AGCO Corporation (AGCO)vsRB Global Inc. (RBA)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
RBA
RB Global Inc.
$104.49
-0.99%
INDUSTRIALS · Cap: $20.05B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 120% more annual revenue ($10.37B vs $4.72B). RBA leads profitability with a 9.6% profit margin vs 7.4%. RBA appears more attractively valued with a PEG of 0.95. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
RBA
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+62.9%
Fair Value
$307.09
Current Price
$104.49
$202.60 discount
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
Growing faster than its price suggests
Earnings expanding 20.0% YoY
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
ROE of 7.4% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : RBA
The strongest argument for RBA centers on PEG Ratio, EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 50.1x leaves little room for execution misses.
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.
RBA generates stronger free cash flow (170M), 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 61/100) and 14.3% revenue growth. RBA offers better value entry with a 62.9% margin of safety. 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 →RB Global Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Ritchie Bros. The company is headquartered in Burnaby, Canada.
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