AGCO Corporation (AGCO)vsKnight Transportation Inc (KNX)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
KNX
Knight Transportation Inc
$63.36
-3.31%
INDUSTRIALS · Cap: $10.29B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 35% more annual revenue ($10.08B vs $7.50B). AGCO leads profitability with a 7.2% profit margin vs 0.5%. KNX appears more attractively valued with a PEG of 0.58. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
KNX
Buy50
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
+60.6%
Fair Value
$152.91
Current Price
$63.36
$89.55 discount
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
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
1.1% revenue growth
7.2% margin — thin
1.4% revenue growth
Grey zone — moderate risk
ROE of 0.5% — below average capital efficiency
0.5% margin — thin
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 : KNX
The strongest argument for KNX centers on Price/Book, PEG Ratio. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : KNX
The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 301.7x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
KNX is growing revenue faster at 1.4% — 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 (68/100 vs 50/100). KNX offers better value entry with a 60.6% margin of safety. 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 →Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
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