AGCO Corporation (AGCO)vsJacobs Solutions Inc. (J)
AGCO
AGCO Corporation
$117.34
-0.31%
INDUSTRIALS · Cap: $8.52B
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 27% more annual revenue ($13.17B vs $10.37B). AGCO leads profitability with a 7.4% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.5%
Fair Value
$114.95
Current Price
$117.34
$2.39 premium
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO profiles as a value stock while J is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.12 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
AGCO generates stronger free cash flow (-455M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 52/100) and 14.3% 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 →Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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