AGCO Corporation (AGCO)vsXPO Logistics Inc (XPO)
AGCO
AGCO Corporation
$121.10
-0.68%
INDUSTRIALS · Cap: $8.92B
XPO
XPO Logistics Inc
$182.18
-0.09%
INDUSTRIALS · Cap: $22.25B
Smart Verdict
WallStSmart Research — data-driven comparison
AGCO Corporation generates 21% more annual revenue ($10.35B vs $8.57B). AGCO leads profitability with a 5.2% profit margin vs 4.7%. AGCO appears more attractively valued with a PEG of 1.06. XPO earns a higher WallStSmart Score of 61/100 (C+).
AGCO
Buy52
out of 100
Grade: C-
XPO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AGCO.
Margin of Safety
-18.9%
Fair Value
$169.79
Current Price
$182.18
$12.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
Areas to Watch
5.2% margin — thin
Revenue declined 1.0%
Earnings declined 74.4%
Expensive relative to growth rate
Trading at 10.9x book value
Distress zone — elevated risk
4.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AGCO
The strongest argument for AGCO centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : AGCO
The primary concerns for AGCO are Profit Margin, Revenue Growth, EPS Growth.
Bear Case : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 55.9x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.70 — expect wider price swings.
XPO is growing revenue faster at 13.2% — sustainability is the question.
XPO generates stronger free cash flow (181M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (61/100 vs 52/100) and 13.2% revenue growth. Both earn "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 →XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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