AGCO Corporation (AGCO)vsCore & Main Inc (CNM)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
CNM
Core & Main Inc
$50.37
+3.98%
INDUSTRIALS · Cap: $9.47B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 32% more annual revenue ($10.08B vs $7.65B). AGCO leads profitability with a 7.2% profit margin vs 5.8%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
CNM
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$121.02
$9.90 premium
Margin of Safety
+8.6%
Fair Value
$63.25
Current Price
$50.37
$12.88 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
Every $100 of equity generates 24 in profit
Areas to Watch
1.1% revenue growth
7.2% margin — thin
5.8% margin — thin
Elevated debt levels
Revenue declined 6.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. 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 Revenue Growth, Profit Margin.
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 1.16 — expect wider price swings.
AGCO is growing revenue faster at 1.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), 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 55/100). 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) is a premier distributor of waterworks and plumbing products in the United States, catering to a varied clientele that encompasses municipalities, contractors, and industrial customers. The company is dedicated to providing critical infrastructure solutions focused on water, wastewater, and stormwater management, while promoting sustainability amidst growing environmental concerns. With an emphasis on innovation and operational excellence, Core & Main utilizes its robust supply chain to deliver superior products and services. As the need for infrastructure modernization and adherence to stringent environmental regulations escalates, Core & Main is strategically positioned to lead transformative water management initiatives, reinforcing its significance within this essential and dynamic industry.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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