WallStSmart

AGCO Corporation (AGCO)vsDeluxe Corporation (DLX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 373% more annual revenue ($10.08B vs $2.13B). AGCO leads profitability with a 7.2% profit margin vs 3.9%. DLX appears more attractively valued with a PEG of 0.62. AGCO earns a higher WallStSmart Score of 68/100 (B-).

AGCO

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

DLX

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 5.5Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-24.6%)

Margin of Safety

-24.6%

Fair Value

$111.12

Current Price

$121.02

$9.90 premium

UndervaluedFair: $111.12Overvalued
DLXUndervalued (+53.9%)

Margin of Safety

+53.9%

Fair Value

$56.99

Current Price

$31.15

$25.84 discount

UndervaluedFair: $56.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 9.3/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
922.0%10/10

Earnings expanding 922.0% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

DLX3 strengths · Avg: 8.0/10
PEG RatioValuation
0.628/10

Growing faster than its price suggests

P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

AGCO2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

DLX4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.8%4/10

2.8% revenue growth

Market CapQuality
$1.39B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

EPS GrowthGrowth
-7.0%2/10

Earnings declined 7.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : DLX

The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.62 suggests the stock is reasonably priced for its growth.

Bear Case : AGCO

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

Bear Case : DLX

The primary concerns for DLX are Revenue Growth, Market Cap, Profit Margin. Thin 3.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

DLX carries more volatility with a beta of 1.31 — expect wider price swings.

DLX is growing revenue faster at 2.8% — 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 54/100). DLX offers better value entry with a 53.9% margin of safety. 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.

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Deluxe Corporation

INDUSTRIALS · CONGLOMERATES · USA

Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.

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