AGCO Corporation (AGCO)vsZTO Express (Cayman) Inc (ZTO)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
ZTO
ZTO Express (Cayman) Inc
$25.37
-0.98%
INDUSTRIALS · Cap: $19.46B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 387% more annual revenue ($49.10B vs $10.08B). ZTO leads profitability with a 18.5% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. ZTO earns a higher WallStSmart Score of 69/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
ZTO
Strong Buy69
out of 100
Grade: B-
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
+81.2%
Fair Value
$132.23
Current Price
$25.37
$106.86 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
Generating 12.0B in free cash flow
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.3%
Areas to Watch
1.1% revenue growth
7.2% margin — thin
No major concerns identified
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 : ZTO
The strongest argument for ZTO centers on Free Cash Flow, Debt/Equity, P/E Ratio. Profitability is solid with margins at 18.5% and operating margin at 22.3%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
AGCO profiles as a value stock while ZTO is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
ZTO is growing revenue faster at 12.3% — sustainability is the question.
ZTO generates stronger free cash flow (12.0B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (69/100 vs 68/100), backed by strong 18.5% margins and 12.3% 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 →ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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