Adecoagro SA (AGRO)vsUnilever PLC ADR (UL)
AGRO
Adecoagro SA
$14.42
+5.26%
CONSUMER DEFENSIVE · Cap: $2.06B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 3437% more annual revenue ($50.50B vs $1.43B). UL leads profitability with a 18.8% profit margin vs -0.6%. UL appears more attractively valued with a PEG of 11.15. UL earns a higher WallStSmart Score of 46/100 (D+).
AGRO
Hold36
out of 100
Grade: F
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.9%
Fair Value
$15.13
Current Price
$14.42
$0.71 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Operating margin of 2.4%
Elevated debt levels
Expensive relative to growth rate
ROE of -0.4% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
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 : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : AGRO
The primary concerns for AGRO are Operating Margin, Debt/Equity, PEG Ratio.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AGRO profiles as a turnaround stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.46 — expect wider price swings.
AGRO is growing revenue faster at 11.1% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
UL scores higher overall (46/100 vs 36/100), backed by strong 18.8% margins. AGRO offers better value entry with a 40.9% 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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