Adecoagro SA (AGRO)vsLimoneira Co (LMNR)
AGRO
Adecoagro SA
$11.42
-5.70%
CONSUMER DEFENSIVE · Cap: $1.82B
LMNR
Limoneira Co
$11.83
-0.34%
CONSUMER DEFENSIVE · Cap: $215.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Adecoagro SA generates 945% more annual revenue ($1.50B vs $143.62M). AGRO leads profitability with a 0.9% profit margin vs -15.5%. LMNR appears more attractively valued with a PEG of 5.22. AGRO earns a higher WallStSmart Score of 49/100 (D+).
AGRO
Hold49
out of 100
Grade: D+
LMNR
Hold40
out of 100
Grade: D
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
+76.2%
Fair Value
$59.25
Current Price
$11.83
$47.42 discount
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
Earnings expanding 96.0% 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%
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
ROE of -18.7% — below average capital efficiency
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 : LMNR
The strongest argument for LMNR centers on Price/Book, EPS Growth.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 629.0x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : LMNR
The primary concerns for LMNR are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AGRO profiles as a growth stock while LMNR is a turnaround play — different risk/reward profiles.
LMNR carries more volatility with a beta of 0.30 — expect wider price swings.
AGRO is growing revenue faster at 22.5% — sustainability is the question.
LMNR generates stronger free cash flow (-9M), providing more financial flexibility.
Bottom Line
AGRO scores higher overall (49/100 vs 40/100) and 22.5% revenue growth. LMNR offers better value entry with a 76.2% margin of safety. Both earn "Hold" 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.
Limoneira Co
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Limoneira Company is an agribusiness and real estate development company in the United States and internationally. The company is headquartered in Santa Paula, California.
Compare with Other FARM PRODUCTS Stocks
Want to dig deeper into these stocks?