WallStSmart

Archer-Daniels-Midland Company (ADM)vsAdecoagro SA (AGRO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Archer-Daniels-Midland Company generates 5269% more annual revenue ($80.58B vs $1.50B). ADM leads profitability with a 1.3% profit margin vs 0.9%. ADM appears more attractively valued with a PEG of 2.54. AGRO earns a higher WallStSmart Score of 52/100 (C-).

ADM

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 4.0Value: 2.7Quality: 7.0
Piotroski: 4/9Altman Z: 4.85

AGRO

Buy

52

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADMSignificantly Overvalued (-31.5%)

Margin of Safety

-31.5%

Fair Value

$52.70

Current Price

$80.92

$28.22 premium

UndervaluedFair: $52.70Overvalued
AGROUndervalued (+32.6%)

Margin of Safety

+32.6%

Fair Value

$13.27

Current Price

$11.42

$1.85 discount

UndervaluedFair: $13.27Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADM2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
4.8510/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

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

Areas to Watch

ADM4 concerns · Avg: 3.8/10
P/E RatioValuation
35.8x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
1.6%4/10

1.6% revenue growth

EPS GrowthGrowth
0.9%4/10

0.9% earnings growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

AGRO4 concerns · Avg: 3.0/10
Market CapQuality
$1.68B3/10

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : ADM

The strongest argument for ADM centers on Altman Z-Score, Price/Book.

Bull Case : AGRO

The strongest argument for AGRO centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 22.5% demonstrates continued momentum.

Bear Case : ADM

The primary concerns for ADM are P/E Ratio, Revenue Growth, EPS Growth. Thin 1.3% margins leave little buffer for downturns.

Bear Case : AGRO

The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 582.5x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

ADM profiles as a value stock while AGRO is a growth play — different risk/reward profiles.

ADM carries more volatility with a beta of 0.60 — expect wider price swings.

AGRO is growing revenue faster at 22.5% — sustainability is the question.

ADM generates stronger free cash flow (-44M), providing more financial flexibility.

Bottom Line

AGRO scores higher overall (52/100 vs 49/100) and 22.5% revenue growth. 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.

Archer-Daniels-Midland Company

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

The Archer-Daniels-Midland Company, commonly known as ADM, is an American multinational food processing and commodities trading corporation founded in 1902 and headquartered in Chicago, Illinois. The company operates more than 270 plants and 420 crop procurement facilities worldwide, where cereal grains and oilseeds are processed into products used in food, beverage, nutraceutical, industrial, and animal feed markets worldwide.

Adecoagro SA

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

Adecoagro SA is an agro-industrial company in South America. The company is headquartered in Luxembourg, Luxembourg.

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