AGCO Corporation (AGCO)vsMcGrath RentCorp (MGRC)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
MGRC
McGrath RentCorp
$109.38
-1.06%
INDUSTRIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 968% more annual revenue ($10.08B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. MGRC earns a higher WallStSmart Score of 69/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
MGRC
Strong Buy69
out of 100
Grade: B-
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
-26.4%
Fair Value
$91.46
Current Price
$109.38
$17.92 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
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
No major concerns identified
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 : MGRC
The strongest argument for MGRC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : MGRC
No major red flags identified for MGRC, but monitor valuation.
Key Dynamics to Monitor
AGCO profiles as a value stock while MGRC is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
MGRC is growing revenue faster at 5.3% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 68/100), backed by strong 16.6% margins. Both earn "Strong Buy" and "Strong 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 →McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
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