AGCO Corporation (AGCO)vsUniversal Logistics Holdings Inc (ULH)
AGCO
AGCO Corporation
$120.23
+4.96%
INDUSTRIALS · Cap: $8.58B
ULH
Universal Logistics Holdings Inc
$13.98
+13.84%
INDUSTRIALS · Cap: $590.24M
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 553% more annual revenue ($10.08B vs $1.54B). AGCO leads profitability with a 7.2% profit margin vs -7.1%. AGCO appears more attractively valued with a PEG of 1.16. AGCO earns a higher WallStSmart Score of 66/100 (B-).
AGCO
Strong Buy66
out of 100
Grade: B-
ULH
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.1%
Fair Value
$111.53
Current Price
$120.23
$8.70 premium
Margin of Safety
+73.5%
Fair Value
$59.99
Current Price
$13.98
$46.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 922.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.2% margin — thin
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 1.3%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : ULH
The strongest argument for ULH centers on Price/Book.
Bear Case : AGCO
The primary concerns for AGCO are Revenue Growth, Profit Margin.
Bear Case : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
AGCO profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
AGCO carries more volatility with a beta of 1.16 — expect wider price swings.
AGCO is growing revenue faster at 1.1% — sustainability is the question.
AGCO generates stronger free cash flow (675M), providing more financial flexibility.
Bottom Line
AGCO scores higher overall (66/100 vs 32/100). ULH offers better value entry with a 73.5% margin of safety. 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 →Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
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