AGRO is growing revenue faster at 39.0% — sustainability is the question.
ADM generates stronger free cash flow (877M), providing more financial flexibility.
Bottom Line
ADM scores higher overall (65/100 vs 56/100). AGRO offers better value entry with a 37.9% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Archer-Daniels-Midland Company
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
The Archer-Daniels-Midland Company, commonly known as ADM, is an American multinational food processing and commodities trading corporation founded in 1902 and headquartered in Chicago, Illinois. The company operates more than 270 plants and 420 crop procurement facilities worldwide, where cereal grains and oilseeds are processed into products used in food, beverage, nutraceutical, industrial, and animal feed markets worldwide.
Adecoagro SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Adecoagro SA is an agro-industrial company in South America. The company is headquartered in Luxembourg, Luxembourg.
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