Adecoagro SA (AGRO)vsUnilever PLC ADR (UL)
AGRO
Adecoagro SA
$11.42
-5.70%
CONSUMER DEFENSIVE · Cap: $1.68B
UL
Unilever PLC ADR
$56.72
+3.03%
CONSUMER DEFENSIVE · Cap: $127.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 3265% more annual revenue ($50.50B vs $1.50B). UL leads profitability with a 18.8% profit margin vs 0.9%. UL appears more attractively valued with a PEG of 10.83. AGRO earns a higher WallStSmart Score of 52/100 (C-).
AGRO
Buy52
out of 100
Grade: C-
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$13.27
Current Price
$11.42
$1.85 discount
Intrinsic value data unavailable for UL.
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
Every $100 of equity generates 76 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
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%
Elevated debt levels
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
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 : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
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 : UL
The primary concerns for UL are Debt/Equity, PEG Ratio, Revenue Growth. Debt-to-equity of 1.91 is elevated, increasing financial risk.
Key Dynamics to Monitor
AGRO profiles as a growth stock while UL is a declining play — different risk/reward profiles.
UL carries more volatility with a beta of 0.45 — expect wider price swings.
AGRO is growing revenue faster at 22.5% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
AGRO scores higher overall (52/100 vs 46/100) and 22.5% 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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