Adecoagro SA (AGRO)vsBunge Limited (BG)
AGRO
Adecoagro SA
$14.24
-6.19%
CONSUMER DEFENSIVE · Cap: $2.01B
BG
Bunge Limited
$130.37
+2.15%
CONSUMER DEFENSIVE · Cap: $24.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Limited generates 5542% more annual revenue ($80.55B vs $1.43B). BG leads profitability with a 0.8% profit margin vs -0.6%. BG appears more attractively valued with a PEG of 1.37. BG earns a higher WallStSmart Score of 59/100 (C).
AGRO
Hold36
out of 100
Grade: F
BG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.2%
Fair Value
$14.95
Current Price
$14.24
$0.71 discount
Margin of Safety
+31.4%
Fair Value
$177.95
Current Price
$130.37
$47.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 87.8% year-over-year
Reasonable price relative to book value
Areas to Watch
Operating margin of 2.4%
Elevated debt levels
Expensive relative to growth rate
ROE of -0.4% — below average capital efficiency
Premium valuation, high expectations priced in
ROE of 4.9% — below average capital efficiency
0.8% margin — thin
Operating margin of 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on Price/Book. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : BG
The strongest argument for BG centers on Revenue Growth, Price/Book. Revenue growth of 87.8% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : AGRO
The primary concerns for AGRO are Operating Margin, Debt/Equity, PEG Ratio.
Bear Case : BG
The primary concerns for BG are P/E Ratio, Return on Equity, Profit Margin. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGRO profiles as a turnaround stock while BG is a hypergrowth play — different risk/reward profiles.
BG carries more volatility with a beta of 0.70 — expect wider price swings.
BG is growing revenue faster at 87.8% — sustainability is the question.
AGRO generates stronger free cash flow (92M), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 36/100) and 87.8% revenue growth. AGRO offers better value entry with a 40.2% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adecoagro SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Adecoagro SA is an agro-industrial company in South America. The company is headquartered in Luxembourg, Luxembourg.
Bunge Limited
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
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