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Upturn AI SWOT - About
AGRO 
Adecoagro SA (AGRO)
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Upturn Advisory Summary
03/11/2025: AGRO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -26.46% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.14B USD | Price to earnings Ratio 12.62 | 1Y Target Price 12.92 |
Price to earnings Ratio 12.62 | 1Y Target Price 12.92 | ||
Volume (30-day avg) 627410 | Beta 0.97 | 52 Weeks Range 8.59 - 11.89 | Updated Date 03/30/2025 |
52 Weeks Range 8.59 - 11.89 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 3.07% | Basic EPS (TTM) 0.9 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.08% | Operating Margin (TTM) 11.96% |
Management Effectiveness
Return on Assets (TTM) 4.02% | Return on Equity (TTM) 6.89% |
Valuation
Trailing PE 12.62 | Forward PE 20.83 | Enterprise Value 2046952906 | Price to Sales(TTM) 0.75 |
Enterprise Value 2046952906 | Price to Sales(TTM) 0.75 | ||
Enterprise Value to Revenue 1.35 | Enterprise Value to EBITDA 4.96 | Shares Outstanding 100054000 | Shares Floating 33089785 |
Shares Outstanding 100054000 | Shares Floating 33089785 | ||
Percent Insiders 27.98 | Percent Institutions 47.88 |
Analyst Ratings
Rating 3.43 | Target Price 13.43 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Adecoagro SA
Company Overview
History and Background
Adecoagro SA was founded in 2002 by investors including George Soros. It's an agricultural company focused on producing food, sugar, ethanol and energy across South America.
Core Business Areas
- Sugar, Ethanol & Energy: Production of sugar, ethanol from sugarcane, and electricity cogeneration from sugarcane bagasse.
- Farming: Cultivation of grains, oilseeds, and rice.
- Dairy: Production and sale of ultra-high temperature (UHT) milk, powdered milk, cheese, and butter.
- Land Transformation: Identifies and acquires land with development potential, transforming it through strategic investments.
Leadership and Structure
The company is led by CEO Mariano Bosch. The organizational structure includes various departments focused on production, sales, and operations across its different business segments.
Top Products and Market Share
Key Offerings
- Sugar: Adecoagro is a significant sugar producer in South America. Market share varies by region but holds a notable presence in Brazil and Argentina. Competitors include Cosan (Brazil) and Ledesma (Argentina).
- Ethanol: They produce ethanol from sugarcane. Market share is concentrated in Brazil. Competitors include Raizen and BP Bunge Bioenergia.
- Grains & Oilseeds: Soybeans, corn, wheat, and rice are key crops. Market share fluctuates based on harvest yields and global demand. Competitors include Bunge, Cargill, and ADM.
- Dairy Products: UHT milk and milk powders with operations primarily in Argentina. Competitors include Mastellone Hnos (La Serenisima) and Sancor.
Market Dynamics
Industry Overview
The agricultural industry is influenced by factors such as weather patterns, commodity prices, government regulations, and global demand for food and energy. The sugar and ethanol markets are impacted by government mandates and biofuel policies.
Positioning
Adecoagro is vertically integrated, controlling various stages of the agricultural value chain. Its competitive advantage lies in its scale of operations, access to fertile land, and efficient production processes.
Total Addressable Market (TAM)
The TAM for agriculture is in the trillions globally. Adecoagro's positioning is favorable, as a leading South American player with potential for continued expansion and efficient production.
Upturn SWOT Analysis
Strengths
- Large scale of operations
- Efficient production processes
- Vertically integrated business model
- Access to fertile land in South America
- Strong presence in sugar and ethanol markets
Weaknesses
- Exposure to commodity price volatility
- Dependence on weather conditions
- Geographic concentration in South America
- Regulatory and political risks in operating countries
Opportunities
- Expanding production capacity
- Increasing exports to emerging markets
- Developing new bio-based products
- Acquiring strategic assets
- Increasing efficiency using technology
Threats
- Fluctuations in commodity prices
- Changes in government regulations
- Adverse weather conditions
- Increased competition
- Geopolitical instability in operating regions
Competitors and Market Share
Key Competitors
- BG
- ADM
- LSX:WEIR
Competitive Landscape
Adecoagro's advantages include its scale of operations and efficient production. Disadvantages involve commodity price volatility and geographic concentration.
Major Acquisitions
Deusa Bioenergia
- Year: 2022
- Acquisition Price (USD millions): 281
- Strategic Rationale: Expanded sugarcane milling capacity and ethanol production.
Growth Trajectory and Initiatives
Historical Growth: Adecoagro has grown through strategic acquisitions and expansion of its production capacity. Growth has been impacted by commodity market cycles and economic conditions.
Future Projections: Analyst estimates project continued growth in revenue and earnings, driven by increasing global demand for food and energy. Expansion in ethanol and sustainable energy may drive growth.
Recent Initiatives: Recent strategic initiatives include investments in technology to improve efficiency, acquisitions of land to expand production, and efforts to enhance sustainability.
Summary
Adecoagro is a substantial agricultural player in South America. Its scale and vertical integration help it compete. However, commodity price volatility and regional risks present challenges. Investment in efficiency and new markets could drive future growth.
Similar Companies
- BG
- ADM
- LSX:WEIR
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Adecoagro SA
Exchange NYSE | Headquaters - | ||
IPO Launch date 2011-01-28 | Co-Founder, CEO & Director Mr. Mariano Bosch | ||
Sector Consumer Defensive | Industry Farm Products | Full time employees - | Website https://www.adecoagro.com |
Full time employees - | Website https://www.adecoagro.com | ||
Adecoagro S.A., an agro-industrial company, engages in various businesses in Argentina, Brazil, and Uruguay. The company operates through two segments, Farming; and Sugar, Ethanol and Energy. The Farming segment is involved in the production of a range of agricultural commodities, including soybean, corn, wheat, peanut, sunflower, cotton, and others; planting, harvesting, processing, and marketing of rice; genetic development of seeds; and production of dairy products, such as raw milk, ultra-high temperature milk, UP milk, powdered milk, semi-hard cheese, cream, cream and cocoa flavored milk, chocolate milk, and other dairy products. The segment also generates electricity through burning biogas extracted from effluents produced by its dairy cattle; and provides grain warehousing and conditioning, and handling and drying services to third parties. The Sugar, Ethanol and Energy segment produces sugar, ethanol, and energy; and sells carbon credits and renewable natural gas certificates. It also engages in the land transformation activities, which is involved in the identification and acquisition of underdeveloped and undermanaged farmland, and the realization of value through the strategic disposition of assets. The company was founded in 2002 and is based in Luxembourg, Luxembourg.
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