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Adecoagro S.A.NYSE:AGRO Stock Report

Market Cap US$806.6m
Share Price
US$8.06
My Fair Value
US$10.8
25.4% undervalued intrinsic discount
1Y-28.7%
7D3.2%
Portfolio Value
​
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Adecoagro S.A.

NYSE:AGRO Stock Report

Market Cap: US$806.6m

Adecoagro (AGRO) Stock Overview

Engages in agricultural and agro-industrial activities in Argentina, Brazil, Chile, and Uruguay. More details

AGRO fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance1/6
Financial Health3/6
Dividends3/6

Rewards

Trading at 7.4% below our estimate of its fair value

Earnings are forecast to grow 31.43% per year

Risk Analysis

Interest payments are not well covered by earnings

Large one-off items impacting financial results

Profit margins (2.3%) are lower than last year (16.3%)


AGRO Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

AGRO logo
Adecoagro

Global Populations And Renewable Energy Will Drive Agribusiness Expansion

Key Takeaways Vertical integration, tech-driven productivity, and proprietary assets position Adecoagro for outsized growth and supernormal margin expansion amid rising global food demand. Early energy-digital integration, sustainability leadership, and M&A flexibility could transform earnings potential, valuation, and long-term returns as sector dynamics evolve.
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US$17
FV
52.6% undervalued intrinsic discount
-2.60%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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Adecoagro

Market Shifts And Risk Premiums Will Influence Earnings Outlook And Value Preservation

Key Takeaways Operational flexibility, innovation, and automation enable Adecoagro to benefit from global food and renewable fuel trends while reducing costs and boosting margins. Focus on sustainability, value-added products, and ESG initiatives enhances pricing power, market resilience, and access to capital in response to shifting consumer and investor demands.
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US$10.8
FV
25.4% undervalued intrinsic discount
-2.96%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
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Adecoagro

one of the Argentina moving stock on NYSE - Q4 2024 Earnings Call Recap: Unprecedented Volume Growth and Strategic Expansion

Consolidated Adjusted EBITDA: $103 million for Q4 2024; $444 million for the full year 2024. Gross Sales: $368 million for Q4 2024; nearly $1.5 billion for the full year 2024.
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US$12
FV
32.8% undervalued intrinsic discount
5.37%
Revenue growth p.a.
0users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
AGRO logo
Adecoagro

Rising Cost And Weather Risks Will Compress Margins Yet Allow Cautious Recovery

Key Takeaways Heavy exposure to weather volatility, weak commodity prices, and currency swings threatens margins and earnings despite operational improvements and flexible production assets. Regulatory, environmental, and compliance risks could significantly increase costs and restrict expansion, even as sustainability efforts and renewable energy offer long-term opportunities.
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US$8.5
FV
5.2% undervalued intrinsic discount
-3.98%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
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Adecoagro S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Adecoagro
Historical stock prices
Current Share PriceUS$8.06
52 Week HighUS$11.79
52 Week LowUS$7.42
Beta0.58
1 Month Change3.47%
3 Month Change-9.03%
1 Year Change-28.74%
3 Year Change-5.18%
5 Year Change70.76%
Change since IPO-32.83%

Recent News & Updates

Adecoagro (NYSE:AGRO) Seems To Be Using A Lot Of Debt

Oct 02
Adecoagro (NYSE:AGRO) Seems To Be Using A Lot Of Debt

Recent updates

Adecoagro (NYSE:AGRO) Seems To Be Using A Lot Of Debt

Oct 02
Adecoagro (NYSE:AGRO) Seems To Be Using A Lot Of Debt

Adecoagro Q2 2025: Weak Earnings, No Catalysts, Downgrade To Sell

Aug 20

Adecoagro S.A. (NYSE:AGRO) Could Be Riskier Than It Looks

Aug 02
Adecoagro S.A. (NYSE:AGRO) Could Be Riskier Than It Looks

Adecoagro's (NYSE:AGRO) Weak Earnings May Only Reveal A Part Of The Whole Picture

May 19
Adecoagro's (NYSE:AGRO) Weak Earnings May Only Reveal A Part Of The Whole Picture

Adecoagro (NYSE:AGRO) Might Have The Makings Of A Multi-Bagger

May 07
Adecoagro (NYSE:AGRO) Might Have The Makings Of A Multi-Bagger

Adecoagro: Good Operations Squeezed By Uncontrollable Commodity And Weather Issues

Mar 07

Is Now The Time To Look At Buying Adecoagro S.A. (NYSE:AGRO)?

Feb 19
Is Now The Time To Look At Buying Adecoagro S.A. (NYSE:AGRO)?

The Return Trends At Adecoagro (NYSE:AGRO) Look Promising

Jan 23
The Return Trends At Adecoagro (NYSE:AGRO) Look Promising

Adecoagro Waits For A Better 2024/25 Harvest. Still A Hold

Dec 03

Adecoagro (NYSE:AGRO) Is Increasing Its Dividend To $0.174

Nov 07
Adecoagro (NYSE:AGRO) Is Increasing Its Dividend To $0.174

Adecoagro S.A.: A Higher Share Price May Be On The Horizon Shortly

Sep 17
User avatar

Sugarcane Expansion And Ethanol Hopes Brighten Future Despite Profit Margin Squeeze

Expansion and active management of sugarcane and ethanol operations could lead to increased production volumes and better margins.

Benign Growth For Adecoagro S.A. (NYSE:AGRO) Underpins Its Share Price

Aug 26
Benign Growth For Adecoagro S.A. (NYSE:AGRO) Underpins Its Share Price

Adecoagro's Q2 2024 Still Challenged By Falling Prices, The Stock Is Not An Opportunity

Aug 25

Adecoagro S.A. (NYSE:AGRO) Shares Could Be 45% Below Their Intrinsic Value Estimate

Aug 10
Adecoagro S.A. (NYSE:AGRO) Shares Could Be 45% Below Their Intrinsic Value Estimate

We Think You Should Be Aware Of Some Concerning Factors In Adecoagro's (NYSE:AGRO) Earnings

May 23
We Think You Should Be Aware Of Some Concerning Factors In Adecoagro's (NYSE:AGRO) Earnings

Adecoagro (NYSE:AGRO) Is Experiencing Growth In Returns On Capital

May 10
Adecoagro (NYSE:AGRO) Is Experiencing Growth In Returns On Capital

Adecoagro (NYSE:AGRO) Has More To Do To Multiply In Value Going Forward

Feb 09
Adecoagro (NYSE:AGRO) Has More To Do To Multiply In Value Going Forward

Adecoagro Trades At Exaggerated Average Multiples

Jan 31

Should You Think About Buying Adecoagro S.A. (NYSE:AGRO) Now?

Jan 18
Should You Think About Buying Adecoagro S.A. (NYSE:AGRO) Now?

Adecoagro: Consider This Sweet Sugar Stock

Jan 10

Adecoagro: Stock Has Strong Growth Potential In 2024

Dec 28

These 4 Measures Indicate That Adecoagro (NYSE:AGRO) Is Using Debt Extensively

Dec 21
These 4 Measures Indicate That Adecoagro (NYSE:AGRO) Is Using Debt Extensively

Ever-Higher Sugar Prices Sweeten The Thesis For Adecoagro

Oct 17

Is It Too Late To Consider Buying Adecoagro S.A. (NYSE:AGRO)?

Oct 04
Is It Too Late To Consider Buying Adecoagro S.A. (NYSE:AGRO)?

Adecoagro (NYSE:AGRO) Use Of Debt Could Be Considered Risky

Aug 10
Adecoagro (NYSE:AGRO) Use Of Debt Could Be Considered Risky

Adecoagro: Undervalued And Poised For A Breakout As Commodities Cycle Higher

Jul 31

Adecoagro: Rice Export Bans In India Come At A Good Time

Jul 22

Should You Think About Buying Adecoagro S.A. (NYSE:AGRO) Now?

Jun 28
Should You Think About Buying Adecoagro S.A. (NYSE:AGRO) Now?

Adecoagro (NYSE:AGRO) Has Some Way To Go To Become A Multi-Bagger

Jun 07
Adecoagro (NYSE:AGRO) Has Some Way To Go To Become A Multi-Bagger

Adecoagro S.A. Just Beat Revenue Estimates By 11%

May 14
Adecoagro S.A. Just Beat Revenue Estimates By 11%

Estimating The Intrinsic Value Of Adecoagro S.A. (NYSE:AGRO)

Apr 12
Estimating The Intrinsic Value Of Adecoagro S.A. (NYSE:AGRO)

At US$7.69, Is Adecoagro S.A. (NYSE:AGRO) Worth Looking At Closely?

Mar 14
At US$7.69, Is Adecoagro S.A. (NYSE:AGRO) Worth Looking At Closely?

Shareholder Returns

AGROUS FoodUS Market
7D3.2%-3.3%0.5%
1Y-28.7%-16.4%20.1%

Return vs Industry: AGRO underperformed the US Food industry which returned -16.4% over the past year.

Return vs Market: AGRO underperformed the US Market which returned 20% over the past year.

Price Volatility

Is AGRO's price volatile compared to industry and market?
AGRO volatility
AGRO Average Weekly Movement4.7%
Food Industry Average Movement4.8%
Market Average Movement6.4%
10% most volatile stocks in US Market17.4%
10% least volatile stocks in US Market3.0%

Stable Share Price: AGRO has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AGRO's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2002n/aMariano Boschwww.adecoagro.com

Adecoagro S.A., engages in agricultural and agro-industrial activities in Argentina, Brazil, Chile, and Uruguay. The company operates through two segments, Farming; and Sugar, Ethanol, and Energy. The company is involved in the production of a range of agricultural commodities, including soybean, corn, wheat, peanut, sunflower, cotton, and others; planting, harvesting, processing, and marketing of white, brown, and rough rice; genetic development of seeds; and production of dairy products, such as raw milk, ultra-high temperature milk, UP milk, powdered milk, semi-hard cheese, cream, cream and cocoa flavored milk, chocolate and fluid milk, and other dairy products.

Adecoagro S.A. Fundamentals Summary

How do Adecoagro's earnings and revenue compare to its market cap?
AGRO fundamental statistics
Market capUS$806.56m
Earnings (TTM)US$35.95m
Revenue (TTM)US$1.55b
22.4x
P/E Ratio
0.5x
P/S Ratio

Is AGRO overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AGRO income statement (TTM)
RevenueUS$1.55b
Cost of RevenueUS$1.29b
Gross ProfitUS$262.58m
Other ExpensesUS$226.63m
EarningsUS$35.95m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 11, 2025

Earnings per share (EPS)0.36
Gross Margin16.90%
Net Profit Margin2.31%
Debt/Equity Ratio64.1%

How did AGRO perform over the long term?

See historical performance and comparison

Dividends

4.2%
Current Dividend Yield
22%
Payout Ratio

Does AGRO pay a reliable dividends?

See AGRO dividend history and benchmarks
When do you need to buy AGRO by to receive an upcoming dividend?
Adecoagro dividend dates
Ex Dividend DateNov 03 2025
Dividend Pay DateNov 19 2025
Days until Ex dividend1 day
Days until Dividend pay date17 days

Does AGRO pay a reliable dividends?

See AGRO dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/02 01:42
End of Day Share Price 2025/10/31 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Adecoagro S.A. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Isabella SimonatoBofA Global Research
Gabriel Vaz de LimaBradesco S.A. Corretora de Títulos e Valores Mobiliários
Thiago Callegari DuarteBTG Pactual