📊 AGCO Key Takeaways
Is Agco Corp. /de (AGCO) a Good Investment?
AGCO demonstrates solid fundamental strength with robust profitability metrics (7.2% net margin, 17% ROE) and excellent cash generation (740M FCF). The company maintains a healthy balance sheet with manageable leverage (0.56x debt/equity) and strong interest coverage (8.7x), though the exceptional YoY revenue growth requires scrutiny for sustainability and accounting quality.
AGCO shows solid underlying fundamentals with healthy free cash flow generation, reasonable leverage, and good returns on equity. However, operating profitability is only moderate for a cyclical industrial business, and the extreme reported revenue growth versus nearly flat net income raises questions about growth quality and comparability of the period.
Why Buy Agco Corp. /de Stock? AGCO Key Strengths
- Strong cash flow generation with 740.2M free cash flow and 7.3% FCF margin
- Healthy profitability across all levels (25.5% gross margin, 5.9% operating margin, 7.2% net margin)
- Conservative capital structure with 0.56x debt/equity and 8.7x interest coverage ratio
- Solid return metrics with 17% ROE and 6.1% ROA indicating efficient capital deployment
- Adequate liquidity with 861.8M cash and 1.39x current ratio
- Strong free cash flow of $740.20M and positive operating cash flow support financial flexibility
- Balance sheet appears manageable with 0.56x debt-to-equity, 1.39x current ratio, and 8.7x interest coverage
- Profitability remains respectable with 25.5% gross margin, 7.2% net margin, and 17.0% ROE
AGCO Stock Risks: Agco Corp. /de Investment Risks
- Extreme revenue growth anomaly (+15283.7% YoY) suggests data quality issues or extraordinary one-time events requiring validation
- Weak quick ratio of 0.67x indicates potential short-term liquidity strain and inventory concentration
- Operating margin of 5.9% is lean for industrials, leaving limited downside protection in economic slowdown
- Significant insider activity (35 Form 4 filings) warrants investigation into motivations
- Agricultural equipment sector cyclicality exposes earnings to commodity price and farmer income volatility
- Operating margin of 5.9% leaves limited cushion if agricultural equipment demand weakens
- Quick ratio of 0.67x suggests liquidity depends meaningfully on inventory conversion and working capital management
- Reported revenue growth is unusually large relative to earnings growth, which may indicate weak growth quality or period mismatch in the data
Key Metrics to Watch
- Revenue growth sustainability and normalization in upcoming quarters
- Operating margin trend and management's ability to maintain pricing power
- Free cash flow consistency and capital allocation discipline
- Debt levels and leverage ratios given cyclical industry dynamics
- Working capital efficiency and inventory management
- Operating margin and gross margin trend
- Free cash flow consistency versus net income
Agco Corp. /de (AGCO) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Agco Corp. /de presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
AGCO Profit Margin, ROE & Profitability Analysis
AGCO vs Industrial Sector: How Agco Corp. /de Compares
How Agco Corp. /de compares to Industrial sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Agco Corp. /de Stock Overvalued? AGCO Valuation Analysis 2026
Based on fundamental analysis, Agco Corp. /de has mixed fundamental signals relative to the Industrial sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Agco Corp. /de Balance Sheet: AGCO Debt, Cash & Liquidity
AGCO Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Agco Corp. /de's revenue has grown significantly by 29% over the 5-year period, indicating strong business expansion. The most recent EPS of $15.63 reflects profitable operations.
AGCO Revenue Growth, EPS Growth & YoY Performance
AGCO Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $2.5B | $30.0M | $0.40 |
| Q2 2025 | $2.6B | -$199.1M | $-2.67 |
| Q1 2025 | $2.1B | $10.5M | $0.14 |
| Q3 2024 | $2.6B | $30.0M | $0.40 |
| Q2 2024 | $3.2B | -$199.1M | $-2.67 |
| Q1 2024 | $2.9B | $168.0M | $2.25 |
| Q3 2023 | $3.1B | $237.9M | $3.18 |
| Q2 2023 | $2.9B | $177.7M | $2.37 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Agco Corp. /de Dividends, Buybacks & Capital Allocation
AGCO SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Agco Corp. /de (CIK: 0000880266)
📋 Recent SEC Filings
❓ Frequently Asked Questions about AGCO
What is the AI rating for AGCO?
Agco Corp. /de (AGCO) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are AGCO's key strengths?
Claude: Strong cash flow generation with 740.2M free cash flow and 7.3% FCF margin. Healthy profitability across all levels (25.5% gross margin, 5.9% operating margin, 7.2% net margin). ChatGPT: Strong free cash flow of $740.20M and positive operating cash flow support financial flexibility. Balance sheet appears manageable with 0.56x debt-to-equity, 1.39x current ratio, and 8.7x interest coverage.
What are the risks of investing in AGCO?
Claude: Extreme revenue growth anomaly (+15283.7% YoY) suggests data quality issues or extraordinary one-time events requiring validation. Weak quick ratio of 0.67x indicates potential short-term liquidity strain and inventory concentration. ChatGPT: Operating margin of 5.9% leaves limited cushion if agricultural equipment demand weakens. Quick ratio of 0.67x suggests liquidity depends meaningfully on inventory conversion and working capital management.
What is AGCO's revenue and growth?
Agco Corp. /de reported revenue of $10.1B.
Does AGCO pay dividends?
Agco Corp. /de pays dividends, with $86.5M distributed to shareholders in the trailing twelve months.
Where can I find AGCO SEC filings?
Official SEC filings for Agco Corp. /de (CIK: 0000880266) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is AGCO's EPS?
Agco Corp. /de has a diluted EPS of $9.75.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is AGCO a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Agco Corp. /de has a BUY rating with 73% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is AGCO stock overvalued or undervalued?
Valuation metrics for AGCO: ROE of 17.0% (sector avg: 15%), net margin of 7.2% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.
Should I buy AGCO stock in 2026?
Our dual AI analysis gives Agco Corp. /de a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is AGCO's free cash flow?
Agco Corp. /de's operating cash flow is $988.1M, with capital expenditures of $247.9M. FCF margin is 7.3%.
How does AGCO compare to other Industrial stocks?
Vs Industrial sector averages: Net margin 7.2% (avg: 10%), ROE 17.0% (avg: 15%), current ratio 1.39 (avg: 1.8).