Nama Insights

Adecoagro (AGRO)

Consumer Defensive · Farm Products · NYSE

Adecoagro (AGRO) is a Consumer Defensive company in the Farm Products industry. It has a market capitalization of $1.30B, a trailing price-to-earnings ratio of 112.5 and a free-cash-flow yield of 3.3%. Over the most recent reported fiscal year, revenue declined 6.0% and free cash flow per share fell 53.0%. Nama's AI scorecard rates it Sell, 2.8 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Sell · 2.8/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Middle · +30.0% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-43.4%
How far the last close sits under the highest price of the past five years.
Market cap$1.30B
Trailing P/E112.5
Price / book0.8
Price / sales0.8
FCF yield3.3%
Dividend yield3.3%
Gross margin26.2%
Operating margin8.0%
Net margin1.9%
Revenue growth (YoY)-6.0%
Revenue growth (3-yr annual)+1.9%
EPS growth (YoY)—
FCF/share growth (YoY)-53.0%
Beta-0.1
ExchangeNYSE
SectorConsumer Defensive
IndustryFarm Products

AGRO earnings

Next report: Nov 11, 2026 (Q3 2026, EPS estimate $0.23). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 11, 2026 $0.13 $0.20 -35.0% $531.01M
Q1 2026 May 10, 2026 $0.28 $0.07 +300.0% $398.68M
Q4 2025 Mar 16, 2026 -$0.15 -$0.09 -66.7% $415.94M
Q2 2025 Aug 18, 2025 -$0.18 $0.26 -169.2% $382.08M

AGRO analyst price target

Median target $13.85 from 8 analysts, ranging $10.50 – $16.00.

Farm Products peers

TickerCompanyMarket capP/E
ADM Archer-Daniels-Midland $33.30B 13.5
TSN Tyson Foods $21.00B 15.0
BG Bunge Global $19.04B 11.8
CALM Cal-Maine Foods $3.02B 54.3
DOLE Dole $1.31B 12.7
DMC Del Monte $1.29B 10.7
Explore live AGRO data on Nama Insights →

AGRO FAQ

Is AGRO a buy?
Nama's AI scorecard currently rates Adecoagro Sell (2.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AGRO's P/E ratio?
Adecoagro trades at a trailing price-to-earnings ratio of 112.5.
When does AGRO report earnings?
Adecoagro's next scheduled report is on Nov 11, 2026. Analysts expect EPS of $0.23.
What is the AGRO price target?
The median analyst price target from 8 analysts is $13.85, with a range of $10.50 – $16.00.
Is AGRO Shariah compliant?
Nama's AAOIFI-style screen reads Adecoagro as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does AGRO pay a dividend?
Yes — Adecoagro's dividend yield is 3.3%.