AGRO vs LND

For growth investors, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is the stronger pick with 3.

8% revenue growth year-over-year, versus -9. 5% for Adecoagro S. A. (AGRO). BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) offers the better valuation at 13. 7x trailing P/E, making it the more compelling value choice. Analysts rate Adecoagro S. A. (AGRO) a "Hold" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Adecoagro S.

A. (AGRO) delivered a total return of +50. 1%, compared to -4. 9% for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND). Over 10 years, the gap is even starker: LND returned +112. 5% versus AGRO's +39. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Adecoagro S.

A. (AGRO) is the lower-risk stock at -0. 08β versus BrasilAgro - Companhia Brasileira de Propriedades Agrícolas's 0. 50β — meaning LND is approximately -718% more volatile than AGRO relative to the S&P 500. On balance sheet safety, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) carries a lower debt/equity ratio of 60% versus 109% for Adecoagro S. A. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is pulling ahead at 3.

8% versus -9. 5% for Adecoagro S. A. (AGRO). On earnings-per-share growth, the picture is similar: BrasilAgro - Companhia Brasileira de Propriedades Agrícolas grew EPS -39. 2% year-over-year, compared to -109. 1% for Adecoagro S. A.. Over a 3-year CAGR, AGRO leads at 0. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is the more profitable company, earning 13.

1% net margin versus -0. 6% for Adecoagro S. A. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LND leads at 8. 4% versus -5. 7% for AGRO. At the gross margin level — before operating expenses — LND leads at 20. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

All stocks in this comparison pay dividends.

BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) offers the highest yield at 8. 2%, versus 0. 5% for Adecoagro S. A. (AGRO).

For long-horizon retirement investors, Adecoagro S.

A. (AGRO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 08), 0. 5% yield). Both have compounded well over 10 years (AGRO: +39. 9%, LND: +112. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: AGRO is a small-cap quality compounder stock; LND is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.