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Company Analysis

Adecoagro S.A. AGRO

A comprehensive view of key metrics, scores, and financial health for Adecoagro S.A.

Overview of Adecoagro S.A.

AGRO NYQ
Consumer Defensive Farm Products Framework: General Corporate Small Cap
Adecoagro S.A. (AGRO), is a Small Cap company, in the Farm Products industry, last closed at $11.65, about 30.6% undervalued vs fair value, +25.4% 1Y return, ranked 102/242 in sector.
USD 11.65
-0.34%
(Delayed)
• Vol 90d: 60.0%
52-Week Range
Market Cap
$1.63B
Enterprise Value
$3.19B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Weak
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Fair
Completeness: 82%
Confidence: 56%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.adecoagro.com
HQ Luxembourg
Fiscal year Dec 31

Next Events

Earnings Aug 11

Fair Value Snapshot

Bear Base Bull
$13
$15
$17
Current: $11.65 +31% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.4B
-6%%
Gross Profit
$351.3M
-19.2%%
Operating Income
$66.4M
-64.4%%
Net Income
$-8.3M
-109%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-505.7%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$45.2M
107.1% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
2
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Adecoagro S.A.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
55
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AGRO's balance between Growth (32.1%), Profitability (35.5%), and Safety (32.3%). Growth 32% Safety 32% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

57th percentile vs peers
57
Key Signals
Rev Growth YoY 16.9% 79p Revenue CAGR 3Y 10.5% 68p TSR 24.6% 64p EPS CAGR 3Y -8.7% 33p EPS Growth YoY -57.4% 22p
Strengths
  • Debt/FCF Ratio in top 20% of peers (17.25, 91th percentile)
  • Consistently strong margins across 5 metrics
  • Strong liquidity position vs peers
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

63th percentile vs peers
63
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
57
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Adecoagro S.A..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$15.21
- - -
+30.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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