AGCO Corporation (AGCO)vsCummins Inc (CMI)
AGCO
AGCO Corporation
$113.53
-2.08%
INDUSTRIALS · Cap: $8.22B
CMI
Cummins Inc
$523.24
-1.28%
INDUSTRIALS · Cap: $72.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Cummins Inc generates 234% more annual revenue ($33.67B vs $10.08B). CMI leads profitability with a 8.4% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.11. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
CMI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$456.30
Current Price
$113.53
$342.77 discount
Margin of Safety
+37.6%
Fair Value
$959.87
Current Price
$523.24
$436.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Earnings expanding 41.4% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Moderate valuation
1.1% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : CMI
The strongest argument for CMI centers on Market Cap, Return on Equity, EPS Growth. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : CMI
The primary concerns for CMI are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CMI carries more volatility with a beta of 1.13 — expect wider price swings.
CMI is growing revenue faster at 1.1% — sustainability is the question.
CMI generates stronger free cash flow (990M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (68/100 vs 61/100). CMI offers better value entry with a 37.6% margin of safety. Both earn "Strong Buy" and "Buy" 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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