AGCO Corporation (AGCO)vsMSC Industrial Direct Company Inc (MSM)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
MSM
MSC Industrial Direct Company Inc
$115.51
-1.26%
INDUSTRIALS · Cap: $6.52B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 171% more annual revenue ($10.37B vs $3.83B). AGCO leads profitability with a 7.4% profit margin vs 5.4%. 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
MSM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-0.8%
Fair Value
$94.27
Current Price
$115.51
$21.24 premium
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
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
Premium valuation, high expectations priced in
2.9% revenue growth
5.4% 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 : MSM
The strongest argument for MSM centers on Altman Z-Score.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : MSM
The primary concerns for MSM are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
MSM generates stronger free cash flow (73M), 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 51/100) 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 →MSC Industrial Direct Company Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
MSC Industrial Direct Co., Inc., distributes metalworking and maintenance, repair and operations (MRO) products in the United States, Canada, Mexico, and the United Kingdom. The company is headquartered in Melville, New York.
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