WallStSmart

AGCO Corporation (AGCO)vsCurtiss-Wright Corporation (CW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 197% more annual revenue ($10.37B vs $3.50B). CW leads profitability with a 13.8% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).

AGCO

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 5.5Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

CW

Buy

61

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 3.7Quality: 6.0
Piotroski: 6/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-20.5%)

Margin of Safety

-20.5%

Fair Value

$114.95

Current Price

$117.34

$2.39 premium

UndervaluedFair: $114.95Overvalued

Intrinsic value data unavailable for CW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 9.3/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
441.9%10/10

Earnings expanding 441.9% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

CW1 strengths · Avg: 8.0/10
Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

AGCO3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Free Cash FlowQuality
$-455.00M2/10

Negative free cash flow — burning cash

CW3 concerns · Avg: 3.3/10
PEG RatioValuation
2.004/10

Expensive relative to growth rate

Price/BookValuation
10.6x4/10

Trading at 10.6x book value

P/E RatioValuation
53.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : CW

The strongest argument for CW centers on Operating Margin. Revenue growth of 14.9% demonstrates continued momentum.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.

Bear Case : CW

The primary concerns for CW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.

Key Dynamics to Monitor

AGCO carries more volatility with a beta of 1.12 — expect wider price swings.

CW is growing revenue faster at 14.9% — sustainability is the question.

CW generates stronger free cash flow (315M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AGCO scores higher overall (71/100 vs 61/100) and 14.3% 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.

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Curtiss-Wright Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Curtiss-Wright Corporation designs, manufactures and repairs precision components and engineering products and services primarily for the aerospace, defense, general industrial and power generation markets worldwide.

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