WallStSmart

AGCO Corporation (AGCO)vsKennametal Inc (KMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 397% more annual revenue ($10.08B vs $2.03B). AGCO leads profitability with a 7.2% profit margin vs 5.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).

AGCO

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

KMT

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 5.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-24.6%)

Margin of Safety

-24.6%

Fair Value

$111.12

Current Price

$121.02

$9.90 premium

UndervaluedFair: $111.12Overvalued
KMTOvervalued (-6.0%)

Margin of Safety

-6.0%

Fair Value

$37.99

Current Price

$38.55

$0.56 premium

UndervaluedFair: $37.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 9.3/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
922.0%10/10

Earnings expanding 922.0% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

KMT2 strengths · Avg: 9.0/10
EPS GrowthGrowth
91.3%10/10

Earnings expanding 91.3% YoY

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

AGCO2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

KMT3 concerns · Avg: 3.3/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bull Case : KMT

The strongest argument for KMT centers on EPS Growth, Price/Book. PEG of 1.25 suggests the stock is reasonably priced for its growth.

Bear Case : AGCO

The primary concerns for AGCO are Revenue Growth, Profit Margin.

Bear Case : KMT

The primary concerns for KMT are P/E Ratio, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

KMT carries more volatility with a beta of 1.47 — expect wider price swings.

KMT is growing revenue faster at 9.8% — sustainability is the question.

AGCO generates stronger free cash flow (675M), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AGCO scores higher overall (68/100 vs 63/100). 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.

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Kennametal Inc

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Kennametal Inc. develops and applies tungsten carbides, ceramics and super hard materials and solutions for use in extreme wear and metal cutting applications to enable customers to work against corrosion and high temperature conditions around the world. The company is headquartered in Pittsburgh, Pennsylvania.

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