WallStSmart

AGCO Corporation (AGCO)vsRBC Bearings Incorporated (RBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AGCO Corporation generates 430% more annual revenue ($10.35B vs $1.95B). RBC leads profitability with a 16.4% profit margin vs 5.2%. AGCO appears more attractively valued with a PEG of 1.06. RBC earns a higher WallStSmart Score of 65/100 (B-).

AGCO

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 6.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.26

RBC

Strong Buy

65

out of 100

Grade: B-

Growth: 8.0Profit: 7.5Value: 4.3Quality: 8.0
Piotroski: 4/9Altman Z: 2.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

RBC4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Operating MarginProfitability
27.2%8/10

Strong operational efficiency at 27.2%

Revenue GrowthGrowth
19.2%8/10

19.2% revenue growth

EPS GrowthGrowth
47.5%8/10

Earnings expanding 47.5% YoY

Areas to Watch

AGCO3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Revenue GrowthGrowth
-1.0%2/10

Revenue declined 1.0%

EPS GrowthGrowth
-74.4%2/10

Earnings declined 74.4%

RBC2 concerns · Avg: 3.0/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

P/E RatioValuation
48.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bull Case : RBC

The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 27.2%. Revenue growth of 19.2% demonstrates continued momentum.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.

Bear Case : RBC

The primary concerns for RBC are PEG Ratio, P/E Ratio. A P/E of 48.3x leaves little room for execution misses.

Key Dynamics to Monitor

AGCO profiles as a value stock while RBC is a growth play — different risk/reward profiles.

RBC carries more volatility with a beta of 1.40 — expect wider price swings.

RBC is growing revenue faster at 19.2% — sustainability is the question.

RBC generates stronger free cash flow (147M), providing more financial flexibility.

Bottom Line

RBC scores higher overall (65/100 vs 52/100), backed by strong 16.4% margins and 19.2% revenue growth. 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.

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RBC Bearings Incorporated

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

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