AGCO Corporation (AGCO)vsHEICO Corporation (HEI-A)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
HEI-A
HEICO Corporation
$244.77
-0.47%
INDUSTRIALS · Cap: $34.01B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 111% more annual revenue ($10.37B vs $4.91B). HEI-A leads profitability with a 16.1% 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
HEI-A
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-14.4%
Fair Value
$215.88
Current Price
$244.77
$28.89 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
Strong operational efficiency at 25.5%
Revenue surging 25.3% year-over-year
Earnings expanding 48.2% YoY
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 25.5%. Revenue growth of 25.3% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while HEI-A is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
HEI-A is growing revenue faster at 25.3% — sustainability is the question.
HEI-A generates stronger free cash flow (274M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 67/100) 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 →HEICO Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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