WallStSmart

AGCO Corporation (AGCO)vsOshkosh Corporation (OSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Oshkosh Corporation generates 3% more annual revenue ($10.42B vs $10.08B). AGCO leads profitability with a 7.2% profit margin vs 6.2%. AGCO appears more attractively valued with a PEG of 1.07. AGCO earns a higher WallStSmart Score of 68/100 (B-).

AGCO

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 10.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOUndervalued (+69.7%)

Margin of Safety

+69.7%

Fair Value

$456.30

Current Price

$109.26

$347.04 discount

UndervaluedFair: $456.30Overvalued
OSKSignificantly Overvalued (-156.1%)

Margin of Safety

-156.1%

Fair Value

$68.14

Current Price

$140.46

$72.32 premium

UndervaluedFair: $68.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO4 strengths · Avg: 9.5/10
P/E RatioValuation
11.2x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
110.0%10/10

Revenue surging 110.0% year-over-year

EPS GrowthGrowth
922.0%10/10

Earnings expanding 922.0% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

AGCO1 concerns · Avg: 3.0/10
Profit MarginProfitability
7.2%3/10

7.2% margin — thin

OSK4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
6.512/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 110.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : OSK

The strongest argument for OSK centers on P/E Ratio, Price/Book.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin.

Bear Case : OSK

The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

AGCO profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.

OSK carries more volatility with a beta of 1.35 — expect wider price swings.

AGCO is growing revenue faster at 110.0% — sustainability is the question.

AGCO generates stronger free cash flow (675M), providing more financial flexibility.

Bottom Line

AGCO scores higher overall (68/100 vs 48/100) and 110.0% revenue growth. Both earn "Strong 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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Oshkosh Corporation

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.

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