AGCO Corporation (AGCO)vsJacobs Solutions Inc. (J)
AGCO
AGCO Corporation
$119.90
+0.09%
INDUSTRIALS · Cap: $8.39B
J
Jacobs Solutions Inc.
$143.76
+0.25%
INDUSTRIALS · Cap: $16.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 37% more annual revenue ($14.22B vs $10.35B). AGCO leads profitability with a 5.2% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.44. J earns a higher WallStSmart Score of 54/100 (C-).
AGCO
Buy54
out of 100
Grade: C-
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-82.1%
Fair Value
$78.18
Current Price
$143.76
$65.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 47.8x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.09 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
J generates stronger free cash flow (431M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (54/100 vs 54/100). Both earn "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 →Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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