Adecoagro SA vs Oatly Group AB - ADR — how do they compare? Adecoagro SA trades at $9.3 (market cap $1.36B), while Oatly Group AB - ADR trades at $13.2 (market cap $415.98M). The key difference: Adecoagro SA is far larger — about 3.3× Oatly Group AB - ADR's market cap, and Adecoagro SA pays a 3.15% dividend while Oatly Group AB - ADR pays none. Which is the better fit depends on your goals.
| AGRO | OTLY | |
|---|---|---|
Market Cap | $1.36B | $415.98M |
Sector | Technology | Consumer Staples |
52-Week High | $15.25 | $18.54 |
52-Week Low | $7.13 | $8.03 |
Enterprise Value | $3.39B | $920.39M |
Dividend Yield | 3.15% | — |
Signals from Pluang's Aura AI — not financial advice
AGRO is trading at $9.01, down 6.73% today, with a bearish technical outlook despite attractive valuation ratios (P/S: 0.71, P/B: 0.77). The company reported mixed quarterly results with one beat and three misses in recent quarters, while showing improved adjusted EBITDA of $172.5 million in Q2 2026. Recent expansion via the Caarapó mill acquisition and Profertil integration provides growth catalysts amid commodity volatility.
The stock presents a value opportunity with below-market multiples but faces execution risks from negative earnings momentum and high leverage. Analyst consensus is mixed with 37.5% buy ratings and a $12.12 price target, suggesting 35% upside potential if operational improvements materialize.
OTLY trades at $13.18, up 0.46% on the day, with a bullish technical signal driven by moving averages and oversold RSI conditions. Revenue growth is accelerating, with Q2 2026 sales reaching $240.1 million and full-year guidance raised, though the company remains unprofitable with a net margin of -13.81%. Cash flow trends show reduced operational losses, but negative free cash flow persists.
The outlook hinges on OTLY's path to profitability; improved gross margins and cost controls offer potential upside, but high debt and sustained cash burn pose significant risks. Analyst sentiment is mixed with a 44.44% buy rating, reflecting optimism for growth against financial instability.
Trailing returns across standard periods
Adecoagro is a South American agricultural company. It operates a diversified business including farming crops, rice, and dairy, as well as producing sugar, ethanol, and renewable energy from its industrial facilities.
Read more on AGRO →Oatly Group AB is engaged in the food and drinks industry. Some of its products include Oat Drink, Chilled Oat Drink, Oatgurt, Creamy Oat, Icecreams, among others. It caters to Sweden, Germany, United Kingdom, Netherlands, North America, Finland, and other markets.
Read more on OTLY →