WallStSmart

AGCO Corporation (AGCO)vsNow Inc (DNOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 153% more annual revenue ($10.35B vs $4.08B). AGCO leads profitability with a 5.2% profit margin vs -4.6%. DNOW earns a higher WallStSmart Score of 56/100 (C).

AGCO

Buy

52

out of 100

Grade: C-

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

DNOW

Buy

56

out of 100

Grade: C

Growth: 8.7Profit: 3.0Value: 5.3Quality: 6.5
Piotroski: 2/9Altman Z: 1.53
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AGCO.

DNOWUndervalued (+9.2%)

Margin of Safety

+9.2%

Fair Value

$18.24

Current Price

$15.65

$2.59 discount

UndervaluedFair: $18.24Overvalued

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

DNOW3 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
108.1%10/10

Revenue surging 108.1% year-over-year

EPS GrowthGrowth
90.5%10/10

Earnings expanding 90.5% 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%

DNOW4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-6.6%2/10

ROE of -6.6% — below average capital efficiency

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 : DNOW

The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 108.1% demonstrates continued momentum.

Bear Case : AGCO

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

Bear Case : DNOW

The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

AGCO profiles as a value stock while DNOW is a hypergrowth play — different risk/reward profiles.

AGCO carries more volatility with a beta of 1.09 — expect wider price swings.

DNOW is growing revenue faster at 108.1% — sustainability is the question.

DNOW generates stronger free cash flow (124M), providing more financial flexibility.

Bottom Line

DNOW scores higher overall (56/100 vs 52/100) and 108.1% revenue growth. Both earn "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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Now Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

NOW Inc. distributes downstream power and industrial products for oil refining, chemical processing, LNG terminals, power generation services, and industrial manufacturing operations in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.

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