WallStSmart

AGCO Corporation (AGCO)vsFastenal Company (FAST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 19% more annual revenue ($10.08B vs $8.44B). FAST leads profitability with a 15.4% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. 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

FAST

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 9.0Value: 5.3Quality: 7.8
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-24.6%)

Margin of Safety

-24.6%

Fair Value

$111.12

Current Price

$114.43

$3.31 premium

UndervaluedFair: $111.12Overvalued
FASTUndervalued (+56.6%)

Margin of Safety

+56.6%

Fair Value

$108.23

Current Price

$43.71

$64.52 discount

UndervaluedFair: $108.23Overvalued

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
1.9x8/10

Reasonable price relative to book value

FAST4 strengths · Avg: 9.0/10
Return on EquityProfitability
33.8%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$51.58B9/10

Large-cap with strong market position

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

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

FAST3 concerns · Avg: 3.3/10
P/E RatioValuation
39.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.6x4/10

Trading at 12.6x book value

PEG RatioValuation
3.152/10

Expensive relative to growth rate

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 : FAST

The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.

Bear Case : AGCO

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

Bear Case : FAST

The primary concerns for FAST are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

AGCO profiles as a value stock while FAST is a mature play — different risk/reward profiles.

AGCO carries more volatility with a beta of 1.16 — expect wider price swings.

FAST is growing revenue faster at 12.4% — sustainability is the question.

AGCO generates stronger free cash flow (675M), providing more financial flexibility.

Bottom Line

AGCO scores higher overall (68/100 vs 62/100). FAST offers better value entry with a 56.6% 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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Fastenal Company

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.

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