AGCO Corporation (AGCO)vsSeagate Technology PLC (STX)
AGCO
AGCO Corporation
$121.28
+2.34%
INDUSTRIALS · Cap: $8.58B
STX
Seagate Technology PLC
$771.01
+4.40%
TECHNOLOGY · Cap: $163.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 9% more annual revenue ($11.01B vs $10.08B). STX leads profitability with a 21.6% profit margin vs 7.2%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
AGCO
Strong Buy66
out of 100
Grade: B-
STX
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.1%
Fair Value
$111.53
Current Price
$121.28
$9.75 premium
Intrinsic value data unavailable for STX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 922.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Premium valuation, high expectations priced in
Trading at 367.1x book value
Comparative Analysis Report
WallStSmart ResearchBull 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 : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Bottom Line
STX scores higher overall (76/100 vs 66/100), backed by strong 21.6% margins and 44.1% revenue growth. Both earn "Strong Buy" and "Strong 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?