AGCO Corporation (AGCO)vsCummins Inc (CMI)
AGCO
AGCO Corporation
$118.83
+1.27%
INDUSTRIALS · Cap: $8.50B
CMI
Cummins Inc
$702.66
+3.40%
INDUSTRIALS · Cap: $97.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 227% more annual revenue ($33.89B vs $10.37B). CMI leads profitability with a 7.9% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.16. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
CMI
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.3%
Fair Value
$115.14
Current Price
$118.83
$3.69 premium
Margin of Safety
-58.4%
Fair Value
$378.02
Current Price
$702.66
$324.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.7% revenue growth
7.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : CMI
The primary concerns for CMI are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.27 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
CMI generates stronger free cash flow (120M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (71/100 vs 47/100) and 14.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AGCO Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
AGCO Corporation manufactures and distributes agricultural equipment and related spare parts worldwide. The company is headquartered in Duluth, Georgia.
Visit Website →Cummins Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Cummins is a Columbus, Indiana based multinational corporation that designs, manufactures, and distributes engines, filtration, and power generation products. Cummins also services engines and related equipment, including fuel systems, controls, air handling, filtration, emission control, electrical power generation systems, and trucks.
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