AGCO Corporation (AGCO)vsDonaldson Company Inc (DCI)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
DCI
Donaldson Company Inc
$83.65
-0.48%
INDUSTRIALS · Cap: $10.01B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 172% more annual revenue ($10.37B vs $3.81B). DCI leads profitability with a 11.5% 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 Buy71
out of 100
Grade: B
DCI
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-73.0%
Fair Value
$63.93
Current Price
$83.65
$19.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 108.3% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : DCI
The strongest argument for DCI centers on EPS Growth, Altman Z-Score, Return on Equity.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
DCI generates stronger free cash flow (112M), 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 66/100) and 14.3% revenue growth. Both earn "Strong Buy" and "Strong 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 →Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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