AGCO Corporation (AGCO)vsGraham Holdings Co (GHC)
AGCO
AGCO Corporation
$116.17
-6.09%
INDUSTRIALS · Cap: $8.35B
GHC
Graham Holdings Co
$1,233.96
+1.68%
INDUSTRIALS · Cap: $5.00B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 108% more annual revenue ($10.37B vs $4.98B). AGCO leads profitability with a 7.4% profit margin vs 6.0%. AGCO appears more attractively valued with a PEG of 1.14. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
GHC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-30.9%
Fair Value
$846.92
Current Price
$1233.96
$387.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.07 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
GHC generates stronger free cash flow (49M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (71/100 vs 56/100) and 14.3% revenue growth. 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.
Visit Website →Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?