WallStSmart

AGCO Corporation (AGCO)vsDonaldson Company Inc (DCI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 166% more annual revenue ($10.35B vs $3.89B). DCI leads profitability with a 11.7% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 1.06. DCI earns a higher WallStSmart Score of 62/100 (C+).

AGCO

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

DCI

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 4.0Quality: 5.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGCO.

DCISignificantly Overvalued (-68.1%)

Margin of Safety

-68.1%

Fair Value

$65.77

Current Price

$89.25

$23.48 premium

UndervaluedFair: $65.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

DCI1 strengths · Avg: 9.0/10
Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

AGCO3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

EPS GrowthGrowth
-74.4%2/10

Earnings declined 74.4%

DCI2 concerns · Avg: 3.5/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : DCI

The strongest argument for DCI centers on Return on Equity.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.

Bear Case : DCI

The primary concerns for DCI are PEG Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AGCO carries more volatility with a beta of 1.09 — expect wider price swings.

DCI is growing revenue faster at 8.0% — sustainability is the question.

DCI generates stronger free cash flow (185M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DCI scores higher overall (62/100 vs 52/100). Both earn "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.

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Donaldson Company Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.

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