AGCO Corporation (AGCO)vsKnight Transportation Inc (KNX)
AGCO
AGCO Corporation
$121.10
-0.68%
INDUSTRIALS · Cap: $8.92B
KNX
Knight Transportation Inc
$68.43
+0.67%
INDUSTRIALS · Cap: $11.52B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 34% more annual revenue ($10.35B vs $7.73B). AGCO leads profitability with a 5.2% profit margin vs 0.6%. KNX appears more attractively valued with a PEG of 0.29. KNX earns a higher WallStSmart Score of 63/100 (C+).
AGCO
Buy52
out of 100
Grade: C-
KNX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+49.1%
Fair Value
$135.28
Current Price
$68.42
$66.86 discount
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
Earnings expanding 23.8% YoY
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
0.6% margin — thin
Premium valuation, high expectations priced in
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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.6% demonstrates continued momentum. PEG of 0.29 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 : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 262.2x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
KNX carries more volatility with a beta of 1.18 — expect wider price swings.
KNX is growing revenue faster at 12.6% — sustainability is the question.
AGCO generates stronger free cash flow (108M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KNX scores higher overall (63/100 vs 52/100) and 12.6% 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 →Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
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