WallStSmart

AGCO Corporation (AGCO)vsOrion Group Holdings Inc (ORN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 1054% more annual revenue ($10.35B vs $896.50M). AGCO leads profitability with a 5.2% profit margin vs 0.4%. AGCO appears more attractively valued with a PEG of 1.06. AGCO earns a higher WallStSmart Score of 52/100 (C-).

AGCO

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

ORN

Hold

40

out of 100

Grade: D

Growth: 4.0Profit: 3.5Value: 3.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.53

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

ORN1 strengths · Avg: 8.0/10
Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

AGCO3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

EPS GrowthGrowth
-74.4%2/10

Earnings declined 74.4%

ORN4 concerns · Avg: 2.8/10
Market CapQuality
$375.80M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

PEG RatioValuation
28.962/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : ORN

The strongest argument for ORN centers on Price/Book.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.

Bear Case : ORN

The primary concerns for ORN are Market Cap, Return on Equity, Profit Margin. A P/E of 116.0x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

ORN carries more volatility with a beta of 1.39 — expect wider price swings.

ORN is growing revenue faster at 8.1% — sustainability is the question.

AGCO generates stronger free cash flow (108M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AGCO scores higher overall (52/100 vs 40/100). Both earn "Buy" and "Hold" 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.

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Orion Group Holdings Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Orion Group Holdings, Inc. is a construction company specializing in the construction, industrial and infrastructure sectors in the continental United States, Alaska, Canada and the Caribbean Basin. The company is headquartered in Houston, Texas.

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