Adecoagro SA (AGRO)vsTyson Foods Inc (TSN)
AGRO
Adecoagro SA
$11.42
-5.70%
CONSUMER DEFENSIVE · Cap: $1.68B
TSN
Tyson Foods Inc
$58.73
+3.25%
CONSUMER DEFENSIVE · Cap: $20.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Tyson Foods Inc generates 3612% more annual revenue ($55.71B vs $1.50B). AGRO leads profitability with a 0.9% profit margin vs 0.8%. TSN appears more attractively valued with a PEG of 1.04. TSN earns a higher WallStSmart Score of 61/100 (C+).
AGRO
Buy52
out of 100
Grade: C-
TSN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$13.27
Current Price
$11.42
$1.85 discount
Margin of Safety
-3.7%
Fair Value
$62.07
Current Price
$58.73
$3.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 55.6% YoY
Revenue surging 22.5% year-over-year
Reasonable price relative to book value
Earnings expanding 3602.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.9% margin — thin
Operating margin of 0.4%
4.4% revenue growth
ROE of 2.5% — below average capital efficiency
0.8% margin — thin
Operating margin of 3.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGRO
The strongest argument for AGRO centers on Price/Book, EPS Growth, Revenue Growth. Revenue growth of 22.5% demonstrates continued momentum.
Bull Case : TSN
The strongest argument for TSN centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 582.5x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : TSN
The primary concerns for TSN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 45.2x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGRO profiles as a growth stock while TSN is a value play — different risk/reward profiles.
TSN carries more volatility with a beta of 0.38 — expect wider price swings.
AGRO is growing revenue faster at 22.5% — sustainability is the question.
AGRO generates stronger free cash flow (-90M), providing more financial flexibility.
Bottom Line
TSN scores higher overall (61/100 vs 52/100). AGRO offers better value entry with a 32.6% margin of safety. 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.
Tyson Foods Inc
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Tyson Foods, Inc. is an American multinational corporation based in Springdale, Arkansas, that operates in the food industry.
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