AGCO Corporation (AGCO)vsLouisiana-Pacific Corporation (LPX)
AGCO
AGCO Corporation
$117.71
-2.10%
INDUSTRIALS · Cap: $8.52B
LPX
Louisiana-Pacific Corporation
$75.49
+4.14%
INDUSTRIALS · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 306% more annual revenue ($10.37B vs $2.56B). AGCO leads profitability with a 7.4% profit margin vs 3.2%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
LPX
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.5%
Fair Value
$114.95
Current Price
$117.71
$2.76 premium
Margin of Safety
-8.2%
Fair Value
$89.70
Current Price
$75.49
$14.21 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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
ROE of 4.8% — below average capital efficiency
3.2% margin — thin
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 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 : LPX
The strongest argument for LPX centers on Altman Z-Score, Debt/Equity.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : LPX
The primary concerns for LPX are Return on Equity, Profit Margin, PEG Ratio. A P/E of 64.5x leaves little room for execution misses. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
LPX carries more volatility with a beta of 1.59 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
LPX generates stronger free cash flow (-99M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (71/100 vs 35/100) and 14.3% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Louisiana-Pacific Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Louisiana-Pacific Corporation, manufactures and markets construction products primarily for use in the construction, repair and remodeling of new homes and outdoor structures markets. The company is headquartered in Nashville, Tennessee.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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