AGCO Corporation (AGCO)vsSAP SE ADR (SAP)
AGCO
AGCO Corporation
$117.34
-0.31%
INDUSTRIALS · Cap: $8.52B
SAP
SAP SE ADR
$173.70
-0.58%
TECHNOLOGY · Cap: $204.11B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 260% more annual revenue ($37.34B vs $10.37B). SAP leads profitability with a 19.6% profit margin vs 7.4%. SAP appears more attractively valued with a PEG of 0.73. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
SAP
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.5%
Fair Value
$114.95
Current Price
$117.34
$2.39 premium
Margin of Safety
-16.9%
Fair Value
$168.01
Current Price
$173.70
$5.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 3.3B in free cash flow
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Operating Margin, Altman Z-Score. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 0.73 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 : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
AGCO profiles as a value stock while SAP is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.12 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 62/100) 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.
Visit Website →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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