AGCO Corporation (AGCO)vsCanadian Pacific Kansas City Limited (CP)
AGCO
AGCO Corporation
$114.43
-0.72%
INDUSTRIALS · Cap: $8.29B
CP
Canadian Pacific Kansas City Limited
$86.95
+3.17%
INDUSTRIALS · Cap: $77.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Pacific Kansas City Limited generates 50% more annual revenue ($15.08B vs $10.08B). CP leads profitability with a 27.5% profit margin vs 7.2%. 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-
CP
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$114.43
$3.31 premium
Margin of Safety
+61.8%
Fair Value
$219.63
Current Price
$86.95
$132.68 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
Strong operational efficiency at 44.0%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Expensive relative to growth rate
Moderate valuation
1.3% revenue growth
Earnings declined 7.4%
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 : CP
The strongest argument for CP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 44.0%.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : CP
The primary concerns for CP are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CP carries more volatility with a beta of 1.19 — expect wider price swings.
CP is growing revenue faster at 1.3% — 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 56/100). CP offers better value entry with a 61.8% 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 →Canadian Pacific Kansas City Limited
INDUSTRIALS · RAILROADS · USA
Canadian Pacific Railway Limited, owns and operates a transcontinental freight railway in Canada and the United States. The company is headquartered in Calgary, Canada.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?