AGCO Corporation (AGCO)vsCustom Truck One Source Inc (CTOS)
AGCO
AGCO Corporation
$119.90
+0.09%
INDUSTRIALS · Cap: $8.39B
CTOS
Custom Truck One Source Inc
$9.63
+2.67%
INDUSTRIALS · Cap: $2.10B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 408% more annual revenue ($10.35B vs $2.04B). AGCO leads profitability with a 5.2% profit margin vs 1.1%. AGCO trades at a lower P/E of 16.6x. AGCO earns a higher WallStSmart Score of 54/100 (C-).
AGCO
Buy54
out of 100
Grade: C-
CTOS
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-77.7%
Fair Value
$3.99
Current Price
$9.63
$5.64 premium
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
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
1.1% margin — thin
Premium valuation, high expectations priced in
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : CTOS
The strongest argument for CTOS centers on Price/Book. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : CTOS
The primary concerns for CTOS are Profit Margin, P/E Ratio, Return on Equity. A P/E of 102.8x leaves little room for execution misses. Debt-to-equity of 2.97 is elevated, increasing financial risk.
Key Dynamics to Monitor
CTOS carries more volatility with a beta of 1.35 — expect wider price swings.
CTOS is growing revenue faster at 10.2% — sustainability is the question.
AGCO generates stronger free cash flow (108M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (54/100 vs 41/100). Both earn "Buy" and "Hold" 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 →Custom Truck One Source Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Custom Truck One Source, Inc. provides specialized equipment rental services to the electrical, telecommunications, and railroad transmission and distribution industries in North America. The company is headquartered in Kansas City, Missouri.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?