1.26%
2.33%
-16.09%
-0.10%
-5.67%
19.14%
29.18%
AI Spotlight on AGRO
Company 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.
Market Data
| Last Price | 9.65 |
| Change Percentage | 1.26% |
| Open | 9.67 |
| Previous Close | 9.53 |
| Market Cap ( Millions) | 1005 |
| Volume | 383110 |
| Year High | 12.08 |
| Year Low | 8.72 |
| M A 50 | 10.17 |
| M A 200 | 10.47 |
Financial Ratios
| FCF Yield | 0.82% |
| Dividend Yield | 3.55% |
| ROE | 11.79% |
| Debt / Equity | 86.91% |
| Net Debt / EBIDTA | 236.34% |
| Price To Book | 0.7 |
| Price Earnings Ratio | 6.15 |
| Price To FCF | 121.47 |
| Price To sales | 0.75 |
| EV / EBITDA | 4.7 |
News
- Jan -28 - Adecoagro (AGRO) Rises As Market Takes a Dip: Key Facts
- Jan -21 - Zacks Industry Outlook Archer Daniels, Adecoagro, Mission Produce, Calavo Growers and Alico
- Jan -17 - 5 Prominent Agriculture Operations Stocks Navigating Market Challenges
- Dec -03 - Adecoagro Waits For A Better 2024/25 Harvest. Still A Hold
- Nov -14 - Adecoagro S.A. (AGRO) Q3 2024 Earnings Call Transcript
- Nov -14 - Zacks Industry Outlook Corteva, Dole, Adecoagro and Calavo Growers
- Nov -13 - 4 Key Agriculture Stocks Positioned for Gains as Market Trends Improve
- Nov -08 - Adecoagro (AGRO) Stock Sinks As Market Gains: Here's Why
- Nov -01 - Adecoagro announces declaration of cash dividends
- Oct -25 - Adecoagro (AGRO) Advances While Market Declines: Some Information for Investors
- Sep -18 - Adecoagro (AGRO) Ascends While Market Falls: Some Facts to Note
- Sep -12 - New Strong Sell Stocks for September 12th
- Sep -03 - Top 4 Agriculture Operations Stocks to Watch as Industry Trends Improve
- Aug -25 - Adecoagro's Q2 2024 Still Challenged By Falling Prices, The Stock Is Not An Opportunity
- Aug -23 - Best Growth Stocks to Buy for August 23rd
- Aug -16 - AGRO vs. LMNR: Which Stock Is the Better Value Option?
- Aug -13 - Adecoagro S.A. (AGRO) Q2 2024 Earnings Call Transcript
- Aug -02 - ADECOAGRO S.A. ANNOUNCES EARLY RESULTS OF CASH TENDER OFFER FOR UP TO US$100.0 MILLION AGGREGATE PRINCIPAL AMOUNT OF 6.000% SENIOR NOTES DUE 2027
- Jul -31 - AGRO vs. LMNR: Which Stock Should Value Investors Buy Now?
- Jul -22 - ADECOAGRO S.A. COMMENCES CASH TENDER OFFER FOR UP TO US$100.0 MILLION AGGREGATE PRINCIPAL AMOUNT OF 6.00% SENIOR NOTES DUE 2027
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Sugar, Ethanol and Energy
Expected Growth : 10.5 %
What the company do ?
Adecoagro S.A. is an agricultural company that produces sugar, ethanol, and energy from its crops, providing a diversified portfolio of products.
Why we expect these perspectives ?
Adecoagro's diversified portfolio of sugar, ethanol, and energy products drives growth, fueled by increasing global demand for renewable energy and sustainable agricultural practices.
Segment n°2 -> Farming
Expected Growth : 10.5 %
What the company do ?
Adecoagro S.A. is a leading agricultural company that engages in farming, ranching, and land transformation, focusing on sustainable and responsible practices.
Why we expect these perspectives ?
Adecoagro's focus on sustainable and responsible practices, increasing demand for organic and eco-friendly products, and expansion into new markets drive growth. Additionally, the company's diversified portfolio of crops and livestock, as well as its strong presence in South America, contribute to its growth potential.
Segment n°3 -> Reconciling Items
Expected Growth : 4.5 %
What the company do ?
Reconciling items from Adecoagro S.A. refer to the differences between the company's reported financial results and the expected results, requiring adjustments to reconcile the two.
Why we expect these perspectives ?
Adecoagro S.A.'s reconciling items are driven by factors such as changes in accounting estimates, differences in valuation methods, and adjustments for non-recurring items. The company's growth is expected to be fueled by increasing agricultural commodity prices, expansion into new markets, and investments in technology and sustainability initiatives.
Adecoagro S.A. Products
| Product Range | What is it ? |
|---|---|
| Farm Products | Adecoagro S.A. produces and sells a variety of farm products, including soybeans, corn, wheat, and sugarcane, among others. |
| Rice | Adecoagro S.A. produces and sells rice, a staple food crop, to local and international markets. |
| Sugar and Ethanol | Adecoagro S.A. produces and sells sugar and ethanol, a biofuel, from sugarcane crops. |
| Cattle | Adecoagro S.A. raises and sells cattle for beef production, as well as provides cattle fattening services. |
| Urea Fertilizer | Adecoagro S.A. produces and sells urea fertilizer, a nitrogen-based fertilizer, for agricultural use. |
| Land Transformation Services | Adecoagro S.A. provides land transformation services, including land acquisition, development, and management. |
Adecoagro S.A.'s Porter Forces
Threat Of Substitutes
Adecoagro S.A. operates in the agricultural industry, where substitutes are limited. However, the company faces some threat from alternative crops and farming practices.
Bargaining Power Of Customers
Adecoagro S.A. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are essential to its customers, making it difficult for them to negotiate prices.
Bargaining Power Of Suppliers
Adecoagro S.A. relies on suppliers for inputs such as seeds, fertilizers, and equipment. While the company has some bargaining power due to its size, suppliers can still exert some pressure on prices and delivery terms.
Threat Of New Entrants
The agricultural industry has high barriers to entry, including significant capital requirements and regulatory hurdles. This makes it difficult for new entrants to compete with established players like Adecoagro S.A.
Intensity Of Rivalry
The agricultural industry is highly competitive, with many players competing for market share. Adecoagro S.A. faces intense rivalry from other agricultural companies, which can lead to pricing pressure and reduced margins.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 43.80% |
| Debt Cost | 7.57% |
| Equity Weight | 56.20% |
| Equity Cost | 9.52% |
| WACC | 8.66% |
| Leverage | 77.93% |
Adecoagro S.A. : Quality Control
Adecoagro S.A. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| FFARM.AS | ForFarmers N.V. provides feed solutions for conventional and organic livestock farming in the Netherlands, Belgium, Germany, Poland, and the United Kingdom. It offers compound feed and blends, feed for young … |
| AUSS.OL | Austevoll Seafood ASA, a seafood company, engages in the salmon and trout, white fish, and pelagic businesses in Norway, the European Union, the United Kingdom, Eastern Europe, Africa, Asia, North … |
| SIP.BR | Sipef NV operates as an agro-industrial company. The company operates through Palm, Rubber, Tea, and Bananas and Horticulture segments. Its products include palm oil, palm kernels, and palm kernel oil; … |
| MPE.L | M.P. Evans Group PLC, through its subsidiaries, engages in the ownership, management, and development of oil palm plantations in Indonesia. It operates through Plantation Indonesia and Property Malaysia segments. The … |
| AEP.L | Anglo-Eastern Plantations Plc, together with its subsidiaries, owns, operates, and develops agriculture plantations in Indonesia and Malaysia. It primarily produces crude palm oil, palm kernels, shell nuts, fresh fruit bunches, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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M.P. Evans
A-Score
1-Year Total Return ->
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Sipef
A-Score
1-Year Total Return ->
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Austevoll Seafood
A-Score
1-Year Total Return ->
4
ForFarmers
A-Score
1-Year Total Return ->
5
Anglo-Eastern Plantations
A-Score
1-Year Total Return ->
6
