AGCO Corporation (AGCO)vsCSW Industrials, Inc. (CSW)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
CSW
CSW Industrials, Inc.
$266.37
-1.24%
INDUSTRIALS · Cap: $4.44B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 858% more annual revenue ($10.37B vs $1.08B). CSW leads profitability with a 10.3% profit margin vs 7.4%. 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
CSW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-86.3%
Fair Value
$172.86
Current Price
$266.37
$93.51 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
Revenue surging 34.0% year-over-year
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 41.2%
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 : CSW
The strongest argument for CSW centers on Revenue Growth. Revenue growth of 34.0% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : CSW
The primary concerns for CSW are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while CSW is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
CSW is growing revenue faster at 34.0% — sustainability is the question.
CSW generates stronger free cash flow (-7M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 54/100) 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 →CSW Industrials, Inc.
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
CSW Industrials, Inc. provides various industrial products in the United States and internationally. The company is headquartered in Dallas, Texas.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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