Adecoagro S A's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Adecoagro S A (AGRO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Adecoagro S A vs Its Competitors
- TTM: Trailing 12-month revenue of 1,428M vs -M combined for its competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Scale: Adecoagro S A ranks #12 of 44 companies by market capitalization in the Agricultural Production industry, holding 0.9% of industry market cap.
- Peer revenue share: Adecoagro S A accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.45M compares with $0.31M for the peer group (1.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AGRO Sales vs. its Competitors, Q4 2025
Adecoagro S A generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
API endpoints for this dataset
For context: the Agricultural Production industry grew revenue 7.5% year over year, combined, vs -6.0% for Adecoagro S A. Adecoagro S A's share of combined industry revenue moved from 1.41% to 1.24%, a loss of 0.18 percentage points.
Adecoagro S A's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Adecoagro S a | No | No | No | Yes |
| Competitors combined (1) | ||||
| High-Confidence Competitors (2) | ||||
| Similar-Size Competitors (9) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 50.00 % (4 of 8) | 0.00 % (0 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AGRO Stock Performance relative to its Competitors
AGRO Stock Performance relative to High-Confidence Competitors
AGRO Stock Performance relative to Similar-Size Competitors
AGRO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Cresud Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Adecoagro S A's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Adecoagro S a
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Adecoagro S a |
- | 1,427.73 |
 Cresud Inc |
553.75 | 889.12 |
| SUBTOTAL | 553.75 | 2,316.85 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Adecoagro S a versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Adecoagro S A's Competitors Named by the Company
Competitive relationships identified from Adecoagro S A reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| El Tejar S.A. | Company report | 85% |
| Santa Terezinha | Company report | 85% |
| Biosev | Company report | 85% |
| Cresud SACIF y A | Company report | 85% |
| Los Grobo Agropecuaria | Company report | 85% |
| Raizen | Company report | 85% |
| São Martinho | Company report | 85% |
| Jalles Machado | Company report | 85% |
| Propriedades Agrícolas | Company report | 85% |
| Dos Hermanos S.H. | Company report | 85% |
| Molinos Río de la Plata S.A. | Company report | 85% |
| Tereos | Company report | 85% |
| Atvos | Company report | 85% |
| Coruripe | Company report | 85% |
| Lincoln Junqueira | Company report | 85% |
| Radar Propriedades Agrícolas | Company report | 85% |
| Sollus Agrícola | Company report | 85% |
| Bunge | Company report | 85% |
| MSU S.A. | Company report | 85% |
| Cooperativa Arroceros Villa Elisa Ltda. | Company report | 85% |
| SLC Agrícola S.A. | Company report | 85% |
| BrasilAgro - Companhia Brasileira de Propriedades Agrícolas | Company report | 85% |
| Sagemüller S.A. | Company report | 85% |
Company report basis, confidence, active dates and source counts for Adecoagro S A's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Adecoagro S A's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Adecoagro S a | - | 446,167 | -2,112 |
| Cresud Inc | 554 | 310,013 | 76,088 |
| PEERS TOTAL | 554 | 310,013 | 76,088 |
Adecoagro S A's Position in Industry Market Structure
Market-capitalization share and concentration across all 38 companies in Adecoagro S A's industry classification, broader than the peer set above. Market cap in millions of $.Adecoagro S A ranks #12 of 38 companies by market capitalization in its industry, holding 0.89 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,534, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Nutrien Ltd | 35,170 | 23.94 % |
| 2 | Archer daniels midland Co | 33,872 | 23.06 % |
| 3 | Bunge Global Sa | 19,765 | 13.45 % |
| 4 | Cf Industries Holdings inc | 18,357 | 12.50 % |
| 5 | Darling Ingredients Inc | 1,234 | 5.2% |
| 6 | Mosaic Co | 1,234 | 5.2% |
| 7 | Icl Group Ltd | 1,234 | 5.2% |
| 8 | Scotts Miracle gro Co | 1,234 | 5.2% |
| 9 | Seaboard Corporation | 1,234 | 5.2% |
| 10 | Andersons Inc | 1,234 | 5.2% |
| 12 | Adecoagro S a | 1,300 | 0.89 % |
Market cap and industry share for the rest of Adecoagro S A's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-09.
Adecoagro S A's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 7 | Icl Group Ltd | 6,044 | -28.60 % |
| 8 | Scotts Miracle gro Co | 3,927 | 15.67 % |
| 9 | Seaboard Corporation | 3,624 | -4.35 % |
| 10 | Andersons Inc | 1,891 | 13.52 % |
| 11 | Dole Plc | 1,234 | 12.3% |
| 12 | Adecoagro S a | 1,300 | 11.54 % |
| 14 | Brightview Holdings Inc | 1,234 | 12.3% |
| 15 | Mission Produce Inc | 1,234 | 12.3% |
| 16 | Universal Corporation | 1,234 | 12.3% |
| 17 | Village Farms International Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Adecoagro S A's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-09. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Adecoagro S A's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Agricultural Production industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (68 companies). See the full Agricultural Production industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 24.60 % | 15.30 % (avg) | +9.3 pp |
| Operating Margin | 6.61 % | industry median | +2.2 pp |
| EBITDA Margin | 13.42 % | 1.88 % (avg) | +11.5 pp |
| Capital Intensity (Capex / Revenue) | 18.50 % | 4.91 % (avg) | +13.6 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Adecoagro S A's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | -3.62 % | 16.94 % | -6.00 % |
| Operating Margin | 18.60 % | 12.00 % | 6.61 % |
| Return on Invested Capital | 6.06 % | 4.58 % | 1.58 % |
| P/E | 5.2x | 12.2x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Adecoagro S A's Strategic Group Map
Adecoagro S A is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Adecoagro S A's trailing-12-month revenue growth of -6.0% and operating margin of 6.6% compares with an average of -2.9% growth and 4.5% margin across its 8 closest peers by combined growth, margin and ROIC -- Adecoagro S A sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Adecoagro S A's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Adecoagro S A falls in the Dog quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 4.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Adecoagro S A's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,534 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 18.50 % vs industry average 4.91 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Adecoagro S A's dedicated Suppliers and Customers pages, not here.
Adecoagro S A's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Adecoagro S A falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Adecoagro S A's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 6.2 points below the industry aggregate.
- Low relative market share vs the industry leader (0.04x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Adecoagro S A's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Adecoagro S a | 0.28 | 1.03 | 0.77 |
| Cresud Inc | 0.25 | 1.24 | 0.36 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Adecoagro S A's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Adecoagro S a | Q4 2025 | -6.0 % | - |
| Cresud Inc | Q2 2025 | -54.4 % | -27.9 % |
| PEERS TOTAL | -33.2 % | -46.4 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Adecoagro S A's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Adecoagro S a | Q4 2025 | +27,186.6 % | +1.5 % |
| Cresud Inc | Q2 2025 | -52.2 % | -80.0 % |
Adecoagro S A's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Adecoagro S a | - | - | - |
| Cresud Inc | 5.09% | 0.01% | 11.70% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Adecoagro S A's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Adecoagro S a | 4.33 | - |
| Cresud Inc | 0.09 | 0.62 |
| PEERS AVERAGE | 2.62 | 0.24 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.