WallStSmart

AGCO Corporation (AGCO)vsCSX Corporation (CSX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CSX Corporation generates 40% more annual revenue ($14.51B vs $10.35B). CSX leads profitability with a 22.2% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 1.06. CSX earns a higher WallStSmart Score of 71/100 (B).

AGCO

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

CSX

Strong Buy

71

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 6.7Quality: 3.5
Piotroski: 2/9Altman Z: 1.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGCO.

CSXUndervalued (+32.0%)

Margin of Safety

+32.0%

Fair Value

$71.94

Current Price

$48.95

$22.99 discount

UndervaluedFair: $71.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

CSX5 strengths · Avg: 9.0/10
Operating MarginProfitability
38.4%10/10

Strong operational efficiency at 38.4%

Market CapQuality
$90.68B9/10

Large-cap with strong market position

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

Areas to Watch

AGCO3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

EPS GrowthGrowth
-74.4%2/10

Earnings declined 74.4%

CSX4 concerns · Avg: 3.5/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Debt/EquityHealth
1.373/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : CSX

The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 22.2% and operating margin at 38.4%. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.

Bear Case : CSX

The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.

Key Dynamics to Monitor

AGCO profiles as a value stock while CSX is a mature play — different risk/reward profiles.

CSX carries more volatility with a beta of 1.21 — expect wider price swings.

CSX is growing revenue faster at 10.1% — sustainability is the question.

CSX generates stronger free cash flow (751M), providing more financial flexibility.

Bottom Line

CSX scores higher overall (71/100 vs 52/100), backed by strong 22.2% margins and 10.1% 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.

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CSX Corporation

INDUSTRIALS · RAILROADS · USA

CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. Based in Richmond, Virginia, USA after the merger, in 2003 the CSX Corporation headquarters moved to Jacksonville, Florida.

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