Adecoagro SA (AGRO)vsTyson Foods Inc (TSN)
AGRO
Adecoagro SA
$14.24
-6.19%
CONSUMER DEFENSIVE · Cap: $2.01B
TSN
Tyson Foods Inc
$68.43
-0.47%
CONSUMER DEFENSIVE · Cap: $22.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Tyson Foods Inc generates 3761% more annual revenue ($55.13B vs $1.43B). TSN leads profitability with a 0.4% profit margin vs -0.6%. TSN appears more attractively valued with a PEG of 1.04. TSN earns a higher WallStSmart Score of 53/100 (C-).
AGRO
Hold36
out of 100
Grade: F
TSN
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.2%
Fair Value
$14.95
Current Price
$14.24
$0.71 discount
Margin of Safety
+39.7%
Fair Value
$106.77
Current Price
$68.43
$38.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Operating margin of 2.4%
Elevated debt levels
Expensive relative to growth rate
ROE of -0.4% — below average capital efficiency
ROE of 1.3% — below average capital efficiency
0.4% margin — thin
Operating margin of 2.9%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on Price/Book. Revenue growth of 11.1% demonstrates continued momentum.
Bull Case : TSN
The strongest argument for TSN centers on Price/Book, Altman Z-Score. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : AGRO
The primary concerns for AGRO are Operating Margin, Debt/Equity, PEG Ratio.
Bear Case : TSN
The primary concerns for TSN are Return on Equity, Profit Margin, Operating Margin. A P/E of 113.7x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGRO profiles as a turnaround stock while TSN is a value play — different risk/reward profiles.
TSN carries more volatility with a beta of 0.43 — expect wider price swings.
AGRO is growing revenue faster at 11.1% — sustainability is the question.
AGRO generates stronger free cash flow (92M), providing more financial flexibility.
Bottom Line
TSN scores higher overall (53/100 vs 36/100). AGRO offers better value entry with a 40.2% margin of safety. Both earn "Buy" 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.
Tyson Foods Inc
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Tyson Foods, Inc. is an American multinational corporation based in Springdale, Arkansas, that operates in the food industry.
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