AGCO Corporation (AGCO)vsTwin Disc Incorporated (TWIN)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
TWIN
Twin Disc Incorporated
$18.66
+3.61%
INDUSTRIALS · Cap: $288.75M
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 2754% more annual revenue ($10.37B vs $363.55M). AGCO leads profitability with a 7.4% profit margin vs 7.3%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
TWIN
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+32.2%
Fair Value
$25.40
Current Price
$18.66
$6.74 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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 2239.0% YoY
19.0% revenue growth
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 : TWIN
The strongest argument for TWIN centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 19.0% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : TWIN
The primary concerns for TWIN are Market Cap, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
AGCO profiles as a value stock while TWIN is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
TWIN is growing revenue faster at 19.0% — sustainability is the question.
TWIN generates stronger free cash flow (2M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 62/100) and 14.3% revenue growth. TWIN offers better value entry with a 32.2% 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 →Twin Disc Incorporated
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Twin Disc, Incorporated designs, manufactures and sells power transmission equipment for off-highway and marine use worldwide. The company is headquartered in Racine, Wisconsin.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?