Adecoagro SA (AGRO) stock score and earnings-call analysis

Adecoagro SA (AGRO) has a MarketKingdoms composite score of 55.5 (C+), an C-range rating. It ranks 1560th of 1,866 covered companies, 86th of 131 in Consumer Defensive (sector average 59.3) and 3rd of 8 in Farm Products. Scores as of 2026-10-26.

Its strongest lenses are KPI momentum at 84 (Consumer Defensive average 67) and Stock selection at 83 (Consumer Defensive average 73). Its weakest lenses are Expansion (growth) at 25 (sector average 51) and Quality (profitability) at 29 (sector average 50).

Lens scores

AGRO lens scores (0–100) against its sector and industry
LensTypeAGROConsumer Defensive averageFarm Products averagePercentile in sector
Industry opportunityResearch signal57655715th
Stock selectionResearch signal83737186th
KPI momentumResearch signal84676386th
Catalyst watchResearch signal73696966th
Price (valuation)Fundamental lens50504846th
Expansion (growth)Fundamental lens25513914th
Quality (profitability)Fundamental lens29502921st
Trend (momentum)Fundamental lens52494052nd

Latest earnings call

The most recent call analysed was held on 2026-08-12 (fiscal 2026 Q2). After it the composite moved from 72.0 to 70.3. MarketKingdoms checks what management promised on each call against what it later delivered.

Recent score changes after earnings events

The composite at the time of each event; today's composite is 55.5.

Valuation and risk

The stock's valuation gap is +2.3%: its price is in line with the path its market, sector and industry moves explain. Factor sensitivity: market beta -0.78, sector beta -0.42, industry beta 0.89; the factor model explains 25% of its moves (R²).

Farm Products peers

CompanyCompositeGradeValuation gap
Archer Daniels Midland Co (ADM)62.6B--6.2%
Dole plc (DOLE)56.5C++6.7%
Bunge Global SA (BG)54.8C+-9.1%
Tyson Foods Inc (TSN)51.4C-2.2%
Fresh Del Monte Produce Inc (FDP)50.1C—
Vital Farms Inc (VITL)45.5C--43.5%
Cal-Maine Foods Inc (CALM)39.3D+-32.5%

Near AGRO in the overall ranking

Adecoagro SA financial statements · Consumer Defensive sector ranking · Farm Products industry ranking · All covered companies

How MarketKingdoms scores companies

The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.

General information, not investment advice.