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Side-by-side financial comparison of Adecoagro S.A. (AGRO) and Samsara Inc. (IOT). Click either name above to swap in a different company.

Samsara Inc. is the larger business by last-quarter revenue ($444.3M vs $304.2M, roughly 1.5× Adecoagro S.A.). Samsara Inc. runs the higher net margin — 5.0% vs 2.1%, a 2.8% gap on every dollar of revenue. On growth, Samsara Inc. posted the faster year-over-year revenue change (28.3% vs -35.5%).

Astra Agro Lestari Tbk. (AAL) is the second biggest palm oil company in Indonesia. It is a subsidiary of PT Astra International Tbk. At least in 2004, it controlled extensive land banks. It has two concessions on peatlands in Riau, with an estimated total area of 20,000 hectares.

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.

AGRO vs IOT — Head-to-Head

Bigger by revenue
IOT
IOT
1.5× larger
IOT
$444.3M
$304.2M
AGRO
Growing faster (revenue YoY)
IOT
IOT
+63.8% gap
IOT
28.3%
-35.5%
AGRO
Higher net margin
IOT
IOT
2.8% more per $
IOT
5.0%
2.1%
AGRO

Income Statement — Q3 FY2025 vs Q4 FY2027

Metric
AGRO
AGRO
IOT
IOT
Revenue
$304.2M
$444.3M
Net Profit
$6.4M
$22.0M
Gross Margin
35.1%
76.2%
Operating Margin
18.7%
25.9%
Net Margin
2.1%
5.0%
Revenue YoY
-35.5%
28.3%
Net Profit YoY
-65.7%
341.7%
EPS (diluted)
$0.07
$0.04

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AGRO
AGRO
IOT
IOT
Q4 26
$444.3M
Q4 25
$416.0M
Q3 25
$304.2M
$391.5M
Q2 25
$366.9M
Q1 25
$346.3M
Q4 24
$322.0M
Q3 24
$471.5M
$300.2M
Q2 24
$280.7M
Net Profit
AGRO
AGRO
IOT
IOT
Q4 26
$22.0M
Q4 25
$7.8M
Q3 25
$6.4M
$-16.8M
Q2 25
$-22.1M
Q1 25
$-11.2M
Q4 24
$-37.8M
Q3 24
$18.7M
$-49.6M
Q2 24
$-56.3M
Gross Margin
AGRO
AGRO
IOT
IOT
Q4 26
76.2%
Q4 25
76.7%
Q3 25
35.1%
76.9%
Q2 25
77.3%
Q1 25
76.8%
Q4 24
76.4%
Q3 24
25.1%
75.6%
Q2 24
75.6%
Operating Margin
AGRO
AGRO
IOT
IOT
Q4 26
25.9%
Q4 25
-0.4%
Q3 25
18.7%
-6.8%
Q2 25
-9.1%
Q1 25
-5.3%
Q4 24
-14.7%
Q3 24
6.3%
-19.4%
Q2 24
-23.5%
Net Margin
AGRO
AGRO
IOT
IOT
Q4 26
5.0%
Q4 25
1.9%
Q3 25
2.1%
-4.3%
Q2 25
-6.0%
Q1 25
-3.2%
Q4 24
-11.7%
Q3 24
4.0%
-16.5%
Q2 24
-20.1%
EPS (diluted)
AGRO
AGRO
IOT
IOT
Q4 26
$0.04
Q4 25
$0.01
Q3 25
$0.07
$-0.03
Q2 25
$-0.04
Q1 25
$-0.02
Q4 24
$-0.07
Q3 24
$0.19
$-0.09
Q2 24
$-0.10

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AGRO
AGRO
IOT
IOT
Cash + ST InvestmentsLiquidity on hand
$340.0M
$833.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.4B
$1.4B
Total Assets
$3.6B
$2.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AGRO
AGRO
IOT
IOT
Q4 26
$833.8M
Q4 25
$275.1M
Q3 25
$340.0M
$258.5M
Q2 25
$259.0M
Q1 25
$227.6M
Q4 24
$160.3M
Q3 24
$198.3M
$159.3M
Q2 24
$162.5M
Stockholders' Equity
AGRO
AGRO
IOT
IOT
Q4 26
$1.4B
Q4 25
$1.3B
Q3 25
$1.4B
$1.2B
Q2 25
$1.1B
Q1 25
$1.1B
Q4 24
$999.1M
Q3 24
$1.4B
$964.7M
Q2 24
$923.9M
Total Assets
AGRO
AGRO
IOT
IOT
Q4 26
$2.5B
Q4 25
$2.3B
Q3 25
$3.6B
$2.2B
Q2 25
$2.1B
Q1 25
$2.0B
Q4 24
$1.9B
Q3 24
$1.8B
Q2 24
$1.7B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AGRO
AGRO
IOT
IOT
Operating Cash FlowLast quarter
$138.7M
$69.7M
Free Cash FlowOCF − Capex
$61.7M
FCF MarginFCF / Revenue
13.9%
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
21.58×
3.16×
TTM Free Cash FlowTrailing 4 quarters
$207.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AGRO
AGRO
IOT
IOT
Q4 26
$69.7M
Q4 25
$63.7M
Q3 25
$138.7M
$50.2M
Q2 25
$52.6M
Q1 25
$53.9M
Q4 24
$36.0M
Q3 24
$164.9M
$18.1M
Q2 24
$23.7M
Free Cash Flow
AGRO
AGRO
IOT
IOT
Q4 26
$61.7M
Q4 25
$55.8M
Q3 25
$44.2M
Q2 25
$45.7M
Q1 25
$48.5M
Q4 24
$31.2M
Q3 24
$13.1M
Q2 24
$18.6M
FCF Margin
AGRO
AGRO
IOT
IOT
Q4 26
13.9%
Q4 25
13.4%
Q3 25
11.3%
Q2 25
12.5%
Q1 25
14.0%
Q4 24
9.7%
Q3 24
4.4%
Q2 24
6.6%
Capex Intensity
AGRO
AGRO
IOT
IOT
Q4 26
Q4 25
1.9%
Q3 25
1.5%
Q2 25
1.9%
Q1 25
1.5%
Q4 24
1.5%
Q3 24
1.7%
Q2 24
1.8%
Cash Conversion
AGRO
AGRO
IOT
IOT
Q4 26
3.16×
Q4 25
8.20×
Q3 25
21.58×
Q2 25
Q1 25
Q4 24
Q3 24
8.81×
Q2 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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