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 5522% more annual revenue ($80.27B vs $1.43B). ADM leads profitability with a 1.3% profit margin vs -0.6%. ADM appears more attractively valued with a PEG of 0.97. ADM earns a higher WallStSmart Score of 51/100 (C-).

ADM

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 4.0Value: 6.7Quality: 8.5
Piotroski: 4/9Altman Z: 4.85

AGRO

Hold

36

out of 100

Grade: F

Growth: 4.0Profit: 3.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 1.32
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADMUndervalued (+23.8%)

Margin of Safety

+23.8%

Fair Value

$90.91

Current Price

$79.19

$11.72 discount

UndervaluedFair: $90.91Overvalued
AGROUndervalued (+40.2%)

Margin of Safety

+40.2%

Fair Value

$14.95

Current Price

$14.24

$0.71 discount

UndervaluedFair: $14.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADM3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
4.8510/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

AGRO1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

ADM4 concerns · Avg: 3.3/10
P/E RatioValuation
33.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
1.3%3/10

1.3% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

AGRO4 concerns · Avg: 2.5/10
Operating MarginProfitability
2.4%3/10

Operating margin of 2.4%

Debt/EquityHealth
1.173/10

Elevated debt levels

PEG RatioValuation
75.972/10

Expensive relative to growth rate

Return on EquityProfitability
-0.4%2/10

ROE of -0.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : ADM

The strongest argument for ADM centers on Altman Z-Score, PEG Ratio, Price/Book. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bull Case : AGRO

The strongest argument for AGRO centers on Price/Book. Revenue growth of 11.1% demonstrates continued momentum.

Bear Case : ADM

The primary concerns for ADM are P/E Ratio, Return on Equity, Profit Margin. Thin 1.3% margins leave little buffer for downturns.

Bear Case : AGRO

The primary concerns for AGRO are Operating Margin, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

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

ADM carries more volatility with a beta of 0.64 — 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

ADM scores higher overall (51/100 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.

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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