Adecoagro SA (AGRO)vsThe Coca-Cola Company (KO)
AGRO
Adecoagro SA
$9.71
-3.29%
CONSUMER DEFENSIVE · Cap: $1.56B
KO
The Coca-Cola Company
$89.13
+0.92%
CONSUMER DEFENSIVE · Cap: $353.32B
Smart Verdict
WallStSmart Research — data-driven comparison
The Coca-Cola Company generates 3184% more annual revenue ($49.28B vs $1.50B). KO leads profitability with a 27.8% profit margin vs 0.9%. KO appears more attractively valued with a PEG of 4.01. KO earns a higher WallStSmart Score of 65/100 (B-).
AGRO
Buy52
out of 100
Grade: C-
KO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.2%
Fair Value
$13.19
Current Price
$9.71
$3.48 discount
Margin of Safety
-42.9%
Fair Value
$61.78
Current Price
$89.13
$27.35 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
Mega-cap, among the largest globally
Every $100 of equity generates 41 in profit
Strong operational efficiency at 35.1%
Keeps 28 of every $100 in revenue as profit
Generating 1.8B in free cash flow
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%
Moderate valuation
Trading at 11.4x book value
Elevated debt levels
Expensive relative to growth rate
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 : KO
The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 35.1%. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 539.0x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : KO
The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.
Key Dynamics to Monitor
AGRO profiles as a growth stock while KO is a mature play — different risk/reward profiles.
KO carries more volatility with a beta of 0.35 — expect wider price swings.
AGRO is growing revenue faster at 22.5% — sustainability is the question.
KO generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
KO scores higher overall (65/100 vs 52/100), backed by strong 27.8% margins and 12.1% 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.
The Coca-Cola Company
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.
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