AGCO Corporation (AGCO)vsOld Dominion Freight Line Inc (ODFL)
AGCO
AGCO Corporation
$116.41
-2.89%
INDUSTRIALS · Cap: $8.15B
ODFL
Old Dominion Freight Line Inc
$245.52
-3.39%
INDUSTRIALS · Cap: $51.11B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 90% more annual revenue ($10.37B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).
AGCO
Strong Buy71
out of 100
Grade: B
ODFL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-78.2%
Fair Value
$137.89
Current Price
$245.52
$107.63 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
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 : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 23.8%.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
AGCO profiles as a value stock while ODFL is a declining play — different risk/reward profiles.
ODFL carries more volatility with a beta of 1.18 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 46/100) and 14.3% revenue growth. 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.
Visit Website →Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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