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Stock Ratings / Consumer Staples / AGRO / financials
DMC (56) DOLE (48) BV (48) AVO (54) ⌘ Pro Terminal →

Adecoagro S.A. (AGRO) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$9.69 -0.21% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $9.67

Adecoagro S.A. (AGRO) carries a Roarable Rating of D (Sell) with 48/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (48/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →
ROARABLE D • SELL / AVOID Cap $1.40B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AGRO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AGRO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-02, Adecoagro S.A. (NYSE: AGRO) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $9.69 (-0.21% 1D, market cap $1.40B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 146 tracked Consumer Staples issuers, AGRO ranks #83 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AGRO compare to DMC and DOLE in the Consumer Staples sector?
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Within the Consumer Staples sector (Farming/Seeds/Milling), AGRO carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, DMC (Del Monte Corporation) holds a D+ grade (56/100 RQD, P/E 14.0x, ROIC 5.5%, cap $1.31B) and DOLE (Dole plc) posts a D grade (48/100 RQD, P/E 24.2x, ROIC 9.3%, cap $1.24B). Among the 5-stock peer group, DMC leads on earnings multiple (14.0x) while DOLE leads on capital efficiency (9.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AGRO?
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For Adecoagro S.A. (AGRO), key quantitative strengths include Established market leader in Consumer Staples with deep daily trading liquidity. and sector rank #83 in Consumer Staples, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $9.67 (-0.23%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (48/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.6% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510048
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D+
Cash (12)Whales (4)SEC (13)Macro (10)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-4.5% Base Target
$17 Bull$9 Base$7 Bear
📬 FREE AGRO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AGRO)Realized 20D OHLCV Swing Band: ±7.5%
Deterministic 5-Pillar Attribution (48/100 Composite)
🔍 WHY AGRO SCORES 48/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (27% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+12/20 pts (25% of score)

SEC XBRL Trailing 12 Months: 1% FCF Margin ($39.2M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
56
Grade C$10.30-6.4% Next Q
Q2 (-2Q)
53
Grade C-$9.64+3.8% Next Q
Q3 (-1Q)
51
Grade C-$10.01-3.2% Next Q
Current
48
Grade D$9.69-5.6% Hist 90D α
Trajectory: C (56) → D (48)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a AGRO Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While AGRO currently carries a cautious 48/100 (D) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Staples with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($10.72) and Max Pain ($10.17) forces dealer call-delta covering toward $16.68.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AGRO• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AGRO Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 48%NO 52%Trade / Inspect Odds →
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • Trailing 12 Months

How AGRO Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$39.2M (1% FCF Margin)
Revenue$4.00BGross Profit $2.08B (52%)Cost of Sales $1.92BOp Profit $1.08B (27%)OpEx (R&D/SG&A) $998.4MNet Profit$865.3M (21.6%)Tax/Other $216.3M
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AGRO)

  • ✓Walkthrough of AGRO's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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AGRO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -36.17%🛡️ HOLDING TREND SUPPORT
2026-11-02O $9.82H $9.82L $9.69C $9.69VOL 374.7K
RES: $14.20SUP: $9.41SMA50: $10.72SMA200: $11.03
$15.70$13.85$12.00$10.15$8.31RES $14.20SUP $9.41$9.692026-05-042026-06-172026-08-042026-09-172026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AGRO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AGRO Butterfly Map → + Track AGRO →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AGRO today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AGRO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AGRO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AGRO)

Consumer Staples Rank #83 of 146 ⚔️ DMC vs AGRO Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (AGRO vs. DMC, DOLE, BV, AVO)

Industry: Farming/Seeds/Milling (25 Tracked Issuers)

Across 146 tracked Consumer Staples securities in the Roarable RQD universe, Adecoagro S.A. (AGRO) ranks #83 by composite RQD confidence (48/100, grade D) and #63 by equity capitalization ($1.40B). Within this direct 5-issuer industry benchmark cohort, DMC leads on earnings valuation at 14.0x trailing P/E, while DOLE leads on capital efficiency and profitability with 9.3% ROIC and 7.8% gross margin. DMC currently holds the highest overall quantitative score in the immediate peer group at 56/100 (D+) compared with AGRO at 48/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AGRO ACTIVE
Adecoagro S.A.
D 48/100 — — — -0.21% $1.40B Benchmark Subject
DMC
Del Monte Corporation
D+ 56/100 14.0x 9.2% 5.5% -1.51% $1.31B /dmc-vs-agro →
DOLE
Dole plc
D 48/100 24.2x 7.8% 9.3% -0.61% $1.24B /dole-vs-agro →
BV
BrightView Holdings Inc.
D 48/100 19.2x 23.3% 5.3% +1.55% $1.07B /bv-vs-agro →
AVO
Mission Produce Inc.
D+ 54/100 27.0x 11.6% 8.1% -0.86% $1.02B /avo-vs-agro →

2. AGRO Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Adecoagro S.A. (AGRO) operates in Farming/Seeds/Milling (Consumer Staples) with an equity capitalization of $1.40B, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. AGRO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AGRO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Adecoagro S.A. (NYSE: AGRO) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 48/100 at a spot price of $9.69 (-0.21% 1D, market cap $1.40B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 4/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 146 tracked Consumer Staples issuers, AGRO ranks #83 in composite RQD confidence.

How does AGRO compare to DMC and DOLE in the Consumer Staples sector?

Within the Consumer Staples sector (Farming/Seeds/Milling), AGRO carries a Roarable D (48/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, DMC (Del Monte Corporation) holds a D+ grade (56/100 RQD, P/E 14.0x, ROIC 5.5%, cap $1.31B) and DOLE (Dole plc) posts a D grade (48/100 RQD, P/E 24.2x, ROIC 9.3%, cap $1.24B). Among the 5-stock peer group, DMC leads on earnings multiple (14.0x) while DOLE leads on capital efficiency (9.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AGRO?

For Adecoagro S.A. (AGRO), key quantitative strengths include Established market leader in Consumer Staples with deep daily trading liquidity. and sector rank #83 in Consumer Staples, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is AGRO trading relative to its 50-day, 200-day, and 52-week technical levels?

AGRO last traded at $9.69 (-0.21% on volume of 481,132 shares), positioning the stock -9.61% below its 50-day simple moving average ($10.72) and -12.15% below its 200-day simple moving average ($11.03). Across its 52-week range of $6.89 to $15.89, AGRO sits at the 31.1% percentile with a 14-day RSI of 40.6 (NEUTRAL RANGE) and an implied next-earnings move of ±7.5% ($8.96 to $10.42).

AGRO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Adecoagro S.A. (AGRO)?

In Trailing 12 Months, AGRO converted $4.0B of revenue into a 52% gross margin, 27% operating margin, and $39.2M in free cash flow (1% FCF margin).

Direct Sub-Reports: AGRO RQD Cockpit AGRO 12M Forecast AGRO Earnings & Move AGRO Dividends & DRIP AGRO Insiders & 13F AGRO Whale Options AGRO Profit Sankey AGRO News & Why
ROARABLE RATING BRIEF • RQD 48/100 (D) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AGRO — Adecoagro S.A.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T14:13:42Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AGRO carries an RQD Score of 48, letter grade D, labeled "Roarable Sell — Underperform / Distribution Warning." The five pillars are:

  • Fundamental Cash Engine: 12 / 20. Per the Roarable RQD rating, ROIC is 0% and FCF yield is 0%. For a prospective investor, the cash-generation case is weak on the rating's own inputs: the company is not earning a return on invested capital in the source data, and it is not producing free cash flow relative to its price.
  • Whale / 13F Flow: 4 / 20. The rating's label reads "Institutional accumulation & options positioning," and this is the lowest pillar. The source data contains no holder records (see Analyst View), so the rating's low score is not explained by any detail in the supplied holder data. Investors should treat this pillar as a negative signal without underlying detail available here.
  • Insider Conviction: 9 / 20. Per the rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The supplied holder data does not contain the underlying trades, so the score cannot be traced to specific transactions.
  • Macro Regime Fit: 10 / 20. Per the rating, beta is 1.0 and the score reflects sector sensitivity. A beta of 1.0 means the stock is expected to move in line with the broad market; the rating treats this as only a moderately favorable regime fit.
  • Forensic Balance Sheet: 13 / 20. Per the rating, Altman Z is 2.5, Piotroski F is 6/9, and Debt/Equity is 0.5. This is the strongest pillar, indicating a balance sheet that is not the primary source of concern in this rating.

Taken together, the rating's implications for a prospective investor are: the balance sheet is comparatively sound, but returns and cash generation are at zero on the supplied metrics, and both institutional and insider signals score poorly. Upside drivers would need to come from improved returns or cash generation, which the source data does not evidence. The valuation tradeoff is that the stock trades at $9.71 with no supplied earnings multiple to anchor it. This is educational analysis, not personalized financial advice.

Recent Catalysts & News Wire Analysis

Per the recent news and catalysts section, six items are supplied, all related to AGRO:

  • Multiple items (Yahoo Finance, TradingView, Stock Titan) report cash dividend declarations, including a reference to a second cash dividend set for November 19 and a Simply Wall St note on an approaching ex-dividend date. These are classified as market-wire items.
  • A MarketBeat report describes the stock jumping 8.5%, classified as a catalyst with a green light.
  • A TradingView estimates page is listed without further detail.

Risk watch items: the dividend-related headlines are not reflected in the market data, which shows a dividend yield of 0%. Per the market data, the stock moved -1.12% on the day. The 52-week range of $6.89 - $15.89 indicates the price sits in the lower portion of its range. Proprietary signals: none are supplied in the Butterfly graph.

Open Questions

  • What are the company's reported revenue, operating income, and net income across recent periods, given that the financials section is empty?
  • What is the consensus analyst rating and price target, given the analyst data section is empty?
  • Which institutions hold AGRO and what changed in 13F filings, given the holders section is empty?
  • What is the dividend amount and payout schedule behind the cash dividend headlines, given the market data shows a 0% yield?
  • Why are ROIC and FCF yield reported as 0%, and do these reflect true zero values or missing data?

AGRO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Adecoagro S.A. (AGRO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AGRO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AGRO Bull vs. Bear Conversation Board — What's Your Call at $9.69?

🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AGRO 🐻 50% BEARISH CONVICTION
1. Pick Your Side on AGRO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST 🎯 Target: $10.49 (+8.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AGRO (D • RQD 48/100) a Buy at $9.71?

Welcome to the AGRO (Adecoagro S.A.) Roar Pit. Current RQD Composite is 48/100 (Roarable Sell — Underperform / Distribution Warning) in Farming/Seeds/Milling. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $7.48 (-23.0%)
Spot @ $9.71

Pump the brakes on AGRO — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AGRO, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Adecoagro S.A. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $11.26 (+16.0%)
Spot @ $9.71

AGRO cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AGRO, the market is fixating on short-term headline noise in Farming/Seeds/Milling and ignoring the balance sheet and cash flow trajectory. At $9.71 (52-wk range $6.89 - $15.89), any beat on forward guidance forces shorts and underweight funds to chase.

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