AGCO Corporation (AGCO)vsNavios Maritime Partners LP Unit (NMM)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
NMM
Navios Maritime Partners LP Unit
$70.82
-1.50%
INDUSTRIALS · Cap: $2.02B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 650% more annual revenue ($10.08B vs $1.34B). NMM leads profitability with a 21.2% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. NMM earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy68
out of 100
Grade: B-
NMM
Strong Buy71
out of 100
Grade: B
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
+38.8%
Fair Value
$101.82
Current Price
$70.82
$31.00 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.1%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 28.2% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 34.1%.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : NMM
The primary concerns for NMM are PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
AGCO profiles as a value stock while NMM is a mature play — different risk/reward profiles.
NMM carries more volatility with a beta of 1.24 — expect wider price swings.
NMM is growing revenue faster at 9.9% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
NMM scores higher overall (71/100 vs 68/100), backed by strong 21.2% margins. 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.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?