WallStSmart

Adecoagro SA (AGRO)vsVillage Farms International Inc (VFF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Adecoagro SA generates 563% more annual revenue ($1.50B vs $226.50M). VFF leads profitability with a 18.6% profit margin vs 0.9%. VFF trades at a lower P/E of 11.4x. VFF earns a higher WallStSmart Score of 51/100 (C-).

AGRO

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 4.0Value: 4.7Quality: 3.5
Piotroski: 1/9Altman Z: 0.87

VFF

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 6.5Value: 6.7Quality: 8.5
Piotroski: 5/9Altman Z: 2.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGROUndervalued (+32.6%)

Margin of Safety

+32.6%

Fair Value

$13.27

Current Price

$11.42

$1.85 discount

UndervaluedFair: $13.27Overvalued

Intrinsic value data unavailable for VFF.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGRO3 strengths · Avg: 9.3/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
55.6%10/10

Earnings expanding 55.6% YoY

Revenue GrowthGrowth
22.5%8/10

Revenue surging 22.5% year-over-year

VFF4 strengths · Avg: 9.3/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
26.6%8/10

Revenue surging 26.6% year-over-year

Areas to Watch

AGRO4 concerns · Avg: 3.0/10
Market CapQuality
$1.82B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.8%3/10

ROE of 0.8% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

VFF3 concerns · Avg: 2.3/10
Market CapQuality
$285.72M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-78.4%2/10

Earnings declined 78.4%

Free Cash FlowQuality
$-25.99M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : VFF

The strongest argument for VFF centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 18.6% and operating margin at 10.0%. Revenue growth of 26.6% demonstrates continued momentum.

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 : VFF

The primary concerns for VFF are Market Cap, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

VFF carries more volatility with a beta of 1.34 — expect wider price swings.

VFF is growing revenue faster at 26.6% — sustainability is the question.

VFF generates stronger free cash flow (-26M), providing more financial flexibility.

Monitor FARM PRODUCTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VFF scores higher overall (51/100 vs 49/100), backed by strong 18.6% margins and 26.6% revenue growth. AGRO offers better value entry with a 32.6% 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.

Village Farms International Inc

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

Village Farms International, Inc. produces, markets and distributes greenhouse-grown tomatoes, bell peppers and cucumbers in North America. The company is headquartered in Delta, Canada.

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