AGCO Corporation (AGCO)vsKnight Transportation Inc (KNX)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
KNX
Knight Transportation Inc
$78.55
-2.81%
INDUSTRIALS · Cap: $13.25B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 38% more annual revenue ($10.37B vs $7.50B). AGCO leads profitability with a 7.4% profit margin vs 0.5%. KNX appears more attractively valued with a PEG of 0.68. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
KNX
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+39.1%
Fair Value
$133.88
Current Price
$78.55
$55.33 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
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, 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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : KNX
The primary concerns for KNX are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 388.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
KNX carries more volatility with a beta of 1.20 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
KNX generates stronger free cash flow (57M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (71/100 vs 50/100) and 14.3% revenue growth. KNX offers better value entry with a 39.1% 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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