WallStSmart

AGCO Corporation (AGCO)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 182% more annual revenue ($28.44B vs $10.08B). PCAR leads profitability with a 8.3% profit margin vs 7.2%. 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

PCAR

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 6.0Value: 7.3Quality: 4.5
Piotroski: 1/9
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
PCARSignificantly Overvalued (-327.9%)

Margin of Safety

-327.9%

Fair Value

$30.26

Current Price

$111.26

$81.00 premium

UndervaluedFair: $30.26Overvalued

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

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$58.51B9/10

Large-cap with strong market position

Areas to Watch

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

7.2% margin — thin

PCAR3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-13.7%2/10

Revenue declined 13.7%

EPS GrowthGrowth
-35.9%2/10

Earnings declined 35.9%

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 : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin.

Bear Case : PCAR

The primary concerns for PCAR are Piotroski F-Score, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

AGCO carries more volatility with a beta of 1.11 — expect wider price swings.

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

PCAR generates stronger free cash flow (778M), providing more financial flexibility.

Bottom Line

AGCO scores higher overall (68/100 vs 46/100) 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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PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

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