AGCO Corporation (AGCO)vsForward Air Corporation (FWRD)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
FWRD
Forward Air Corporation
$21.06
-2.09%
INDUSTRIALS · Cap: $739.63M
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 304% more annual revenue ($10.08B vs $2.50B). AGCO leads profitability with a 7.2% profit margin vs -4.3%. FWRD appears more attractively valued with a PEG of 0.66. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
FWRD
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$121.02
$9.90 premium
Margin of Safety
+84.7%
Fair Value
$193.73
Current Price
$21.06
$172.67 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Earnings expanding 145.0% YoY
Growing faster than its price suggests
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Smaller company, higher risk/reward
Operating margin of 3.6%
ROE of -63.3% — below average capital efficiency
Revenue declined 0.3%
Comparative Analysis Report
WallStSmart ResearchBull 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 : FWRD
The strongest argument for FWRD centers on EPS Growth, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : FWRD
The primary concerns for FWRD are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 15.43 is elevated, increasing financial risk.
Key Dynamics to Monitor
AGCO profiles as a value stock while FWRD is a turnaround play — different risk/reward profiles.
FWRD carries more volatility with a beta of 1.47 — expect wider price swings.
AGCO is growing revenue faster at 1.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (68/100 vs 47/100). FWRD offers better value entry with a 84.7% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Forward Air Corporation
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Forward Air Corporation is a light freight logistics and transportation company in the United States and Canada. The company is headquartered in Greeneville, Tennessee.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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