AGCO Corporation (AGCO)vsGXO Logistics Inc (GXO)
AGCO
AGCO Corporation
$121.28
+2.34%
INDUSTRIALS · Cap: $8.58B
GXO
GXO Logistics Inc
$49.85
+7.74%
INDUSTRIALS · Cap: $6.47B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 31% more annual revenue ($13.18B vs $10.08B). AGCO leads profitability with a 7.2% profit margin vs 0.2%. AGCO appears more attractively valued with a PEG of 1.16. AGCO earns a higher WallStSmart Score of 66/100 (B-).
AGCO
Strong Buy66
out of 100
Grade: B-
GXO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.4%
Fair Value
$111.32
Current Price
$121.28
$9.96 premium
Margin of Safety
+77.4%
Fair Value
$280.63
Current Price
$49.85
$230.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 922.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Expensive relative to growth rate
ROE of 1.2% — below average capital efficiency
0.2% margin — thin
Operating margin of 4.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : GXO
The strongest argument for GXO centers on Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : GXO
The primary concerns for GXO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 200.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
GXO carries more volatility with a beta of 1.68 — expect wider price swings.
GXO is growing revenue faster at 7.9% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (66/100 vs 47/100). GXO offers better value entry with a 77.4% 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 →GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) stands as a premier provider of contract logistics services, offering comprehensive supply chain management and logistics solutions tailored to various industries, including e-commerce, retail, and consumer goods. Leveraging an expansive global network and cutting-edge technologies, GXO enhances operational efficiency and scalability for clients, all while prioritizing sustainability in its practices. With a growing demand for advanced warehousing and fulfillment solutions, the company is strategically positioned to navigate market complexities, driven by a seasoned management team and robust partnerships that foster consistent long-term growth and shareholder value.
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