Adecoagro SA (AGRO)vsCostco Wholesale Corp (COST)
AGRO
Adecoagro SA
$9.82
+0.10%
CONSUMER DEFENSIVE · Cap: $1.45B
COST
Costco Wholesale Corp
$982.73
-0.95%
CONSUMER DEFENSIVE · Cap: $438.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Costco Wholesale Corp generates 18275% more annual revenue ($303.15B vs $1.65B). COST leads profitability with a 3.0% profit margin vs 3.0%. COST appears more attractively valued with a PEG of 4.43. AGRO earns a higher WallStSmart Score of 61/100 (C+).
AGRO
Buy61
out of 100
Grade: C+
COST
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.6%
Fair Value
$14.33
Current Price
$9.82
$4.51 discount
Intrinsic value data unavailable for COST.
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
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Conservative balance sheet, low leverage
Generating 2.5B in free cash flow
Areas to Watch
Moderate valuation
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
3.0% margin — thin
Trading at 12.2x book value
3.0% margin — thin
Operating margin of 3.8%
Expensive relative to growth rate
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 : COST
The strongest argument for COST centers on Market Cap, Altman Z-Score, Return on Equity. Revenue growth of 11.1% 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 : COST
The primary concerns for COST are Price/Book, Profit Margin, Operating Margin. A P/E of 47.6x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGRO profiles as a hypergrowth stock while COST is a value play — different risk/reward profiles.
COST carries more volatility with a beta of 0.87 — expect wider price swings.
AGRO is growing revenue faster at 39.0% — sustainability is the question.
COST generates stronger free cash flow (2.5B), providing more financial flexibility.
Bottom Line
AGRO scores higher overall (61/100 vs 55/100) and 39.0% revenue growth. Both earn "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.
Costco Wholesale Corp
CONSUMER DEFENSIVE · DISCOUNT STORES · USA
Costco Wholesale Corporation (doing business as Costco Wholesale and also known simply as Costco) is an American multinational corporation which operates a chain of membership-only (needing a membership to shop there) big-box retail stores. As of 2020, Costco was the fifth largest retailer in the world, and the world's largest retailer of choice and prime beef, organic foods, rotisserie chicken, and wine as of 2016.
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