Adecoagro SA (AGRO)vsVillage Farms International Inc (VFF)
AGRO
Adecoagro SA
$11.42
-5.70%
CONSUMER DEFENSIVE · Cap: $1.82B
VFF
Village Farms International Inc
$2.09
-15.38%
CONSUMER DEFENSIVE · Cap: $285.72M
Smart Verdict
WallStSmart Research — data-driven comparison
Adecoagro SA generates 563% more annual revenue ($1.50B vs $226.50M). VFF leads profitability with a 18.6% profit margin vs 0.9%. VFF trades at a lower P/E of 11.4x. VFF earns a higher WallStSmart Score of 51/100 (C-).
AGRO
Hold49
out of 100
Grade: D+
VFF
Buy51
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
Intrinsic value data unavailable for VFF.
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
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Revenue surging 26.6% year-over-year
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%
Smaller company, higher risk/reward
Earnings declined 78.4%
Negative free cash flow — burning cash
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 : VFF
The strongest argument for VFF centers on P/E Ratio, Price/Book, Debt/Equity. Profitability is solid with margins at 18.6% and operating margin at 10.0%. Revenue growth of 26.6% demonstrates continued momentum.
Bear Case : AGRO
The primary concerns for AGRO are Market Cap, Return on Equity, Profit Margin. A P/E of 629.0x leaves little room for execution misses. Thin 0.9% margins leave little buffer for downturns.
Bear Case : VFF
The primary concerns for VFF are Market Cap, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
VFF carries more volatility with a beta of 1.34 — expect wider price swings.
VFF is growing revenue faster at 26.6% — sustainability is the question.
VFF generates stronger free cash flow (-26M), providing more financial flexibility.
Monitor FARM PRODUCTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VFF scores higher overall (51/100 vs 49/100), backed by strong 18.6% margins and 26.6% revenue growth. AGRO offers better value entry with a 32.6% 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.
Village Farms International Inc
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
Village Farms International, Inc. produces, markets and distributes greenhouse-grown tomatoes, bell peppers and cucumbers in North America. The company is headquartered in Delta, Canada.
Compare with Other FARM PRODUCTS Stocks
Want to dig deeper into these stocks?