Lavoro Limited LVRO

Competitive advantage analysis · basic-materials

Corporate Default
Overall moat score
31/100
Developing

Ranked against 17 peers in Agricultural Inputs

About Lavoro Limited

Lavoro Limited operates as an agricultural inputs retailer. The company operates through Brazil Ag Retail, Latam Ag Retail, and Crop Care segments. It distributes agricultural inputs, such as crop protection, seeds, fertilizers, foliar fertilizers, biologicals, adjuvants, organominerals, and others for the agricultural industry. In addition, the company produces specialty fertilizers, crop protection products, and agricultural crop inputs. Lavoro Limited operates … Full LVRO analysis →

Key strengths

  • ROIC Sustainably Above Peers ROIC at 100.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 17.6th percentile with high volatility suggests weak pricing power or commoditized products.
  • Scale Without Profitability Despite scale, profitability lags peers (score 0.21), suggesting limited competitive advantage.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Weak
24
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where LVRO ranks in Agricultural Inputs

Lavoro Limited ranks #13 of 16 scored companies in Agricultural Inputs by moat score — the top 81%. The widest moat in the group is Corteva, Inc. (CTVA) at 81/100.

# Company Moat score Rating
8 Mosaic Company (The) MOS 46/100 Developing
9 Bioceres Crop Solutions Corp. BIOX 45/100 Developing
10 Intrepid Potash, Inc IPI 44/100 Developing
11 American Vanguard Corporation AVD 37/100 Developing
12 Enlightify Inc. ENFY 33/100 Developing
13 Lavoro Limited LVRO 31/100 Developing
14 Benson Hill, Inc. BHIL 29/100 Developing
15 Origin Agritech Limited SEED 23/100 Weak
16 N2OFF, Inc. NITO 13/100 Weak

See every General Corporate company ranked by moat score →

How LVRO scores on the Corporate Default defenses

Pricing Power

Score 24 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 24 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 24 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 59 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 34 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 16 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding LVRO's moat

What is Lavoro Limited's moat score?

Lavoro Limited (LVRO) scores 31 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #13 of 16 scored companies in Agricultural Inputs, the top 81%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 17 companies in Agricultural Inputs. Its strongest defense is Capital Efficiency (59/100) and its weakest is Scale & Market Position (16/100).

How does Lavoro Limited compare with other Agricultural Inputs companies?

Lavoro Limited ranks #13 of 16 scored companies in Agricultural Inputs by moat score. The widest moat in Agricultural Inputs is Corteva, Inc. (CTVA) at 81/100. The companies ranked closest are Enlightify Inc. (ENFY) at 32 just above it and Benson Hill, Inc. (BHIL) at 28 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 17 companies in Agricultural Inputs. The defenses are then weighted to produce the overall score out of 100.

Why is Lavoro Limited scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Lavoro Limited?

The Corporate Default template measures 6 defenses, and LVRO scores: Pricing Power (24), Cost Advantage (24), Customer Stickiness (24), Capital Efficiency (59), Resilience (34), Scale & Market Position (16). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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