AGCO Corporation (AGCO)vsCasella Waste Systems Inc (CWST)
AGCO
AGCO Corporation
$114.43
-0.72%
INDUSTRIALS · Cap: $8.29B
CWST
Casella Waste Systems Inc
$78.11
+0.46%
INDUSTRIALS · Cap: $4.97B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 449% more annual revenue ($10.08B vs $1.84B). AGCO leads profitability with a 7.2% profit margin vs 0.4%. 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-
CWST
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$114.43
$3.31 premium
Intrinsic value data unavailable for CWST.
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
Earnings expanding 60.2% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
ROE of 0.5% — below average capital efficiency
0.4% margin — thin
Operating margin of 4.4%
Weak financial health signals
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 : CWST
The strongest argument for CWST centers on EPS Growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 650.9x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
CWST is growing revenue faster at 9.7% — 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 45/100). Both earn "Strong Buy" and "Hold" 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 →Casella Waste Systems Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Casella Waste Systems, Inc., is a vertically integrated solid waste service company in the northeastern United States. The company is headquartered in Rutland, Vermont.
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