Adecoagro SA (AGRO)vsBunge Global SA (BG)
AGRO
Adecoagro SA
$9.19
-3.06%
CONSUMER DEFENSIVE · Cap: $1.37B
BG
Bunge Global SA
$106.73
+1.26%
CONSUMER DEFENSIVE · Cap: $20.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 6018% more annual revenue ($91.82B vs $1.50B). BG leads profitability with a 1.1% profit margin vs 0.9%. BG appears more attractively valued with a PEG of 1.71. BG earns a higher WallStSmart Score of 69/100 (B-).
AGRO
Buy54
out of 100
Grade: C-
BG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.2%
Fair Value
$13.19
Current Price
$9.19
$4.00 discount
Margin of Safety
-29.2%
Fair Value
$94.45
Current Price
$106.73
$12.28 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
Reasonable price relative to book value
Revenue surging 88.3% year-over-year
Earnings expanding 33.0% YoY
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
ROE of 6.3% — below average capital efficiency
1.1% margin — thin
Operating margin of 4.6%
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 Price/Book, Revenue Growth, EPS Growth. Revenue growth of 88.3% demonstrates continued momentum.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 474.0x 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, Return on Equity, Profit Margin. Thin 1.1% 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 0.64 — expect wider price swings.
BG is growing revenue faster at 88.3% — sustainability is the question.
AGRO generates stronger free cash flow (-90M), providing more financial flexibility.
Bottom Line
BG scores higher overall (69/100 vs 54/100) and 88.3% revenue growth. AGRO offers better value entry with a 32.2% margin of safety. Both earn "Strong 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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