AGCO Corporation (AGCO)vsHerc Holdings Inc (HRI)
AGCO
AGCO Corporation
$121.10
-0.68%
INDUSTRIALS · Cap: $8.92B
HRI
Herc Holdings Inc
$140.96
-0.81%
INDUSTRIALS · Cap: $4.84B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 113% more annual revenue ($10.35B vs $4.86B). AGCO leads profitability with a 5.2% profit margin vs 1.0%. HRI appears more attractively valued with a PEG of 0.05. HRI earns a higher WallStSmart Score of 58/100 (C).
AGCO
Buy52
out of 100
Grade: C-
HRI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-63.9%
Fair Value
$110.35
Current Price
$140.96
$30.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 20.2% year-over-year
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
1.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : HRI
The strongest argument for HRI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : HRI
The primary concerns for HRI are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 86.2x leaves little room for execution misses. Debt-to-equity of 5.01 is elevated, increasing financial risk.
Key Dynamics to Monitor
AGCO profiles as a value stock while HRI is a growth play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.86 — expect wider price swings.
HRI is growing revenue faster at 20.2% — sustainability is the question.
AGCO generates stronger free cash flow (108M), providing more financial flexibility.
Bottom Line
HRI scores higher overall (58/100 vs 52/100) and 20.2% 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.
Visit Website →Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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