AGCO Corporation (AGCO)vsMcKesson Corporation (MCK)
AGCO
AGCO Corporation
$116.37
+1.98%
INDUSTRIALS · Cap: $7.91B
MCK
McKesson Corporation
$881.94
+0.56%
HEALTHCARE · Cap: $109.34B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 3847% more annual revenue ($397.96B vs $10.08B). MCK leads profitability with a 109.0% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.07. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
MCK
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$456.30
Current Price
$116.37
$339.93 discount
Margin of Safety
+41.2%
Fair Value
$1621.15
Current Price
$881.94
$739.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Revenue surging 110.0% year-over-year
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Keeps 109 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Areas to Watch
7.2% margin — thin
Moderate valuation
ROE of 0.0% — below average capital efficiency
Operating margin of 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 110.0% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : MCK
The strongest argument for MCK centers on Profit Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 109.0% and operating margin at 1.6%. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin.
Bear Case : MCK
The primary concerns for MCK are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
AGCO profiles as a hypergrowth stock while MCK is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.11 — expect wider price swings.
AGCO is growing revenue faster at 110.0% — sustainability is the question.
MCK generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (68/100 vs 57/100) and 110.0% revenue growth. MCK offers better value entry with a 41.2% margin of safety. 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 →McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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