AGCO Corporation (AGCO)vsZTO Express (Cayman) Inc (ZTO)
AGCO
AGCO Corporation
$102.16
-1.20%
INDUSTRIALS · Cap: $7.44B
ZTO
ZTO Express (Cayman) Inc
$19.75
-1.50%
INDUSTRIALS · Cap: $14.84B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 424% more annual revenue ($54.21B vs $10.35B). ZTO leads profitability with a 19.0% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 0.96. ZTO earns a higher WallStSmart Score of 78/100 (B+).
AGCO
Buy54
out of 100
Grade: C-
ZTO
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+65.7%
Fair Value
$72.49
Current Price
$19.75
$52.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 58.1% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Revenue surging 23.0% year-over-year
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bull Case : ZTO
The strongest argument for ZTO centers on P/E Ratio, EPS Growth, Altman Z-Score. Profitability is solid with margins at 19.0% and operating margin at 22.2%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : ZTO
The primary concerns for ZTO are PEG Ratio.
Key Dynamics to Monitor
AGCO profiles as a value stock while ZTO is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.07 — expect wider price swings.
ZTO is growing revenue faster at 23.0% — sustainability is the question.
ZTO generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (78/100 vs 54/100), backed by strong 19.0% margins and 23.0% revenue growth. 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 →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
Want to dig deeper into these stocks?