WallStSmart

AGCO Corporation (AGCO)vsRBC Bearings Incorporated (RBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 455% more annual revenue ($10.37B vs $1.87B). RBC leads profitability with a 15.4% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).

AGCO

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 5.5Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

RBC

Buy

60

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.3Quality: 7.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO4 strengths · Avg: 9.5/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
441.9%10/10

Earnings expanding 441.9% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

RBC4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

EPS GrowthGrowth
25.6%8/10

Earnings expanding 25.6% YoY

Areas to Watch

AGCO3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Free Cash FlowQuality
$-455.00M2/10

Negative free cash flow — burning cash

RBC1 concerns · Avg: 2.0/10
P/E RatioValuation
65.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : RBC

The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 25.5%. Revenue growth of 18.3% demonstrates continued momentum.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.

Bear Case : RBC

The primary concerns for RBC are P/E Ratio. A P/E of 65.1x leaves little room for execution misses.

Key Dynamics to Monitor

AGCO profiles as a value stock while RBC is a growth play — different risk/reward profiles.

RBC carries more volatility with a beta of 1.43 — expect wider price swings.

RBC is growing revenue faster at 18.3% — sustainability is the question.

RBC generates stronger free cash flow (68M), providing more financial flexibility.

Bottom Line

AGCO scores higher overall (71/100 vs 60/100) and 14.3% revenue growth. 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.

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RBC Bearings Incorporated

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

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