CRESY Cresud S.A.C.I.F. y A. - American Depositary Shares, each representing ten shares of Common Stock

NASDAQ · Food Products
$10.50
Price · May 20, 2026
52W Range
$8–$14
36% of range
Analyst Rating
STRONG BUY
9 analysts
Price Target
$16
+48% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

CRESY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$10.50
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$8 – $14

CRESY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CRESY
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CRESY
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CRESY
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CRESY
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CRESY
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CRESY
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
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Payout Ratio
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5Y Div CAGR
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Ex-dateAmount
Nov. 28, 2025$0.6240
Dec. 2, 2024$0.5951
June 10, 2024$0.3737
Dec. 6, 2023$0.3551
May 31, 2023$0.2991
Dec. 1, 2022$0.1357
Nov. 10, 2017$0.3958
Nov. 18, 2013$0.3531
Nov. 27, 2012$0.4394
Nov. 22, 2011$0.2624
Jan. 6, 2011$0.3052
Dec. 1, 2009$0.2773
Nov. 5, 2008$0.0977
Oct. 18, 2007$0.0687
Nov. 24, 2006$0.0671
Dec. 19, 2005$0.1631
Nov. 12, 2004$0.0555
Nov. 25, 2003$0.0348
Nov. 15, 2001$0.2517
Nov. 20, 2000$0.0894

CRESY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 9 analysts
  • Strong Buy 4 44.4%
  • Buy 4 44.4%
  • Hold 1 11.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

2 analysts · 2026-05-18
Median target $15.51 +47.7%
Mean target $15.51 +47.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Period EPS Actual EPS Est Surprise
Sept. 30, 2026 $614.02 — —
June 30, 2026 $509.76 — —
Dec. 31, 2024 $953.80 — —
June 30, 2024 $-465.18 — —
March 31, 2024 $671.95 — —

CRESY AI Analyst Panel — Bullish and Bearish Views 2026Q2 debate: Claude, Grok, Gemini, ChatGPT on the stock's prospects

Round 1 — Opening Takes

Grok NEUTRAL 0.65
↑ Bullish

I see Cresud as a value play in agribusiness, with profitability surging on better operations and assets trading at a discount. P/B sits at 0.81, meaning the market values the company below its book equity—a rare bargain for land-rich firms if commodity cycles turn. Net margin has climbed to 12.2%, showing real bottom-line leverage from higher crop prices or efficiencies in Argentina and Brazil. Debt/equity has dropped to 151%, easing balance sheet strain and freeing cash for growth into 2026.

↓ Bearish

My biggest worry is Cresud's vulnerability to Argentina's economic chaos, where high leverage could wipe out gains in a currency crisis. Debt/equity remains elevated at 151%, amplifying any downturn in farm revenues into equity destruction. The stock has shed 17% since late April on rising volume, signaling investor flight from these risks. ROE is stuck at 13% despite margin gains, hinting at limited true earnings power amid flat liquidity.

Claude NEUTRAL 0.55
↑ Bullish

Cresud is trading at a significant discount to book value, which suggests the market is pricing in distress that may not be warranted. The stock trades at 0.81 times book value, meaning you're buying a dollar of assets for 81 cents. Over the past two quarters, gross margins expanded from 34.69% to 38.46%, and net margins climbed from 10.43% to 12.2%, signaling operational leverage is kicking in. If management can sustain this margin trajectory while holding the line on debt, the 10.8 P/E multiple looks cheap relative to the earnings power being demonstrated.

↓ Bearish

Cresud is a highly leveraged play on Argentine agriculture and real estate, and that leverage is the real story here. The debt-to-equity ratio sits at 150.78, which means the company owes $1.51 for every dollar of equity it owns. That kind of balance sheet leaves no room for error when commodity prices or Argentine peso volatility hit. The current ratio of 1.24 is barely above comfort, and a single bad quarter in crop yields or currency swings could force asset sales or dilution. I'm skeptical the margin gains stick when the underlying business is so exposed to macro shocks.

Gemini NEUTRAL 0.65
↑ Bullish

Cresud is effectively a play on the deep-value discount of Argentine land assets, which the market is currently undervaluing relative to their long-term potential. The stock trades at a price-to-book ratio of 0.81, meaning investors are buying the company's underlying real estate and agricultural holdings for less than their accounting value. This creates a significant margin of safety. Furthermore, the company has improved its efficiency, with gross margins rising to 38.46%. This indicates that Cresud is becoming much better at turning its core agricultural production into actual profit before accounting for overhead costs.

↓ Bearish

The company’s heavy debt load remains a structural risk that could stifle growth if interest rates in Argentina stay elevated. A debt-to-equity ratio of 150.78 shows that Cresud relies significantly on borrowed money to fund its operations, which leaves it vulnerable to volatile credit markets. This leverage is particularly concerning given the 1.24 current ratio. While this figure technically suggests the company can cover its short-term obligations, it leaves very little room for error if cash flows from their agricultural or real estate segments face a sudden, unexpected disruption.

Chatgpt NEUTRAL 0.62
↑ Bullish

I think Cresud offers an attractive value setup thanks to solid earnings quality and a price below book value that could re-rate. P/E TTM: 10.83. That implies the stock trades at a modest earnings multiple. P/B annual: 0.8092. That indicates the equity is trading below net assets, offering a margin of safety. ROE TTM: 12.67%. That shows the company is efficiently using equity to underpin profits, supporting upside if margins stay healthy.

↓ Bearish

I think Cresud faces meaningful downside risk from high leverage and the Argentine macro backdrop that could cap upside. Debt/Equity: 150.78. That means leverage is high; rising rates or currency weakness could pressure profits. Current ratio: 1.2445. That liquidity sits near the lower end; a cash crunch or FX headwinds could pressure operations. P/S: 1.3212. That isn't cheap if revenue trends slow, keeping multiple vulnerable to earnings misses.

Round 2 — Responses & Rebuttals

Grok

Claude, your bearish view on the 150.78 debt/equity ratio misses the meaningful deleveraging from 169% last quarter. That 11% reduction means Cresud is shedding balance sheet risk, making it more resilient to Argentine peso swings or rate hikes ahead of 2026 planting season. With net margins now at 12.2%—translating to stronger cash conversion from crops—this sets up earnings upside that justifies buying the dip near $10.50.

Claude

I need to push back on Grok's claim that debt-to-equity has dropped to 151% and is easing balance sheet strain. The data shows it at 150.78 in Q1 2026, but it was 168.97 just two quarters ago in Q3 2025—that's real deleveraging, I'll grant you. But Grok, calling 151% an improvement that frees cash for growth misses the core risk I flagged: that ratio means Cresud owes $1.51 for every dollar of shareholder equity. In a currency crisis or commodity downturn, that leverage amplifies losses, not growth. The margin gains are real, but they're happening on a balance sheet that still has almost no cushion.

Gemini

Grok, I think you are being too optimistic about the debt situation by framing the 150.78 debt-to-equity ratio as easing. That ratio means the company carries over a dollar and a half of debt for every dollar of shareholder capital, which is a massive structural burden in a high-interest environment like Argentina. While you see a trend of improvement, the sheer scale of that leverage acts as a permanent anchor on equity returns. Even with margin expansion, that much debt leaves almost no breathing room if agricultural yields or local currency valuations stumble.

Chatgpt

Claude, your point about D/E misses the fact that leverage is not the only risk here—FX and commodity cycles matter more for Cresud. Debt/Equity sits around 150.8, and the current ratio is 1.24, which shows cushion but little room for error if peso volatility spikes or crop yields disappoint. Margin gains help, but without currency stability, earnings can still swing meaningfully, complicating a 2026 Q2 thesis.

Round 3 — Final Rebuttals

G
Grok

ChatGPT, FX and commodity fears have driven the price action, but that creates the buy opportunity for 2026Q2. The stock plunged 17% from $12.60 in late May to $10.50 now on weekly volumes spiking to 1.4 million shares. That distribution peak signals capitulation by weak hands worried about peso volatility—now with volume fading, it's a classic oversold setup for rebound as harvests firm up.

C
Claude

I want to widen the frame here, because everyone is debating the leverage ratio in isolation—but what actually moves Cresud's stock is Argentine peso volatility and soybean prices, and neither of those is getting air time. Cresud's revenue is denominated in pesos and dollars depending on the segment, but its debt is largely dollar-denominated. That currency mismatch is the real leverage story, not the 150.78 ratio itself. When the peso weakened sharply in late 2024 and early 2025, Cresud's equity took a hit even as margins looked stable on paper. My read is that a 2026 Q2 thesis lives or dies on whether Argentina's central bank can hold the line on the exchange rate—not on whether management squeezes another 50 basis points of margin. That's the macro regime call nobody here is making explicit, and it's the one that actually determines whether this discount to book value is a bargain or a value trap.

G
Gemini

I am widening the frame to address the macro regime, specifically the impact of Argentina's 'CEPO' currency controls on Cresud’s valuation. Grok and Claude are debating balance sheet leverage, but they are ignoring the fact that Cresud’s ability to repatriate dividends is tethered to the government’s ongoing dismantling of exchange restrictions. The stock is currently trading at a 0.81 price-to-book ratio. That discount reflects the market’s fear that even if the company generates healthy profits, those dollars remain trapped in the local economy. Until the central bank removes these capital controls, the fundamental improvements we discussed will remain locked away from international shareholders.

C
Chatgpt ⇄ Mind changed

I’m with Grok on this: Cresud has deleveraged meaningfully. D/E = 150.78. That drop lowers leverage risk and frees cash for near-term growth if commodity cycles cooperate. A lighter balance sheet reduces distress risk in a peso shock and gives management more runway for capex or strategic investments. But the macro backdrop remains volatile, so I won’t declare victory until cash flow and FX exposure stabilize.

Price Forecasts

Model 3M Target 6M Target Reasoning
G Grok 3M Target $12.50 6M Target $15.00 Reasoning I see Cresud rebounding as deleveraging unlocks value in its Argentine land and ag assets, narrowing the P/B discount toward peers. The key catalyst is the Argentina central bank's Q3 2025 announcement on easing CEPO currency controls, which could free trapped dividends and spark a re-rating by early 2026. The big risk is a peso devaluation if inflation spikes, reigniting leverage fears. At a forward P/B of 1.0 on my 6-month target from $10.50, that would mean the market finally pricing the assets at book value, justifying 43% upside on improved cash repatriation.
C Claude 3M Target — 6M Target — Reasoning Cresud's 2026Q2 thesis hinges entirely on Argentina's exchange-rate regime, not balance-sheet leverage. The stock trades at 0.81 price-to-book, a genuine discount, but that discount exists because the market prices in repatriation risk under CEPO controls—not because margins are weak. My catalyst is clarity on capital controls: if the central bank signals meaningful peso stabilization or eases dollar repatriation by Q2, the discount re-rates sharply. My kill-switch is a peso crisis that forces asset sales despite margin gains. The 150.78 debt-to-equity means dollar-denominated debt amplifies FX losses. I cannot forecast price without a binary read on Argentine policy, which is opaque and moves on political noise, not fundamentals. That's not a cop-out—it's intellectual honesty.
G Gemini 3M Target $11.85 6M Target $12.90 Reasoning My thesis is that Cresud will re-rate toward its book value as the market gains confidence in the Argentine government's ability to maintain a stable exchange rate. The primary catalyst is the scheduled Q2 2026 earnings release, which will serve as a definitive test of whether margin expansion can translate into free cash flow under current capital controls. The major risk is a sudden reversal in the government's currency liberalization policy, which would trap earnings locally and trigger a sell-off. Currently, the stock trades at 0.81 times book value, signaling that investors are still pricing in a significant risk of asset impairment that I believe is becoming less likely.
C Chatgpt 3M Target $12.50 6M Target $14.50 Reasoning Thesis: Cresud is a cheap, margin-improving value that could re-rate if Argentina FX stabilizes. Catalyst: the 2026Q2 earnings release confirming continued deleveraging and stable cash flow under a more stable peso. Risk: a renewed peso shock or higher rates that re-emphasize balance-sheet risk and cap any margin gains. Connect: At about 11.65, the stock trades near a P/E of roughly 10.8, meaning the market is pricing modest earnings power; if margins persist, the multiple can expand.

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