AGCO Corporation (AGCO)vsUnited Airlines Holdings Inc (UAL)
AGCO
AGCO Corporation
$113.53
-2.08%
INDUSTRIALS · Cap: $8.22B
UAL
United Airlines Holdings Inc
$88.44
-4.59%
INDUSTRIALS · Cap: $28.63B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 486% more annual revenue ($59.07B vs $10.08B). AGCO leads profitability with a 7.2% profit margin vs 5.7%. AGCO appears more attractively valued with a PEG of 1.11. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
UAL
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$456.30
Current Price
$113.53
$342.77 discount
Margin of Safety
+43.5%
Fair Value
$201.55
Current Price
$88.44
$113.11 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
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
4.8% revenue growth
5.7% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : UAL
The primary concerns for UAL are Revenue Growth, Profit Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
UAL carries more volatility with a beta of 1.25 — expect wider price swings.
UAL is growing revenue faster at 4.8% — 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 60/100). UAL offers better value entry with a 43.5% 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 →United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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