WallStSmart

AGCO Corporation (AGCO)vsThermo Fisher Scientific Inc (TMO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Thermo Fisher Scientific Inc generates 336% more annual revenue ($45.20B vs $10.37B). TMO leads profitability with a 15.1% profit margin vs 7.4%. AGCO appears more attractively valued with a PEG of 1.12. AGCO earns a higher WallStSmart Score of 71/100 (B).

AGCO

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 5.5Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.26

TMO

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 4.7Quality: 5.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AGCOSignificantly Overvalued (-20.5%)

Margin of Safety

-20.5%

Fair Value

$114.95

Current Price

$117.34

$2.39 premium

UndervaluedFair: $114.95Overvalued
TMOOvervalued (-13.7%)

Margin of Safety

-13.7%

Fair Value

$408.97

Current Price

$465.00

$56.03 premium

UndervaluedFair: $408.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AGCO3 strengths · Avg: 9.3/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
441.9%10/10

Earnings expanding 441.9% YoY

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

TMO1 strengths · Avg: 9.0/10
Market CapQuality
$176.32B9/10

Large-cap with strong market position

Areas to Watch

AGCO3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Free Cash FlowQuality
$-455.00M2/10

Negative free cash flow — burning cash

TMO3 concerns · Avg: 3.7/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

P/E RatioValuation
26.1x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AGCO

The strongest argument for AGCO centers on P/E Ratio, EPS Growth, Price/Book. Revenue growth of 14.3% demonstrates continued momentum. PEG of 1.12 suggests the stock is reasonably priced for its growth.

Bull Case : TMO

The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.

Bear Case : AGCO

The primary concerns for AGCO are Profit Margin, Operating Margin, Free Cash Flow.

Bear Case : TMO

The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AGCO profiles as a value stock while TMO is a mature play — different risk/reward profiles.

AGCO carries more volatility with a beta of 1.12 — expect wider price swings.

AGCO is growing revenue faster at 14.3% — sustainability is the question.

TMO generates stronger free cash flow (816M), providing more financial flexibility.

Bottom Line

AGCO scores higher overall (71/100 vs 62/100) and 14.3% 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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Thermo Fisher Scientific Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.

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