AGCO Corporation (AGCO)vsGraham Corporation (GHM)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
GHM
Graham Corporation
$95.34
+5.05%
INDUSTRIALS · Cap: $1.05B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 4144% more annual revenue ($10.08B vs $237.56M). AGCO leads profitability with a 7.2% profit margin vs 6.3%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
GHM
Buy52
out of 100
Grade: C-
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
-39.9%
Fair Value
$63.09
Current Price
$95.34
$32.25 premium
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 78.6% YoY
Revenue surging 20.5% year-over-year
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Smaller company, higher risk/reward
6.3% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GHM
The strongest argument for GHM centers on EPS Growth, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : GHM
The primary concerns for GHM are Market Cap, Profit Margin, PEG Ratio. A P/E of 70.1x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while GHM is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
GHM is growing revenue faster at 20.5% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (68/100 vs 52/100). 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 Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Graham Corporation designs, manufactures and supplies vacuum and heat transfer equipment for the chemical, defense, petrochemical, oil refining, power generation / alternative energy and other industries. The company is headquartered in Batavia, New York.
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