AGRO
Consumer DefensiveAdecoagro S.A. · Agricultural Farm Products · $7B
What is Adecoagro S.A.?
Adecoagro S.A. is a South American agro-industrial company operating across Argentina, Brazil, and Uruguay. It spans crop farming, dairy production, and sugar and ethanol manufacturing — making it one of the more diversified agricultural businesses listed on US exchanges.
Adecoagro generates revenue across several verticals: growing and selling grains and oilseeds, processing sugarcane into ethanol and sugar, selling cogenerated electricity to the grid, and running dairy operations that produce milk, cheese, and related products. The company also identifies underdeveloped farmland, improves it, and strategically disposes of assets to unlock value. Grain warehousing and handling services for third parties add another revenue layer.
Adecoagro was founded in 2002 and is headquartered in Luxembourg City, Luxembourg.
- Grains and oilseeds farming — soybeans, corn, wheat, sunflowers, peanuts, cotton
- Sugar and ethanol production from sugarcane processing
- Dairy products including raw milk, UHT, cheese, and powder milk
- Electricity cogeneration sold to the grid from sugar and ethanol mills
- Farmland transformation — acquiring and developing undermanaged agricultural land
Is AGRO a Good Stock to Buy?
UQS Score rates AGRO as Poor overall, reflecting meaningful challenges across several key dimensions of business quality.
Among the five pillars, Growth and Valuation each land at a Neutral rating — suggesting the company is not in outright decline and is not dramatically mispriced relative to its fundamentals. These are the relative bright spots in an otherwise difficult profile.
Quality, Moat, and Risk all carry Weak ratings, pointing to concerns around earnings consistency, competitive positioning, and the financial risks inherent in commodity-exposed, emerging-market agriculture.
Pro members can view the complete pillar breakdown and underlying financial metrics to understand exactly where Adecoagro stands. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does AGRO pay dividends?
Yes — Adecoagro S.A. pays a dividend.
Adecoagro does pay a regular dividend, which is relatively uncommon among mid-cap agricultural companies with commodity exposure. Income-focused investors may find this noteworthy, though dividend sustainability in cyclical agribusiness depends heavily on commodity prices and currency dynamics in South American markets.
When does AGRO report earnings?
Adecoagro reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
Given the Neutral Growth pillar rating, the company's recent results reflect a mixed but not deteriorating trajectory. Commodity price swings and currency volatility in Argentina and Brazil tend to create significant quarter-to-quarter variation in reported figures.
For the most current quarterly results and guidance, visit Adecoagro's official investor relations page.
AGRO Price History
+45.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Adecoagro S.A.?
Based on Adecoagro S.A.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
AGRO Long-term Outlook
The Neutral Growth rating suggests Adecoagro is not in a high-expansion phase but is maintaining operational activity across its diversified segments. However, the Weak Risk rating flags meaningful headwinds — including commodity price exposure, South American currency risk, and the capital intensity of large-scale farming and processing operations. The Neutral Valuation rating implies the market has already priced in much of the uncertainty.
Growth drivers
- Diversification across crops, dairy, ethanol, and energy provides multiple revenue levers
- Farmland transformation strategy can unlock asset value over time
- Growing demand for ethanol as a fuel blend in Brazil supports the sugar-ethanol segment
Key risks
- Commodity price volatility directly impacts revenue across all major segments
- Argentine and Brazilian currency depreciation can erode USD-reported earnings
- Weak Moat rating suggests limited pricing power relative to global agribusiness peers
AGRO vs Peers
Adecoagro operates in the broader agricultural and food production space alongside several peers, though its South American, multi-commodity model sets it apart.
Cal-Maine focuses exclusively on shell egg production and distribution in the US, making it a far more geographically and product-concentrated business than Adecoagro.
Smithfield is a large-scale pork processor and packaged meats company, operating primarily in North America with a consumer-brand orientation distinct from Adecoagro's raw commodity model.
Fresh Del Monte sources, processes, and distributes fresh and fresh-cut produce globally, with a stronger distribution and branding layer compared to Adecoagro's farm-and-process approach.
Frequently Asked Questions
What does Adecoagro do?
Adecoagro is a South American agro-industrial company that farms grains and oilseeds, produces sugar and ethanol from sugarcane, runs dairy operations, and sells cogenerated electricity. It also acquires and develops undermanaged farmland across Argentina, Brazil, and Uruguay.
Does AGRO pay dividends?
Yes, Adecoagro pays a regular dividend. This is notable for a mid-cap agricultural company with significant commodity exposure. Investors should monitor dividend consistency given the cyclical nature of the agribusiness sector and currency dynamics in South America.
When does AGRO report earnings?
Adecoagro reports on a quarterly cadence, standard for US-listed companies. Exact dates vary each quarter. For the most up-to-date earnings schedule, check Adecoagro's investor relations page directly.
Is AGRO a good stock to buy?
UQS Score rates AGRO as Poor overall. The Quality, Moat, and Risk pillars all carry Weak ratings, while Growth and Valuation are Neutral. This profile suggests meaningful challenges that investors should weigh carefully. The full pillar breakdown is available to Pro members.
Is AGRO overvalued?
The UQS Valuation pillar for AGRO is rated Neutral, suggesting the stock is neither clearly cheap nor obviously expensive relative to its fundamentals. Given the Weak Quality and Risk ratings, the valuation picture requires careful interpretation in context.
How does AGRO compare to its competitors?
Adecoagro's diversified South American model — spanning grains, dairy, ethanol, and energy — differs from peers like Cal-Maine Foods, Smithfield Foods, and Fresh Del Monte, which are more concentrated by product or geography. AGRO's emerging-market exposure adds both opportunity and risk not present in most North American peers.
What is AGRO's market cap bracket?
Adecoagro is classified as a mid-cap company. This places it in a range where institutional coverage can be thinner than for large-caps, and liquidity may be more variable — factors worth considering alongside the fundamental UQS profile.
Who founded Adecoagro?
Adecoagro was founded in 2002. The company's founding and ownership history is publicly documented and widely available through financial news sources and the company's own investor relations materials.
Is AGRO a long-term quality investment?
As a long-term quality indicator, UQS rates AGRO as Poor. The Weak Moat rating suggests limited durable competitive advantages, and the Weak Risk rating points to structural vulnerabilities. Long-term investors focused on quality may want to review the full pillar analysis before committing.
What is the main competitive advantage of Adecoagro?
Adecoagro's diversification across multiple agricultural verticals — crops, dairy, ethanol, and energy — provides some operational resilience. Its large landholding base and farmland transformation strategy also represent a tangible asset foundation, though the UQS Moat pillar rates this competitive positioning as Weak.
What sector does AGRO belong to?
Adecoagro is classified in the Consumer Defensive sector. While the label implies stability, agricultural businesses with commodity and currency exposure can exhibit significant earnings volatility — a nuance reflected in AGRO's Weak Risk pillar rating.
Is AGRO a growth stock or value stock?
Based on UQS pillar labels, AGRO carries a Neutral Growth rating and a Neutral Valuation rating — placing it in neither a clear growth nor a deep-value category. It sits in a middle ground where neither rapid expansion nor a compelling discount is evident from the scoring.
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Pro Analysis
AGRO — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 27.4 | 10.1 | 10.0 | 53.0 | 21.9 | 56.7 | +0.4 |
| May 22, 2026 | 27.0 | 10.0 | 10.0 | 53.0 | 21.9 | 54.4 | +0.5 |
| May 21, 2026 | 26.5 | 8.4 | 10.0 | 51.9 | 21.9 | 55.0 | +1.1 |
| May 20, 2026 | 25.4 | 5.7 | 10.0 | 51.9 | 19.6 | 54.1 | +0.1 |
| May 19, 2026 | 25.3 | 5.7 | 10.0 | 51.9 | 19.6 | 53.8 | -0.1 |
| May 16, 2026 | 25.4 | 5.7 | 10.0 | 51.9 | 19.6 | 54.6 | 0.0 |
| May 15, 2026 | 25.4 | 5.6 | 10.0 | 51.9 | 19.6 | 54.8 | +0.2 |
| May 14, 2026 | 25.2 | 5.6 | 10.0 | 51.9 | 19.6 | 53.4 | -0.3 |
| May 13, 2026 | 25.5 | 5.7 | 10.0 | 51.9 | 19.6 | 55.0 | +0.1 |
| May 12, 2026 | 25.4 | 5.7 | 10.0 | 51.9 | 19.6 | 54.3 | -0.6 |
AGRO — Pillar Breakdown
Quality
— 10.1/100 (25%)Adecoagro S.A. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 53.0/100 (20%)Adecoagro S.A. shows steady but unspectacular growth, typical for mature companies.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 21.9/100 (15%)Adecoagro S.A. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 59.6/100 (15%)Adecoagro S.A. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 10/100 (25%)Adecoagro S.A. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for AGRO.
Score Composition
Financial Data
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How is the AGRO UQS Score Calculated?
The UQS (Unified Quality Score) for Adecoagro S.A. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Adecoagro S.A.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Adecoagro S.A. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.