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 1.16. AGCO earns a higher WallStSmart Score of 66/100 (B-).

AGCO

Strong Buy

66

out of 100

Grade: B-

Growth: 5.3Profit: 6.0Value: 5.3Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

OSK

Hold

48

out of 100

Grade: D+

Growth: 3.3Profit: 5.5Value: 6.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-24.4%)

Margin of Safety

-24.4%

Fair Value

$111.32

Current Price

$121.28

$9.96 premium

UndervaluedFair: $111.32Overvalued
OSKUndervalued (+32.8%)

Margin of Safety

+32.8%

Fair Value

$259.81

Current Price

$153.31

$106.50 discount

UndervaluedFair: $259.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 8.7/10
EPS GrowthGrowth
922.0%10/10

Earnings expanding 922.0% YoY

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

OSK2 strengths · Avg: 8.0/10
P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

AGCO2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

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
6.302/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.16 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 Revenue Growth, Profit Margin.

Bear Case : OSK

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

Key Dynamics to Monitor

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

OSK is growing revenue faster at 3.5% — sustainability is the question.

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

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

Bottom Line

AGCO scores higher overall (66/100 vs 48/100). OSK offers better value entry with a 32.8% margin of safety. 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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