AGCO Corporation (AGCO)vsTwin Disc Incorporated (TWIN)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
TWIN
Twin Disc Incorporated
$16.52
+1.35%
INDUSTRIALS · Cap: $260.45M
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 2796% more annual revenue ($10.08B vs $348.10M). AGCO leads profitability with a 7.2% profit margin vs 6.3%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
TWIN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$121.02
$9.90 premium
Margin of Safety
+48.4%
Fair Value
$33.40
Current Price
$16.52
$16.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 2239.0% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
0.3% revenue growth
Smaller company, higher risk/reward
6.3% margin — thin
Operating margin of 1.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. 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.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : TWIN
The primary concerns for TWIN are Revenue Growth, Market Cap, Profit Margin.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
AGCO is growing revenue faster at 1.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (68/100 vs 55/100). TWIN offers better value entry with a 48.4% 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.
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