AGCO Corporation (AGCO)vsDell Technologies Inc (DELL)
AGCO
AGCO Corporation
$121.28
+2.34%
INDUSTRIALS · Cap: $8.58B
DELL
Dell Technologies Inc
$211.64
+0.70%
TECHNOLOGY · Cap: $136.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1026% more annual revenue ($113.54B vs $10.08B). AGCO leads profitability with a 7.2% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.87. DELL earns a higher WallStSmart Score of 75/100 (B+).
AGCO
Strong Buy66
out of 100
Grade: B-
DELL
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.4%
Fair Value
$111.32
Current Price
$121.28
$9.96 premium
Margin of Safety
+80.8%
Fair Value
$644.85
Current Price
$211.64
$433.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 922.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Distress zone — elevated risk
5.2% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : DELL
The primary concerns for DELL are Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
AGCO profiles as a value stock while DELL is a hypergrowth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (75/100 vs 66/100) and 39.5% revenue growth. Both earn "Strong Buy" and "Strong 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 →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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