AGCO Corporation (AGCO)vsHEICO Corporation (HEI-A)
AGCO
AGCO Corporation
$102.16
-1.20%
INDUSTRIALS · Cap: $7.15B
HEI-A
HEICO Corporation
$245.00
+5.22%
INDUSTRIALS · Cap: $31.95B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 100% more annual revenue ($10.35B vs $5.18B). HEI-A leads profitability with a 16.4% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 0.82. HEI-A earns a higher WallStSmart Score of 69/100 (B-).
AGCO
Buy56
out of 100
Grade: C
HEI-A
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-6.7%
Fair Value
$231.42
Current Price
$245.00
$13.58 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
Strong operational efficiency at 25.1%
Revenue surging 23.1% year-over-year
Earnings expanding 32.5% YoY
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
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 Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.82 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 16.4% and operating margin at 25.1%. Revenue growth of 23.1% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
AGCO profiles as a value stock while HEI-A is a growth play — different risk/reward profiles.
HEI-A carries more volatility with a beta of 1.09 — expect wider price swings.
HEI-A is growing revenue faster at 23.1% — sustainability is the question.
HEI-A generates stronger free cash flow (323M), providing more financial flexibility.
Bottom Line
HEI-A scores higher overall (69/100 vs 56/100), backed by strong 16.4% margins and 23.1% revenue growth. 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 →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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