Adecoagro SA (AGRO)vsLimoneira Co (LMNR)
AGRO
Adecoagro SA
$11.77
-4.54%
CONSUMER DEFENSIVE · Cap: $1.78B
LMNR
Limoneira Co
$13.05
-1.99%
CONSUMER DEFENSIVE · Cap: $271.98M
Smart Verdict
WallStSmart Research — data-driven comparison
Adecoagro SA generates 1146% more annual revenue ($1.65B vs $132.43M). AGRO leads profitability with a 3.0% profit margin vs -30.5%. LMNR appears more attractively valued with a PEG of 5.92. AGRO earns a higher WallStSmart Score of 56/100 (C).
AGRO
Buy56
out of 100
Grade: C
LMNR
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.0%
Fair Value
$14.42
Current Price
$11.77
$2.65 discount
Margin of Safety
+73.4%
Fair Value
$53.02
Current Price
$13.04
$39.98 discount
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 96.0% 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
Weak financial health signals
Expensive relative to growth rate
ROE of -18.7% — below average capital efficiency
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 : LMNR
The strongest argument for LMNR 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 : LMNR
The primary concerns for LMNR are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AGRO profiles as a hypergrowth stock while LMNR is a turnaround play — different risk/reward profiles.
LMNR carries more volatility with a beta of 0.31 — 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 38/100) and 39.0% revenue growth. LMNR offers better value entry with a 73.4% 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.
Adecoagro SA
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Adecoagro SA is an agro-industrial company in South America. The company is headquartered in Luxembourg, Luxembourg.
Limoneira Co
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Limoneira Company is an agribusiness and real estate development company in the United States and internationally. The company is headquartered in Santa Paula, California.
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