Adecoagro SA (AGRO)vsBrasilagro Adr (LND)
AGRO
Adecoagro SA
$10.31
+3.10%
CONSUMER DEFENSIVE · Cap: $1.47B
LND
Brasilagro Adr
$3.67
+1.94%
CONSUMER DEFENSIVE · Cap: $357.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Adecoagro SA generates 60% more annual revenue ($1.50B vs $938.74M). AGRO leads profitability with a 0.9% profit margin vs -1.6%. AGRO earns a higher WallStSmart Score of 54/100 (C-).
AGRO
Buy54
out of 100
Grade: C-
LND
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.4%
Fair Value
$13.23
Current Price
$10.31
$2.92 discount
Margin of Safety
+62.5%
Fair Value
$10.48
Current Price
$3.67
$6.81 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
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
ROE of -0.1% — below average capital efficiency
Revenue declined 15.5%
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 : LND
The strongest argument for LND centers on Price/Book.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 510.0x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : LND
The primary concerns for LND are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
AGRO profiles as a growth stock while LND is a turnaround play — different risk/reward profiles.
LND carries more volatility with a beta of -0.03 — expect wider price swings.
AGRO is growing revenue faster at 22.5% — sustainability is the question.
LND generates stronger free cash flow (-84M), providing more financial flexibility.
Bottom Line
AGRO scores higher overall (54/100 vs 30/100) and 22.5% revenue growth. LND offers better value entry with a 62.5% margin of safety. Both earn "Buy" and "Avoid" 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.
Brasilagro Adr
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
BrasilAgro - Companhia Brasileira de Propriedades Agrcolas is dedicated to the acquisition, development, exploration and sale of rural properties suitable for agricultural activities in Brazil. The company is headquartered in Sao Paulo, Brazil.
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