Adecoagro SA (AGRO)vsBunge Global SA (BG)
AGRO
Adecoagro SA
$11.42
-5.70%
CONSUMER DEFENSIVE · Cap: $1.68B
BG
Bunge Global SA
$126.46
-2.29%
CONSUMER DEFENSIVE · Cap: $24.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 5267% more annual revenue ($80.55B vs $1.50B). AGRO leads profitability with a 0.9% profit margin vs 0.8%. BG appears more attractively valued with a PEG of 1.71. BG earns a higher WallStSmart Score of 57/100 (C).
AGRO
Buy52
out of 100
Grade: C-
BG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$13.27
Current Price
$11.42
$1.85 discount
Margin of Safety
-49.2%
Fair Value
$81.77
Current Price
$126.46
$44.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 55.6% YoY
Revenue surging 22.5% year-over-year
Revenue surging 87.8% year-over-year
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.9% margin — thin
Operating margin of 0.4%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 4.3% — below average capital efficiency
0.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 22.5% 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.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 582.5x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : BG
The primary concerns for BG are PEG Ratio, P/E Ratio, Return on Equity. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGRO profiles as a growth stock while BG is a hypergrowth play — different risk/reward profiles.
BG carries more volatility with a beta of 0.62 — expect wider price swings.
BG is growing revenue faster at 87.8% — sustainability is the question.
AGRO generates stronger free cash flow (-90M), providing more financial flexibility.
Bottom Line
BG scores higher overall (57/100 vs 52/100) and 87.8% revenue growth. AGRO offers better value entry with a 32.6% 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.
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 Global SA
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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