Adecoagro SA (AGRO) is overvalued and Tyson Foods Inc (TSN) is overvalued.
Both trade above our estimate of their intrinsic value. TSN is the closer of the two: -26%, against -50% for AGRO.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 6.8% values the shares at $7.30; the price of $10.93 is 50% above that value.
Leak Score 0/100 on 3 of 12 signals
Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $41.09; the price of $51.82 is 26% above that value, and 83% of that value comes from beyond year five.
Leak Score 36/100 on 8 of 12 signals
| Metric | AGRO | TSN |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $10.93 | $51.82 |
| Intrinsic value | $7.30 | $41.09 |
| Margin of safety | -50% | -26% |
| Leak Score | 0/100 (3/12) | 36/100 (8/12) |
| Market cap | $1.6B | $17.9B |
| Revenue growth, 5 years | 12.1% | 4.7% |
| Operating margin | 1.9% | 2.5% |
| Net margin | 3.1% | 1.0% |
| Return on equity | 3.2% | 3.1% |
| Debt to equity | 1.34 | 0.44 |
| P/E | 34.2x | 31.3x |
| Forward P/E | 9.2x | 12.4x |
| P/B | 0.9x | 1.0x |
| Dividend yield | 2.0% | 4.1% |