AGCO Corporation (AGCO)vsSAP SE ADR (SAP)
AGCO
AGCO Corporation
$117.36
+0.85%
INDUSTRIALS · Cap: $8.50B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 265% more annual revenue ($36.80B vs $10.08B). SAP leads profitability with a 19.5% profit margin vs 7.2%. SAP appears more attractively valued with a PEG of 0.79. AGCO earns a higher WallStSmart Score of 68/100 (B-).
AGCO
Strong Buy68
out of 100
Grade: B-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.7%
Fair Value
$456.30
Current Price
$117.36
$338.94 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on P/E Ratio, Price/Book. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
AGCO carries more volatility with a beta of 1.11 — expect wider price swings.
SAP is growing revenue faster at 3.3% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), 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 58/100). 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 →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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