Adecoagro SA (AGRO)vsAlico Inc (ALCO)
AGRO
Adecoagro SA
$11.77
-4.54%
CONSUMER DEFENSIVE · Cap: $1.78B
ALCO
Alico Inc
$39.56
-0.33%
CONSUMER DEFENSIVE · Cap: $294.44M
Smart Verdict
WallStSmart Research — data-driven comparison
Adecoagro SA generates 9566% more annual revenue ($1.65B vs $17.07M). ALCO leads profitability with a 9.0% profit margin vs 3.0%. AGRO trades at a lower P/E of 32.5x. AGRO earns a higher WallStSmart Score of 56/100 (C).
AGRO
Buy56
out of 100
Grade: C
ALCO
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.0%
Fair Value
$14.42
Current Price
$11.77
$2.65 discount
Intrinsic value data unavailable for ALCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 39.0% year-over-year
Earnings expanding 55.6% YoY
Earnings expanding 335.2% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
3.0% margin — thin
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
ROE of -18.5% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 39.0% demonstrates continued momentum.
Bull Case : ALCO
The strongest argument for ALCO centers on EPS Growth, Debt/Equity, Price/Book.
Bear Case : AGRO
The primary concerns for AGRO are P/E Ratio, Market Cap, Return on Equity. Thin 3.0% margins leave little buffer for downturns.
Bear Case : ALCO
The primary concerns for ALCO are Market Cap, P/E Ratio, Return on Equity. A P/E of 189.0x leaves little room for execution misses.
Key Dynamics to Monitor
AGRO profiles as a hypergrowth stock while ALCO is a value play — different risk/reward profiles.
ALCO carries more volatility with a beta of 0.94 — expect wider price swings.
AGRO is growing revenue faster at 39.0% — sustainability is the question.
AGRO generates stronger free cash flow (70M), providing more financial flexibility.
Bottom Line
AGRO scores higher overall (56/100 vs 43/100) and 39.0% 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.
Adecoagro SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Adecoagro SA is an agro-industrial company in South America. The company is headquartered in Luxembourg, Luxembourg.
Alico Inc
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Alico, Inc., is an agribusiness and land administration company in the United States. The company is headquartered in Fort Myers, Florida.
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