Adecoagro S.A. (NYSE:AGRO)

Adecoagro S.A. AGRO

Consumer Defensive - Agricultural Farm Products - NYSE - LU

Watchlist

$ 11.37

5.77 %

$ 1.18 B

Market Cap

5.63

P/E

1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one AGRO stock under the base case scenario is HIDDEN Compared to the current market price of 11.4 USD, Adecoagro S.A. is HIDDEN

AGRO Intrinsic Value
HIDDEN

SHOW

2. FUNDAMENTAL ANALYSIS

Price Chart AGRO

FINANCIALS

Annual
Quarterly

1.23 B REVENUE

Growth Rates

1Year -9.08%

3Years 14.43%

5Years 9.09%

7Years 5.03%

10Years 6.63%

242 M OPERATING INCOME

Growth Rates

1Year -3.30%

3Years 8.51%

5Years 9.07%

7Years 5.10%

10Years 15.99%

226 M NET INCOME

Growth Rates

1Year 108.36%

3Years 495.79%

5Years 63.66%

7Years 79.70%

10Years 26.14%

442 M OPERATING CASH FLOW

Growth Rates

1Year 19.33%

3Years 19.75%

5Years 15.11%

7Years 8.13%

10Years 15.77%

-174 M INVESTING CASH FLOW

Growth Rates

1Year 41.97%

3Years -12.52%

5Years 0.14%

7Years -5.17%

10Years -0.73%

-153 M FINANCING CASH FLOW

Growth Rates

1Year -550.18%

3Years -41.66%

5Years -49.02%

7Years 2.40%

10Years -9.44%

396 M REVENUE

Growth Rates

1Year -9.08%

3Years 14.43%

5Years 9.09%

7Years 5.03%

10Years 6.63%

41.5 M OPERATING INCOME

Growth Rates

1Year -3.30%

3Years 8.51%

5Years 9.07%

7Years 5.10%

10Years 15.99%

9.87 M NET INCOME

Growth Rates

1Year 108.36%

3Years 495.79%

5Years 63.66%

7Years 79.70%

10Years 26.14%

157 M OPERATING CASH FLOW

Growth Rates

1Year 19.33%

3Years 19.75%

5Years 15.11%

7Years 8.13%

10Years 15.77%

-53.6 M INVESTING CASH FLOW

Growth Rates

1Year 41.97%

3Years -12.52%

5Years 0.14%

7Years -5.17%

10Years -0.73%

-72.2 M FINANCING CASH FLOW

Growth Rates

1Year -550.18%

3Years -41.66%

5Years -49.02%

7Years 2.40%

10Years -9.44%

Balance Sheet Decomposition Adecoagro S.A.

3.16 B ASSETS
1.9 B LIABILITIES

Current Assets	1.06 B
Cash & Short-Term Investments	340 M
Receivables	129 M
Other Current Assets	587 M
Non-Current Assets	2.11 B
Long-Term Investments	60 M
PP&E	1.98 B
Other Non-Current Assets	69.3 M

Current Liabilities	494 M
Accounts Payable	141 M
Short-Term Debt	260 M
Other Current Liabilities	93.1 M
Non-Current Liabilities	1.41 B
Long-Term Debt	1.02 B
Other Non-Current Liabilities	382 M

EFFICIENCY

Earnings Waterfall Adecoagro S.A.

Revenue	1.23 B
Cost Of Revenue	854 M
Gross Profit	371 M
Operating Expenses	181 M
Operating Income	242 M
Other Expenses	15.3 M
Net Income	226 M

RATIOS

30.30% GROSS MARGIN

Averages

1Year 30.30%

3Years 35.97%

5Years 36.25%

7Years 33.12%

10Years 32.90%

19.71% OPERATING MARGIN

Averages

1Year 19.71%

3Years 20.99%

5Years 22.03%

7Years 20.48%

10Years 19.43%

18.47% NET MARGIN

Averages

1Year 18.47%

3Years 12.70%

5Years 7.66%

7Years 5.18%

10Years 3.94%

18.41% ROE

Averages

1Year 18.41%

3Years 13.64%

5Years 8.22%

7Years 5.76%

10Years 4.42%

7.15% ROA

Averages

1Year 7.15%

3Years 5.23%

5Years 3.15%

7Years 2.18%

10Years 1.68%

8.40% ROIC

Averages

1Year 8.40%

3Years 9.73%

5Years 6.03%

7Years 7.96%

10Years 6.97%

FREE CASH FLOW ANALYSIS

Free Cash Flow Analysis Adecoagro S.A.

Net Income	226 M
Depreciation & Amortization	176 M
Capital Expenditures	-243 M
Stock-Based Compensation	8.58 M
Change in Working Capital	-70.8 M
Others	21.5 M
Free Cash Flow	198 M

3. WALL STREET ANALYSTS ESTIMATES

Wall Street Analysts Price Targets Adecoagro S.A.

Wall Street analysts predict an average 1-year price target for AGRO of $12 , with forecasts ranging from a low of $10 to a high of $13 .

AGRO Lowest Price Target Wall Street Target

10 USD -12.05%

AGRO Average Price Target Wall Street Target

12 USD 5.54%

AGRO Highest Price Target Wall Street Target

13 USD 14.34%

4. DIVIDEND ANALYSIS

1.74% DIVIDEND YIELD

0.174 USD DIVIDEND PER SHARE

5. COMPETITION

Limoneira Company operates as an agribusiness and real estate development company in the United States and internationally. The company operates through three divisions: Agribusiness, Rental Operations, and Real Estate Development.

-18.9 USD

LMNR

Overvalued 171.67%

Dole plc engages in sourcing, processing, marketing, and distribution of fresh fruit and vegetables worldwide. The company operates through four segments: Fresh Fruit; Diversified Fresh Produce - EMEA; Diversified Fresh Produce - Americas and ROW; and Fresh Vegetables.

73.5 USD

DOLE

Undervalued 398.86%

Alico, Inc., together with its subsidiaries, operates as an agribusiness and land management company in the United States. The company operates in two segments, Alico Citrus, and Land Management and Other Operations.

32.2 USD

ALCO

Undervalued 26.97%

Cal-Maine Foods, Inc., together with its subsidiaries, produces, grades, packages, markets, and distributes shell eggs. The company offers specialty shell eggs, such as nutritionally enhanced, cage free, organic, and brown eggs under the Egg-Land's Best, Land O' Lakes, Farmhouse Eggs, and 4-Grain brand names, as well as under private labels.

49.2 USD

CALM

Overvalued 45.62%

Fresh Del Monte Produce Inc., through its subsidiaries, produces, markets, and distributes fresh and fresh-cut fruits and vegetables in North America, Europe, the Middle East, Africa, Asia, and internationally.

15.1 USD

FDP

Overvalued 55.25%

S&W Seed Company, an agricultural company, engages in breeding, growing, processing, and selling alfalfa and sorghum seeds. It also offers sunflower, wheat germplasm, wheat, and pasture seeds.

-3.14 USD

SANW

Overvalued 233.44%

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas engages in the acquisition, development, exploration, and sale of rural properties suitable for agricultural activities in Brazil.

5.64 USD

LND

Undervalued 35.05%

Archer-Daniels-Midland Company procures, transports, stores, processes, and merchandises agricultural commodities, products, and ingredients in the United States, Switzerland, Cayman Islands, Brazil, Mexico, the United Kingdom, and internationally.

-45.6 USD

ADM

Overvalued 185.45%

Tyson Foods, Inc., together with its subsidiaries, operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken, and Prepared Foods.

71.6 USD

TSN

Undervalued 11.32%

6. Ownership

Insider Ownership Adecoagro S.A.

Summary
Transactions

Sold

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

0 USD 0

Bought

0 USD 0

0-3 MONTHS

0 USD 0

3-6 MONTHS

0 USD 0

6-9 MONTHS

0 USD 0

9-12 MONTHS

Date	Value	Insider	Amount	Avg Price

7. News

Adecoagro S.A. (AGRO) Q3 2024 Earnings Call Transcript Adecoagro S.A. (NYSE:AGRO ) Q3 2024 Earnings Call Transcript November 14, 2024 10:00 AM ET Company Participants Mariano Bosch - CEO Emilio Gnecco - CFO Renato Pereira - VP, Sugar, Ethanol and Energy Conference Call Participants Bruno Tomazetto - Itau BBA Isabella Simonato - Bank of America Matheus Enfeldt - UBS Operator Good morning, ladies and gentlemen, and thank you for waiting. seekingalpha.com - 2 days ago

Zacks Industry Outlook Corteva, Dole, Adecoagro and Calavo Growers Corteva, Dole, Adecoagro and Calavo Growers have been highlighted in this Industry Outlook article. zacks.com - 3 days ago

4 Key Agriculture Stocks Positioned for Gains as Market Trends Improve The Agriculture - Operations industry is set to grow on innovation and rising demand for healthy products despite challenges from increasing costs and trade uncertainties. Companies such as CTVA, DOLE, AGRO and CVGW are well-positioned to benefit from these trends. zacks.com - 4 days ago

Adecoagro (AGRO) Stock Sinks As Market Gains: Here's Why In the latest trading session, Adecoagro (AGRO) closed at $11.50, marking a -0.78% move from the previous day. zacks.com - 1 week ago

Adecoagro announces declaration of cash dividends LUXEMBOURG , Nov. 1, 2024 /PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO), a leading sustainable production company in South America, announced its Board of Directors has approved a cash dividend distribution of $17.5 million that represents approximately $0.1740 per share considering outstanding shares as of today, to shareholders of the Company of record at close of business on November 12, 2024, and payable on November 27, 2024.This dividend distribution is the second of a two-tranche cash dividend payable in two installments. prnewswire.com - 2 weeks ago

Adecoagro (AGRO) Advances While Market Declines: Some Information for Investors Adecoagro (AGRO) concluded the recent trading session at $11.77, signifying a +0.77% move from its prior day's close. zacks.com - 3 weeks ago

Adecoagro (AGRO) Ascends While Market Falls: Some Facts to Note Adecoagro (AGRO) concluded the recent trading session at $11.30, signifying a +0.98% move from its prior day's close. zacks.com - 1 month ago

New Strong Sell Stocks for September 12th AGRO, AZUL and ALGT have been added to the Zacks Rank #5 (Strong Sell) List on September 12, 2024. zacks.com - 2 months ago

Top 4 Agriculture Operations Stocks to Watch as Industry Trends Improve The Agriculture - Operations industry is poised to grow on innovation and healthy product demand amid rising costs and trade uncertainties. Companies like CTVA, DOLE, AGRO, and ALCO are expected to benefit from innovations and increased consumer demand. zacks.com - 2 months ago

Adecoagro's Q2 2024 Still Challenged By Falling Prices, The Stock Is Not An Opportunity Adecoagro's 2Q24 results were flat due to improved production in sugar and farming businesses being offset by collapsing prices. The company's share price has remained flat with a Hold rating, as the stock already discounts positive commodity market conditions. Adecoagro's valuation remains unattractive, with earnings yield of 7.6% and potential downward revision in land prices affecting profitability. seekingalpha.com - 2 months ago

Best Growth Stocks to Buy for August 23rd PPC, AGRO, and VRT made it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 23, 2024. zacks.com - 2 months ago

AGRO vs. LMNR: Which Stock Is the Better Value Option? Investors interested in Agriculture - Operations stocks are likely familiar with Adecoagro (AGRO) and Limoneira (LMNR). But which of these two stocks is more attractive to value investors? zacks.com - 3 months ago

8. Profile Summary

Adecoagro S.A. AGRO

COUNTRY LU

INDUSTRY Agricultural Farm Products

MARKET CAP $ 1.18 B

Dividend Yield 1.74%

Description 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.

Contact Vertigo Naos Building, Luxembourg City, 2453 https://www.adecoagro.com

IPO Date Jan. 28, 2011

Employees 8896

Officers Ms. Victoria Cabello Investor Relations Officer Mr. Mariano Bosch Co-Founder, Chief Executive Officer & Director Mr. Ezequiel Garbers Co-Founder and Country Manager of Argentina & Uruguay Mr. Emilio Federico Gnecco Chief Financial Officer Mr. Alejandro López Moriena Chief Sustainability Officer Mr. Renato Junqueira-Santos Pereira Vice President of Sugar, Ethanol & Energy Business

Price Chart AGRO

Adecoagro S.A. AGRO

Premium Plan

Unlimited Plan