Adecoagro SA (AGRO)vsBunge Global SA (BG)
AGRO
Adecoagro SA
$11.46
-3.13%
CONSUMER DEFENSIVE · Cap: $1.78B
BG
Bunge Global SA
$115.58
-3.13%
CONSUMER DEFENSIVE · Cap: $23.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Global SA generates 5465% more annual revenue ($91.82B vs $1.65B). AGRO leads profitability with a 3.0% profit margin vs 1.1%. BG appears more attractively valued with a PEG of 1.71. BG earns a higher WallStSmart Score of 69/100 (B-).
AGRO
Buy56
out of 100
Grade: C
BG
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.9%
Fair Value
$14.40
Current Price
$11.46
$2.94 discount
Margin of Safety
-29.2%
Fair Value
$94.45
Current Price
$115.58
$21.13 premium
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
Reasonable price relative to book value
Revenue surging 88.3% year-over-year
Earnings expanding 33.0% YoY
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
Expensive relative to growth rate
Moderate valuation
ROE of 6.3% — below average capital efficiency
1.1% margin — thin
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 : BG
The strongest argument for BG centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 88.3% demonstrates continued momentum.
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 : BG
The primary concerns for BG are PEG Ratio, P/E Ratio, Return on Equity. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
BG carries more volatility with a beta of 0.66 — expect wider price swings.
BG is growing revenue faster at 88.3% — sustainability is the question.
AGRO generates stronger free cash flow (70M), providing more financial flexibility.
Monitor FARM PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BG scores higher overall (69/100 vs 56/100) and 88.3% revenue growth. AGRO offers better value entry with a 37.9% margin of safety. Both earn "Strong Buy" and "Buy" 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.
Bunge Global SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
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