AGCO Corporation (AGCO)vsCanadian National Railway Company (CNI)
AGCO
AGCO Corporation
$102.16
-1.20%
INDUSTRIALS · Cap: $7.44B
CNI
Canadian National Railway Company
$124.31
-0.97%
INDUSTRIALS · Cap: $74.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian National Railway Company generates 72% more annual revenue ($17.76B vs $10.35B). CNI leads profitability with a 26.9% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 0.96. CNI earns a higher WallStSmart Score of 69/100 (B-).
AGCO
Buy54
out of 100
Grade: C-
CNI
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+2.5%
Fair Value
$109.08
Current Price
$124.31
$15.23 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
Strong operational efficiency at 40.3%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
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 : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 26.9% and operating margin at 40.3%. Revenue growth of 11.3% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : CNI
The primary concerns for CNI are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
AGCO profiles as a value stock while CNI is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.07 — expect wider price swings.
CNI is growing revenue faster at 11.3% — sustainability is the question.
CNI generates stronger free cash flow (916M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (69/100 vs 54/100), backed by strong 26.9% margins and 11.3% 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 →Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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