AGCO Corporation (AGCO)vsRXO Inc. (RXO)
AGCO
AGCO Corporation
$113.92
-2.89%
INDUSTRIALS · Cap: $8.15B
RXO
RXO Inc.
$25.82
-2.79%
INDUSTRIALS · Cap: $4.68B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 81% more annual revenue ($10.37B vs $5.73B). AGCO leads profitability with a 7.4% profit margin vs -1.8%. 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
RXO
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-42.3%
Fair Value
$11.48
Current Price
$25.82
$14.34 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
Reasonable price relative to book value
Areas to Watch
7.4% margin — thin
Operating margin of 3.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 0.6%
Earnings declined 93.2%
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 : RXO
The strongest argument for RXO centers on Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AGCO profiles as a value stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.97 — expect wider price swings.
AGCO is growing revenue faster at 14.3% — sustainability is the question.
RXO generates stronger free cash flow (-24M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (71/100 vs 32/100) and 14.3% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a prominent player in the transportation and logistics sector, dedicated to providing cutting-edge freight solutions throughout North America. By harnessing state-of-the-art technology and data analytics, RXO enhances supply chain efficiency and cost-effectiveness for a diverse range of clients. The company's emphasis on sustainability and ongoing innovation bolsters its operational excellence and competitive positioning within the rapidly changing logistics market. With an extensive network and strategic partnerships, RXO is well-prepared to adapt to the evolving demands of the industry, presenting a compelling opportunity for institutional investors seeking growth potential in logistics.
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