AGCO Corporation (AGCO)vsGraham Corporation (GHM)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
GHM
Graham Corporation
$107.10
-0.80%
INDUSTRIALS · Cap: $1.19B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 4267% more annual revenue ($10.37B vs $237.56M). AGCO leads profitability with a 7.4% profit margin vs 6.3%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
GHM
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-57.9%
Fair Value
$55.91
Current Price
$107.10
$51.19 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
Earnings expanding 78.6% YoY
Conservative balance sheet, low leverage
Revenue surging 20.5% year-over-year
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Trading at 9.0x book value
Smaller company, higher risk/reward
6.3% margin — thin
Weak financial health signals
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 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : GHM
The strongest argument for GHM centers on EPS Growth, Debt/Equity, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : GHM
The primary concerns for GHM are Price/Book, Market Cap, Profit Margin. A P/E of 79.3x 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 1.08 — expect wider price swings.
GHM is growing revenue faster at 20.5% — sustainability is the question.
GHM generates stronger free cash flow (-3M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 50/100) and 14.3% revenue growth. 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 →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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