WallStSmart

AGCO Corporation (AGCO)vsLuxfer Holdings PLC (LXFR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 2521% more annual revenue ($10.08B vs $384.60M). AGCO leads profitability with a 7.2% profit margin vs 2.0%. 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

LXFR

Hold

47

out of 100

Grade: D+

Growth: 2.0Profit: 5.0Value: 6.7Quality: 5.0
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
LXFRUndervalued (+56.0%)

Margin of Safety

+56.0%

Fair Value

$35.37

Current Price

$15.05

$20.32 discount

UndervaluedFair: $35.37Overvalued

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

LXFR1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

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

LXFR4 concerns · Avg: 3.5/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

P/E RatioValuation
27.5x4/10

Moderate valuation

Market CapQuality
$351.12M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

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 : LXFR

The strongest argument for LXFR centers on Price/Book.

Bear Case : AGCO

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

Bear Case : LXFR

The primary concerns for LXFR are PEG Ratio, P/E Ratio, Market Cap. Thin 2.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

AGCO carries more volatility with a beta of 1.16 — expect wider price swings.

AGCO is growing revenue faster at 1.1% — 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 47/100). LXFR offers better value entry with a 56.0% margin of safety. Both earn "Strong Buy" and "Hold" 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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Luxfer Holdings PLC

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Luxfer Holdings PLC designs, manufactures and supplies high performance high pressure gas containment materials, components and devices for defense and emergency response, healthcare, transportation and general industrial end market applications. The company is headquartered in Manchester, the United Kingdom.

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