AGCO Corporation (AGCO)vsGraham Holdings Co (GHC)
AGCO
AGCO Corporation
$102.16
-1.20%
INDUSTRIALS · Cap: $7.44B
GHC
Graham Holdings Co
$1,170.09
-1.40%
INDUSTRIALS · Cap: $5.10B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 104% more annual revenue ($10.35B vs $5.07B). GHC leads profitability with a 10.7% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 0.96. GHC earns a higher WallStSmart Score of 66/100 (B-).
AGCO
Buy54
out of 100
Grade: C-
GHC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-24.0%
Fair Value
$894.37
Current Price
$1170.09
$275.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 676.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
ROE of 6.3% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bull Case : GHC
The strongest argument for GHC centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, PEG Ratio.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.07 — expect wider price swings.
GHC is growing revenue faster at 7.1% — sustainability is the question.
AGCO generates stronger free cash flow (108M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GHC scores higher overall (66/100 vs 54/100). 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.
Visit Website →Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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