AGCO Corporation (AGCO)vsLimbach Holdings Inc (LMB)
AGCO
AGCO Corporation
$118.51
-2.07%
INDUSTRIALS · Cap: $8.29B
LMB
Limbach Holdings Inc
$99.17
-0.60%
INDUSTRIALS · Cap: $1.18B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 1459% more annual revenue ($10.08B vs $646.80M). AGCO leads profitability with a 7.2% profit margin vs 6.0%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
LMB
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.4%
Fair Value
$111.32
Current Price
$118.51
$7.19 premium
Margin of Safety
-38.0%
Fair Value
$68.57
Current Price
$99.17
$30.60 premium
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
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
6.0% 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 : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Key Dynamics to Monitor
AGCO profiles as a value stock while LMB is a hypergrowth play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.43 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (68/100 vs 61/100). 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 →Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?