AGCO Corporation (AGCO)vsCore & Main Inc (CNM)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
CNM
Core & Main Inc
$52.37
+4.63%
INDUSTRIALS · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 36% more annual revenue ($10.37B vs $7.65B). AGCO leads profitability with a 7.4% profit margin vs 5.9%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
CNM
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-43.7%
Fair Value
$33.64
Current Price
$52.37
$18.73 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
5.9% margin — thin
Elevated debt levels
Revenue declined 0.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : CNM
The strongest argument for CNM centers on Return on Equity. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : CNM
The primary concerns for CNM are Profit Margin, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
CNM generates stronger free cash flow (253M), 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 55/100) and 14.3% revenue growth. 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 →Core & Main Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Core & Main Inc. (CNM) stands as a leading distributor of waterworks and plumbing products in the United States, serving a diverse range of clients including municipalities, contractors, and industrial sectors. With a strong commitment to delivering innovative infrastructure solutions for water, wastewater, and stormwater management, the company is increasingly focused on fostering sustainability amidst mounting environmental challenges. Leveraging its extensive supply chain and operational expertise, Core & Main is well-positioned to address the urgent needs for infrastructure modernization and compliance with rigorous environmental regulations, thus playing a pivotal role in advancing water management practices within the essential utilities sector.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?