AGCO Corporation (AGCO)vsCustom Truck One Source Inc (CTOS)
AGCO
AGCO Corporation
$117.34
-0.31%
INDUSTRIALS · Cap: $8.52B
CTOS
Custom Truck One Source Inc
$9.70
-0.72%
INDUSTRIALS · Cap: $2.30B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 423% more annual revenue ($10.37B vs $1.98B). AGCO leads profitability with a 7.4% profit margin vs -0.9%. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
CTOS
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.5%
Fair Value
$114.95
Current Price
$117.34
$2.39 premium
Margin of Safety
+50.7%
Fair Value
$14.39
Current Price
$9.70
$4.69 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
ROE of -2.1% — below average capital efficiency
Earnings declined 26.5%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : CTOS
The strongest argument for CTOS centers on Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : CTOS
The primary concerns for CTOS are Return on Equity, EPS Growth, Profit Margin.
Key Dynamics to Monitor
AGCO profiles as a value stock while CTOS is a turnaround play — different risk/reward profiles.
CTOS carries more volatility with a beta of 1.12 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
CTOS generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 36/100) and 14.3% revenue growth. CTOS offers better value entry with a 50.7% margin of safety. Both earn "Strong 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.
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