AGCO Corporation (AGCO)vsHEICO Corporation (HEI-A)
AGCO
AGCO Corporation
$121.10
-0.68%
INDUSTRIALS · Cap: $8.92B
HEI-A
HEICO Corporation
$235.25
+1.25%
INDUSTRIALS · Cap: $33.82B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 100% more annual revenue ($10.35B vs $5.18B). HEI-A leads profitability with a 16.4% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 1.06. HEI-A earns a higher WallStSmart Score of 69/100 (B-).
AGCO
Buy52
out of 100
Grade: C-
HEI-A
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-7.0%
Fair Value
$230.84
Current Price
$235.25
$4.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.1%
Revenue surging 23.1% year-over-year
Earnings expanding 32.5% YoY
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
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 Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 25.1%. Revenue growth of 23.1% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while HEI-A is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.09 — expect wider price swings.
HEI-A is growing revenue faster at 23.1% — sustainability is the question.
HEI-A generates stronger free cash flow (323M), providing more financial flexibility.
Bottom Line
HEI-A scores higher overall (69/100 vs 52/100), backed by strong 16.4% margins and 23.1% 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 →HEICO Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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