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AGRO

Adecoagro S.A.

AGRO

NYSE·Consumer Defensive·Agricultural Farm Products·Mkt cap $6.6B

$11.77

+1.47%

P/E

181.08

Mkt Cap

$6.6B

52-Wk Range

$6.89–$15.89

52-Week Range

$6.89 - $15.89

P/E

181.08

Fwd P/E

8.04

Beta

-0.06

Div Yield

2.52%

Avg Vol

911.8K

Shares Out

510.5M

Mkt Cap

$6.6B

Price action

Price chart

Up 46.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive landholdings (219,850 hectares) across prime South American agricultural regions
  • Vertically integrated operations from farming through processing and energy generation
  • Renewable energy cogeneration capacity (241 MW) providing operational synergies and revenue diversification
  • Established supply chain and logistics infrastructure for grain handling and agricultural products

Bear Case

1 risk

  • Low volatility (beta -0.1).

Growth

Strong growth ahead

Rising global demand for agricultural commodities and biofuels

Value

Undervalued - trading well below Agricultural Trading & Processing peers

Momentum

Stable

+3.3% over 3m

Quality

Stable

Solid business

Dividend

Solid

2.52% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 10, 2026

Q3 26 RECAP

AUG 11, 2026

Reported EPS of $0.13 vs $0.54 consensus (-76.1% surprise). Revenue of $531.0M vs $602.0M expected (-11.8%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-76.1%

Revenue trend · last 8Q

+24%

-7%

-35%

+11%

+22%

+39%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$471.5M

$374.2M

$325.5M

$382.1M

$304.2M

$415.9M

$398.7M

$531.0M

Margins · last 8Q

Gross

32.6%

Operating

17.3%

Profit

3.4%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: UBS · Aug 27, 2026

vs Industry

How AGRO stacks vs Agricultural Farm Products

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.