AGCO Corporation (AGCO)vsPark Ohio Holdings Corp (PKOH)
AGCO
AGCO Corporation
$121.02
+5.76%
INDUSTRIALS · Cap: $8.29B
PKOH
Park Ohio Holdings Corp
$28.95
-2.43%
INDUSTRIALS · Cap: $425.06M
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 530% more annual revenue ($10.08B vs $1.60B). AGCO leads profitability with a 7.2% profit margin vs 1.5%. PKOH appears more attractively valued with a PEG of 1.09. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
PKOH
Buy59
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
+90.0%
Fair Value
$272.10
Current Price
$28.95
$243.15 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
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 40.0% YoY
Areas to Watch
1.1% revenue growth
7.2% margin — thin
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
1.5% margin — thin
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 : PKOH
The strongest argument for PKOH centers on Price/Book, P/E Ratio, EPS Growth. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : PKOH
The primary concerns for PKOH are Revenue Growth, Market Cap, Return on Equity. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
PKOH is growing revenue faster at 1.7% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGCO scores higher overall (68/100 vs 59/100). PKOH offers better value entry with a 90.0% 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 →Park Ohio Holdings Corp
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Park-Ohio Holdings Corp. The company is headquartered in Cleveland, Ohio.
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