Adecoagro SA (AGRO)vsBunge Limited (BG)
AGRO
Adecoagro SA
$14.11
-3.42%
CONSUMER DEFENSIVE · Cap: $1.76B
BG
Bunge Limited
$118.15
-3.19%
CONSUMER DEFENSIVE · Cap: $22.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Bunge Limited generates 4974% more annual revenue ($70.33B vs $1.39B). BG leads profitability with a 116.0% profit margin vs 1.7%. AGRO appears more attractively valued with a PEG of 0.06. BG earns a higher WallStSmart Score of 59/100 (C).
AGRO
Hold39
out of 100
Grade: F
BG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-473.1%
Fair Value
$1.56
Current Price
$14.11
$12.55 premium
Margin of Safety
-264.1%
Fair Value
$33.52
Current Price
$118.15
$84.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Keeps 116 of every $100 in revenue as profit
Strong operational efficiency at 126.0%
Revenue surging 75.5% year-over-year
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 1.7% — below average capital efficiency
1.7% margin — thin
Expensive relative to growth rate
ROE of 6.0% — below average capital efficiency
Weak financial health signals
Earnings declined 88.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on PEG Ratio, Price/Book. PEG of 0.06 suggests the stock is reasonably priced for its growth.
Bull Case : BG
The strongest argument for BG centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 116.0% and operating margin at 126.0%. Revenue growth of 75.5% demonstrates continued momentum.
Bear Case : AGRO
The primary concerns for AGRO are Altman Z-Score, Market Cap, Return on Equity. A P/E of 54.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Bear Case : BG
The primary concerns for BG are PEG Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
AGRO profiles as a value stock while BG is a growth play — different risk/reward profiles.
BG carries more volatility with a beta of 0.74 — expect wider price swings.
BG is growing revenue faster at 75.5% — sustainability is the question.
BG generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
BG scores higher overall (59/100 vs 39/100), backed by strong 116.0% margins and 75.5% 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.
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 Limited
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Bunge Limited is a global food and agribusiness company. The company is headquartered in St. Louis, Missouri.
Compare with Other FARM PRODUCTS Stocks
Want to dig deeper into these stocks?