AGCO Corporation (AGCO)vsLincoln Electric Holdings Inc (LECO)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
LECO
Lincoln Electric Holdings Inc
$262.13
-0.65%
INDUSTRIALS · Cap: $14.15B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 138% more annual revenue ($10.37B vs $4.35B). LECO leads profitability with a 12.4% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
LECO
Buy64
out of 100
Grade: C+
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
Every $100 of equity generates 36 in profit
Safe zone — low bankruptcy risk
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Moderate valuation
Trading at 9.5x book value
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 : LECO
The strongest argument for LECO centers on Return on Equity, Altman Z-Score. Revenue growth of 11.7% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : LECO
The primary concerns for LECO are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
LECO carries more volatility with a beta of 1.22 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
LECO generates stronger free cash flow (63M), 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 64/100) and 14.3% 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 →Lincoln Electric Holdings Inc
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Lincoln Electric Holdings, Inc. designs, develops, manufactures and sells welding, cutting and brazing products worldwide. The company is headquartered in Cleveland, Ohio.
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