LND
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
Agricultural Farm Products
Market Cap$383M
5Y Perf.+0.8%
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Stock Comparison
LND vs AGRO
Revenue, margins, valuation, and 5-year total return — side by side.
AGRO
Adecoagro S.A.
Agricultural Farm Products
Market Cap$7.12B
5Y Perf.+220.6%
LND vs AGRO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LND | AGRO |
|---|---|---|
| Industry | Agricultural Farm Products | Agricultural Farm Products |
| Market Cap | $383M | $7.12B |
| Revenue (TTM) | $821M | $1.43B |
| Net Income (TTM) | $-82M | $-8M |
| Gross Margin | 36.4% | 23.4% |
| Operating Margin | 9.3% | 4.4% |
| Forward P/E | 13.7x | 7.1x |
| Total Debt | $1.31B | $1.95B |
| Cash & Equiv. | $160M | $383M |
LND vs AGRO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LND
AGRO
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| BrasilAgro - Compan… (LND) | 100 | 100.8 | +0.8% |
| Adecoagro S.A. (AGRO) | 100 | 320.6 | +220.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LND vs AGRO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AGRO leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. BrasilAgro - Companhia Brasileira de Propriedades Agrícolas is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
LND
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
The Income Pick
LND is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 0.50, yield 8.2%
- Rev growth 3.8%, EPS growth -39.2%, 3Y rev CAGR -8.2%
- 109.0% 10Y total return vs AGRO's 44.0%
Best for: income & stability and growth exposure
AGRO
Adecoagro S.A.
The Value Play
AGRO carries the broadest edge in this set and is the clearest fit for value and quality.
- Lower P/E (7.1x vs 13.7x)
- -0.5% margin vs LND's -10.0%
- +62.8% vs LND's +10.0%
Best for: value and quality
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | LND | 3.8% revenue growth vs AGRO's -9.5% |
| Value | AGRO | Lower P/E (7.1x vs 13.7x) |
| Quality / Margins | AGRO | -0.5% margin vs LND's -10.0% |
| Stability / Safety | LND | Lower D/E ratio (60.2% vs 108.8%) |
| Dividends | LND | 8.2% yield, vs AGRO's 0.5% |
| Momentum (1Y) | AGRO | +62.8% vs LND's +10.0% |
| Efficiency (ROA) | AGRO | -0.2% ROA vs LND's -2.1%, ROIC -2.1% vs 2.1% |
LND vs AGRO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2024
LND vs AGRO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLNDLAGGINGAGRO
AGROAdecoagro S.A.
2leads
LNDBrasilAgro - Companhi…
3leads
6 Total Categories
CATEGORYLEADERvs AGROMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
LND4/6
Valuation MetricsMultiples, price ratios, and targets
LND4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LND5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
AGRO5/6
Risk & VolatilityBeta, volatility, and downside exposure
AGRO2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
LND leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AGRO is the larger business by revenue, generating $1.4B annually — 1.7x LND's $821M. AGRO is the more profitable business, keeping -0.5% of every revenue dollar as net income compared to LND's -10.0%. On growth, AGRO holds the edge at +11.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| RevenueTrailing 12 months | $821M | $1.4B |
| EBITDAEarnings before interest/tax | $150M | $335M |
| Net IncomeAfter-tax profit | -$82M | -$8M |
| Free Cash FlowCash after capex | $74M | $37M |
| Gross MarginGross profit ÷ Revenue | +36.4% | +23.4% |
| Operating MarginEBIT ÷ Revenue | +9.3% | +4.4% |
| Net MarginNet income ÷ Revenue | -10.0% | -0.5% |
| FCF MarginFCF ÷ Revenue | +9.0% | +2.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | -57.1% | +11.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -97.3% | -162.5% |
LND leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
LND leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, LND's 28.5x EV/EBITDA is more attractive than AGRO's 74.4x.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| Market CapShares × price | $383M | $7.1B |
| Enterprise ValueMkt cap + debt − cash | $616M | $8.7B |
| Trailing P/EPrice ÷ TTM EPS | 13.74x | -842.68x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 7.08x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 28.48x | 74.45x |
| Price / SalesMarket cap ÷ Revenue | 1.79x | 5.18x |
| Price / BookPrice ÷ Book value/share | 0.87x | 3.95x |
| Price / FCFMarket cap ÷ FCF | 31.84x | 345.78x |
LND leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
LND leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
AGRO delivers a -0.5% return on equity — every $100 of shareholder capital generates $-1 in annual profit, vs $-4 for LND. LND carries lower financial leverage with a 0.60x debt-to-equity ratio, signaling a more conservative balance sheet compared to AGRO's 1.09x.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| ROE (TTM)Return on equity | -3.9% | -0.5% |
| ROA (TTM)Return on assets | -2.1% | -0.2% |
| ROICReturn on invested capital | +2.1% | -2.1% |
| ROCEReturn on capital employed | +2.8% | -2.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 3 |
| Debt / EquityFinancial leverage | 0.60x | 1.09x |
| Net DebtTotal debt minus cash | $1.2B | $1.6B |
| Cash & Equiv.Liquid assets | $160M | $383M |
| Total DebtShort + long-term debt | $1.3B | $1.9B |
| Interest CoverageEBIT ÷ Interest expense | 0.10x | 0.68x |
LND leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
AGRO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AGRO five years ago would be worth $16,252 today (with dividends reinvested), compared to $9,613 for LND. Over the past 12 months, AGRO leads with a +62.8% total return vs LND's +10.0%. The 3-year compound annual growth rate (CAGR) favors AGRO at 20.3% vs LND's 1.1% — a key indicator of consistent wealth creation.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| YTD ReturnYear-to-date | +7.3% | +79.6% |
| 1-Year ReturnPast 12 months | +10.0% | +62.8% |
| 3-Year ReturnCumulative with dividends | +3.4% | +74.2% |
| 5-Year ReturnCumulative with dividends | -3.9% | +62.5% |
| 10-Year ReturnCumulative with dividends | +109.0% | +44.0% |
| CAGR (3Y)Annualised 3-year return | +1.1% | +20.3% |
AGRO leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
AGRO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AGRO is the less volatile stock with a -0.08 beta — it tends to amplify market swings less than LND's 0.50 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.50x | -0.08x |
| 52-Week HighHighest price in past year | $4.43 | $15.89 |
| 52-Week LowLowest price in past year | $3.47 | $6.89 |
| % of 52W HighCurrent price vs 52-week peak | +86.6% | +87.0% |
| RSI (14)Momentum oscillator 0–100 | 46.5 | 55.0 |
| Avg Volume (50D)Average daily shares traded | 108K | 1.8M |
AGRO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — LND and AGRO each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, LND offers the higher dividend yield at 8.21% vs AGRO's 0.49%.
| Metric | LNDBrasilAgro - Comp… | AGROAdecoagro S.A. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Hold |
| Price TargetConsensus 12-month target | — | $8.50 |
| # AnalystsCovering analysts | — | 8 |
| Dividend YieldAnnual dividend ÷ price | +8.2% | +0.5% |
| Dividend StreakConsecutive years of raises | 0 | 4 |
| Dividend / ShareAnnual DPS | $1.56 | $0.07 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.1% |
Evenly matched — LND and AGRO each lead in 1 of 2 comparable metrics.
Key Takeaway
LND leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). AGRO leads in 2 (Total Returns, Risk & Volatility). 1 tied.
Best OverallBrasilAgro - Companhia Bras… (LND)Leads 3 of 6 categories
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LND vs AGRO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is LND or AGRO a better buy right now?
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.
02Which is the better long-term investment — LND or AGRO?
Over the past 5 years, Adecoagro S.
A. (AGRO) delivered a total return of +62. 5%, compared to -3. 9% for BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND). Over 10 years, the gap is even starker: LND returned +109. 0% versus AGRO's +44. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — LND or AGRO?
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.
04Which is growing faster — LND or AGRO?
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.
05Which has better profit margins — LND or AGRO?
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.
06Which pays a better dividend — LND or AGRO?
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).
07Is LND or AGRO better for a retirement portfolio?
For long-horizon retirement investors, BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
50), 8. 2% yield, +109. 0% 10Y return). Both have compounded well over 10 years (LND: +109. 0%, AGRO: +44. 0%), 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.
08What are the main differences between LND and AGRO?
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: LND is a small-cap deep-value stock; AGRO is a small-cap quality compounder stock. LND pays a dividend while AGRO does not, making them suitable for different income and tax situations. 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.
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Revenue Growth>
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