AGCO Corporation (AGCO)vsNavios Maritime Partners LP Unit (NMM)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
NMM
Navios Maritime Partners LP Unit
$71.68
+0.39%
INDUSTRIALS · Cap: $2.14B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 643% more annual revenue ($10.37B vs $1.40B). NMM leads profitability with a 25.1% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. NMM earns a higher WallStSmart Score of 77/100 (B+).
AGCO
Strong Buy71
out of 100
Grade: B
NMM
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
+28.9%
Fair Value
$87.72
Current Price
$71.68
$16.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 441.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.3%
Earnings expanding 163.2% YoY
Keeps 25 of every $100 in revenue as profit
17.4% revenue growth
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Debt/Equity. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.1% and operating margin at 34.3%. Revenue growth of 17.4% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
AGCO profiles as a value stock while NMM is a growth play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.08 — expect wider price swings.
NMM is growing revenue faster at 17.4% — sustainability is the question.
NMM generates stronger free cash flow (54M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (77/100 vs 71/100), backed by strong 25.1% margins and 17.4% revenue growth. Both earn "Strong Buy" and "Strong 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 →Navios Maritime Partners LP Unit
INDUSTRIALS · MARINE SHIPPING · USA
Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.
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