AGCO Corporation (AGCO)vsNordson Corporation (NDSN)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
NDSN
Nordson Corporation
$280.34
-0.51%
INDUSTRIALS · Cap: $15.64B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 254% more annual revenue ($10.08B vs $2.85B). NDSN leads profitability with a 18.4% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
NDSN
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.6%
Fair Value
$111.12
Current Price
$121.02
$9.90 premium
Margin of Safety
-74.3%
Fair Value
$168.99
Current Price
$280.34
$111.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 922.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 25.0%
Earnings expanding 44.2% YoY
Areas to Watch
1.1% revenue growth
7.2% 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. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : NDSN
The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.4% and operating margin at 25.0%.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : NDSN
The primary concerns for NDSN are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
AGCO profiles as a value stock while NDSN is a mature play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
NDSN is growing revenue faster at 8.8% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (68/100 vs 65/100). 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.
Visit Website →Nordson Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.
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