AGCO Corporation (AGCO)vsUnitedHealth Group Incorporated (UNH)
AGCO
AGCO Corporation
$117.36
+0.85%
INDUSTRIALS · Cap: $8.50B
UNH
UnitedHealth Group Incorporated
$270.55
-0.64%
HEALTHCARE · Cap: $250.15B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 4339% more annual revenue ($447.57B vs $10.08B). AGCO leads profitability with a 7.2% profit margin vs 2.7%. UNH appears more attractively valued with a PEG of 0.98. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
UNH
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$456.30
Current Price
$117.36
$338.94 discount
Margin of Safety
-202.7%
Fair Value
$89.96
Current Price
$270.55
$180.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
2.7% margin — thin
Operating margin of 0.3%
Earnings declined 99.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, Price/Book. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : UNH
The strongest argument for UNH centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : UNH
The primary concerns for UNH are Profit Margin, Operating Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.11 — expect wider price swings.
UNH is growing revenue faster at 12.3% — 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 59/100). 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 →UnitedHealth Group Incorporated
HEALTHCARE · HEALTHCARE PLANS · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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