Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY) AI Stock Analysis

NASDAQ: CRESYAI research summary: business, growth, valuation, analysts, bull and bear case.

CRESY AI stock analysis summary

AI Research

Cresud Sociedad Anónima (CRESY) is an Argentine diversified company operating across agricultural commodities and urban real estate. In FY2026, revenue increased 50.9% to $1.38T, generating net income of $177.26B and free cash flow of $8.46B. The company closed at $11.52 with an EV/EBITDA of 4.2x and a dividend yield of 5.47%.

Market cap
$817.1M
Revenue (TTM)
$1.38T
P/E
6.0x
fwd 26.0x
1Y return
30.2%
S&P 500 16.8%
Avg. target
$15.86
37.7% vs last close

Bull case

  • Revenue expanded 50.9% in FY2026 to $1.38T, reflecting strong top-line momentum and a 5-year CAGR of 55.9%.
  • Valuation multiples remain compressed relative to peers, with a trailing P/E of 6.0x and EV/EBITDA of 4.2x compared to peer medians of 24.8x and 13.9x.
  • Analysts maintain a mean price target of $15.86, pointing to a 37.7% premium over the last closing price of $11.52.

Bear case

  • The balance sheet carries $2.18T in total debt and $1.39T in net debt, with a debt-to-equity ratio of 1.50.
  • Quarterly earnings fell 50.3% year-over-year in the quarter ended June 30, 2026, and full-year FY2027 EPS is estimated to drop 25.6% to $0.13.
  • Dividends paid in FY2026 totaled $105.79B, substantially exceeding the year's free cash flow of $8.46B.

What Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria does

Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria is an agricultural and real estate company based in Buenos Aires, Argentina. It operates through its Agricultural Business and Business Urban Properties and Investments segments. Agricultural operations encompass producing and selling crops such as soybean, sugarcane, wheat, corn, oilseed, sunflower, sorghum, and peanuts, alongside cattle breeding and fattening. It also leases farmland to third parties. In urban real estate, Cresud develops, owns, and manages shopping malls, office buildings, and hotels across Brazil and other Latin American countries.

Growth and profitability

Cresud delivered a 5-year revenue CAGR of 55.9% through FY2026. After revenue growth of 28.5% in FY2025 to $914.16B, FY2026 revenue rose 50.9% to $1.38T. Operating margin reached 28.0% in FY2026, recovering from operating losses of -18.2% in FY2023 and -19.2% in FY2024. Net income for FY2026 stood at $177.26B with a 12.9% net margin, compared to $96.15B in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue grew 8.3% year-over-year, while quarterly earnings declined 50.3%. Trailing twelve month EPS was $1.93.

CRESY income statement →

Balance sheet and cash flow

As of June 30, 2026, Cresud held $789.38B in cash and short-term investments against total debt of $2.18T, resulting in net debt of $1.39T. Debt-to-equity stood at 1.50 and the current ratio was 1.46 against shareholders' equity of $1.45T. For FY2026, operating cash flow was $62.94B and capital expenditures were $54.48B, yielding $8.46B in free cash flow. In FY2026, the company distributed $105.79B in dividends and spent $28.0M on share buybacks, with its share count down 1.5% over five years.

CRESY balance sheet →

Valuation and performance

At $11.52 per share, Cresud has a market capitalization of $817.1M and an enterprise value of $1.88B. The stock trades at a trailing P/E of 6.0x and an EV/EBITDA of 4.2x, below the median of its US-listed Industrials peers of 24.8x and 13.9x, respectively. Its price-to-book ratio is 0.9x and forward P/E is 26.0x, above the peer median of 17.2x. Over the past year, CRESY returned 30.2%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year return of 206.5% also outperformed the index return of 83.0%.

CRESY key metrics →

CRESY dividend

Cresud pays an annual dividend with a forward rate of $0.63 per share, representing a 5.47% dividend yield. Its payout ratio is 1.2%, and it has paid dividends for 4 consecutive years. The last ex-dividend date was November 28, 2025.

CRESY dividend history →

What analysts expect

Consensus ratings include 1 Strong Buy and 1 Buy, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $15.86, which is 37.7% above the last close of $11.52. For the fiscal year ending June 30, 2027, consensus estimates project revenue of $1.59T and EPS of $0.13, a 25.6% decline. For FY2028, revenue is projected at $1.89T and EPS at $0.16. Over the last four quarters, Cresud beat EPS estimates twice. The next earnings date is November 9, 2026.

CRESY forecast and price target →

Key risks and what to watch

  • Operating margins have shown volatility, swinging from -19.2% in FY2024 to 28.0% in FY2026.
  • Debt obligations of $2.18T against $789.38B in cash create sensitivity to financing conditions.
  • Earnings track record is inconsistent, with the company beating consensus EPS estimates in only 2 of the last 4 quarters.
  • Year-to-date share price performance is negative at -8.8%, and the stock trades 1.3% below its 200-day moving average.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this CRESY AI stock analysis

This page is an AI-written research summary of Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria (CRESY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CRESY income statement, CRESY balance sheet, CRESY key metrics, CRESY analyst forecast, CRESY chart. See the CRESY stock overview for the latest quote and news.

CRESY AI stock analysis FAQ

What dividend does Cresud pay?

Cresud pays an annual dividend of $0.63 per share, which equates to a 5.47% forward dividend yield with a payout ratio of 1.2%.

What is Cresud's valuation relative to its industry peers?

Cresud trades at a trailing P/E of 6.0x and an EV/EBITDA of 4.2x, below the median of its US-listed Industrials peers of 24.8x and 13.9x, respectively.

How did Cresud perform financially in FY2026?

In FY2026, revenue increased 50.9% to $1.38T, net income totaled $177.26B, and free cash flow generated was $8.46B.

When is Cresud's next earnings report?

Cresud is scheduled to report its next earnings on November 9, 2026.

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