AGCO Corporation (AGCO)vsZTO Express (Cayman) Inc (ZTO)
AGCO
AGCO Corporation
$121.10
-0.68%
INDUSTRIALS · Cap: $8.92B
ZTO
ZTO Express (Cayman) Inc
$20.61
-1.15%
INDUSTRIALS · Cap: $15.87B
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 1.06. ZTO earns a higher WallStSmart Score of 80/100 (B+).
AGCO
Buy52
out of 100
Grade: C-
ZTO
Strong Buy80
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
$72.52
Current Price
$20.61
$51.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
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%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 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
No major red flags identified for ZTO, but monitor valuation.
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 1.09 — 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 (80/100 vs 52/100), 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
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