AGCO Corporation (AGCO)vsDonaldson Company Inc (DCI)
AGCO
AGCO Corporation
$102.16
-1.20%
INDUSTRIALS · Cap: $7.44B
DCI
Donaldson Company Inc
$85.06
-0.40%
INDUSTRIALS · Cap: $10.19B
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 0.96. DCI earns a higher WallStSmart Score of 62/100 (C+).
AGCO
Buy54
out of 100
Grade: C-
DCI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-67.5%
Fair Value
$66.02
Current Price
$85.06
$19.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, 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 1.07 — 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 54/100). 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.
Visit Website →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.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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