AGRO

Adecoagro S.A.

Fundamental data last updated:June 3, 2026

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company profile

SECTOR

Consumer Defensive

industry

Agricultural Farm Products

Exchange

NYSE

County of HQ

LU

Next Earnings Date

08/13/2026

Business Summary

Adecoagro S.A. operates as an agro-industrial company in South America. It engages in farming crops and other agricultural products, dairy operations, and land transformation activities, as well as sugar, ethanol, and energy production activities. The company is involved in the planting, harvesting, and sale of grains and oilseeds, as well as wheat, corn, soybeans, peanuts, cotton, sunflowers, and others; provision of grain warehousing/conditioning, handling, and drying services to third parties; and purchase and sale of crops produced by third parties. It also plants, harvests, processes, and markets rice; and produces and sells raw milk, UHT, cheese, powder milk, and others. In addition, the company engages in the cultivating, processing, and transforming of sugarcane into ethanol and sugar; and the sale of electricity cogenerated at its sugar and ethanol mills to the grid. Further, it is involved in the identification and acquisition of underdeveloped and undermanaged farmland, and the realization of value through the strategic disposition of assets. As of December 31, 2021, the company owned a total of 219,850 hectares of land, including 18 farms in Argentina, 8 farms in Brazil, and 1 farm in Uruguay, as well as a total of 241 megawatts of installed cogeneration capacity. Adecoagro S.A. was founded in 2002 and is based in Luxembourg, Luxembourg.

 


VALUATION

P/E

451.54

Market Cap ($M USD)

$6.84B

Forward P/E

11.45

PEG

0.00

PRICE TO SALES

4.56

PRICE TO BOOK

3.53

EV / EBITDA

17.87

5-Year Average P/E

Free Cash Flow Yield

0.75%

DCF Value

$6.66

Graham Number

$7.21

Price to FCF

133.18

EV to FCF

172.76

Earnings Yield

0.22%

FCF Yield

0.75%

DIVIDEND

Yield

2.44%

Annual Payout

$0.30

Payout Ratio

226.39%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$0.03

Next Year EPS Growth Estimate

$1.06

Next Year Revenue Growth Estimate

$220.17B

Return on Equity (ROE)

0.89%

FREE CASH FLOW

Operating Margin

6.87%

Debt-to-Equity

1.18

Piotroski F-Score

5

Altman Z-Score

2.00

Return on Invested Capital (ROIC)

2.31%

Current Ratio

1.74

Quick Ratio

0.86

Net Debt to EBITDA

4.09

Interest Coverage

0.69

Gross Profit margin

26.37%

FCF PER SHARE

$0.10

REVENUE PER SHARE

$2.94

Gainseekers Quantitative Analysis

Summary

AGRO Adecoagro S.A. presents a perplexing valuation scenario. Despite a Forward P/E of 10.30 suggesting potential growth, the stock’s current price is dramatically inflated compared to its DCF Value. The negative Earnings Yield and a dismal Altman Z-score of 1.72 raise red flags about financial stability. The market seems to be pricing in perfection, ignoring the underlying risks. This is a classic case of a stock trading on hope rather than fundamentals, with its valuation metrics signaling caution.

AI Exposure / Tech Reliance

In the realm of AI and tech adaptation, AGRO's position in the Agricultural Farm Products industry suggests limited direct exposure to rapid tech shifts. However, advancements in agri-tech could enhance operational efficiency. The company's resilience will depend on its ability to integrate these technologies into its traditional farming operations.

The Bull Case

For the optimistic investor, AGRO offers a compelling narrative. Despite a low ROIC of 1.49%, the company's operating margin of 4.42% indicates some pricing power in its niche market. The Forward PEG ratio of 0.0012 is a beacon for GARP investors, hinting at undervaluation relative to growth. While the Piotroski F-Score is low, the potential for significant sales growth next year could drive future profitability.

The Bear Case

On the flip side, AGRO's structural weaknesses are glaring. The Price/Book ratio of 4.01 and Price/Sales of 4.69 suggest overvaluation. The company's cash flow is underwhelming, with a Price to FCF of 178.98 and an EV to FCF of 220.81, indicating poor cash generation. With a Net Debt to EBITDA ratio of 4.25, financial leverage is concerning, and the stock's proximity to its 52-week high suggests technical overextension.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Hold

Average Analyst Price Target

$8.50

Institutional Ownership %

1-Year Beta

-0.07

Insider Buying % (6 Mo)

Distance to 52-Week High

31.00%

Distance to 52-Week Low

43.20%

EARNINGS SURPRISE %

-196.81%

50-DAY SMA

$13.72

200-DAY SMA

$9.73

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.