WallStSmart

AGCO Corporation (AGCO)vsSunbelt Rentals Holdings, Inc. (SUNB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sunbelt Rentals Holdings, Inc. generates 8% more annual revenue ($10.93B vs $10.08B). SUNB leads profitability with a 12.7% profit margin vs 7.2%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 68/100 (B-).

AGCO

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 6.0Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

SUNB

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 5.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-24.6%)

Margin of Safety

-24.6%

Fair Value

$111.12

Current Price

$121.02

$9.90 premium

UndervaluedFair: $111.12Overvalued

Intrinsic value data unavailable for SUNB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 9.3/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
922.0%10/10

Earnings expanding 922.0% YoY

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

SUNB1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

Areas to Watch

AGCO2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

SUNB2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

EPS GrowthGrowth
-6.8%2/10

Earnings declined 6.8%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SUNB

The strongest argument for SUNB centers on Free Cash Flow. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bear Case : AGCO

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

Bear Case : SUNB

The primary concerns for SUNB are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

SUNB carries more volatility with a beta of 1.66 — expect wider price swings.

SUNB is growing revenue faster at 2.7% — sustainability is the question.

SUNB generates stronger free cash flow (1.5B), 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 53/100). 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 →

Sunbelt Rentals Holdings, Inc.

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.

Want to dig deeper into these stocks?