AGCO Corporation Common Stock (AGCO)

FairStock Score: 69/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Buffett/Graham-style investor, I start with the business. AGCO sells tractors and farm equipment worldwide—necessary, replacement-parts-heavy, but cyclical and capital-intensive. It does not appear to have a wide moat; competitors and farm cycles drive results. The financials show a turnaround: fiscal 2024, ended 2024-12-31, produced a net loss of $424.8M and diluted EPS of -$5.69, while fiscal 2025, ended 2025-12-31, returned to net income of $726.5M and diluted EPS of $9.75. But the latest filed quarter, fiscal Q2 2026 ended 2026-06-30, had revenue of $2.6B, net income of $77.2M, and diluted EPS of $1.08, far below fiscal Q2 2025's $314.8M and $4.22. That is a sharp profit decline and slightly negative revenue growth. At the 2026-10-13 close of $107.52, FairStock's P/E is 14.85 and P/B is 1.84. ROCE is only 3.47%, ROE 11.83%, debt-to-equity 0.66, and Altman Z-Score 1.68—not a fortress balance sheet. The Piotroski F-Score of 7/9 and $330.3M trailing free cash flow, a 4.4% FCF yield, are encouraging. Yet FairStock's Graham Number is $97.44, so the price has a -10.34% margin of safety, meaning it trades above that rough value measure. The Lynch category is TURNAROUND, because it returned to profit after a loss within three years. I would need evidence that margins and returns on capital are recovering, not just one good year, before calling this a compelling value.

In plain English: AGCO makes tractors, farm equipment, and replacement parts for farmers around the world. The company is profitable again after a loss, but profits have dropped sharply and the latest quarter was much weaker than the same quarter a year earlier. Based on its recent profits and financial value, the stock at $107.52 looks roughly fair to slightly expensive, with little room for disappointment.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer