AGCO Corporation (AGCO)vsDistribution Solutions Group Inc (DSGR)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
DSGR
Distribution Solutions Group Inc
$27.06
+0.41%
INDUSTRIALS · Cap: $1.24B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 409% more annual revenue ($10.08B vs $1.98B). AGCO leads profitability with a 7.2% profit margin vs 0.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
DSGR
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$121.02
$9.90 premium
Margin of Safety
+71.7%
Fair Value
$109.97
Current Price
$27.06
$82.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
0.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : DSGR
The strongest argument for DSGR centers on Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : DSGR
The primary concerns for DSGR are Revenue Growth, Market Cap, Return on Equity. A P/E of 149.7x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
AGCO is growing revenue faster at 1.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (68/100 vs 44/100). DSGR offers better value entry with a 71.7% 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 →Distribution Solutions Group Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Lawson Products, Inc. sells and distributes specialty products for the industrial, commercial, institutional and government maintenance, repair and operations market. The company is headquartered in Chicago, Illinois.
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