AGCO
Industrials · Farm & Heavy Construction Machinery
Performance
AGCO (AGCO) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
AGCO (AGCO) operates in the Farm & Heavy Construction Machinery space within the Industrials sector. With a market cap of $8.3B, it qualifies as a small-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Low P/E of 11.1× suggests the stock may be undervalued relative to earnings
- Revenue growth of 14% YoY shows solid business momentum
- Earnings grew 442% YoY — bottom-line is expanding fast
- ROE of 17.5% shows management efficiently converts equity into profit
- High debt-to-equity of 59.71× increases financial risk, especially with elevated interest rates
Verdict
Strong Buy
Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
1.07%
5Y Avg Annual
$3.3880
Last Payment
$0.3000
Ex-Date
05/15/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/15/2026 | 06/15/2026 | $0.3000 | 1.04% |
02/13/2026 | 03/16/2026 | $0.2900 | 1.01% |
11/14/2025 | 12/15/2025 | $0.2900 | 1.01% |
08/15/2025 | 09/15/2025 | $0.2900 | 1.01% |
05/15/2025 | 06/15/2025 | $0.2900 | 1.01% |
02/14/2025 | 03/17/2025 | $0.2900 | 1.01% |
11/15/2024 | 12/16/2024 | $0.2900 | 1.01% |
08/15/2024 | 09/15/2024 | $0.2900 | 1.01% |
Magic Number
Shares needed to self-fund your next purchase
$115.04
Price
$0.3000
Last div. (quarterly)
384
shares
Own 384 AGCO shares ($44,174.40) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$44,174.40
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 30, 2026
44
days
EPS (TTM)
$10.36
P/E (TTM)
11.1
Fwd P/E
14.2
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $115.04
Graham Number
√(22.5 × EPS × Book Value)
$117.61
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$70.37
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
9/10
90% score
Pays dividends
13Y hist.13+ years of dividend history
Dividend consistency (5Y+)
13 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
17.5%Return on equity — measures how efficiently capital is used
Positive profit margin
7.4%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+14.3%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+441.9%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
59.71×Low financial leverage reduces risk of distress
Current ratio above 1
1.29×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$84M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
1.07%Stock must distribute income to shareholders
Related Assets
Industrials
About AGCO
AGCO Corporation manufactures and distributes agricultural equipment and replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses. The company also provides grain storage bins and related drying and handling equipment systems; seed-processing systems; swine and poultry feed storage and delivery systems; ventilation and watering systems; and egg production systems and broiler production equipment. In addition, it offers round and rectangular balers, loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners for harvesting and packaging vegetative feeds used in cattle, dairy, horse, and renewable fuel industries. Further, the company provides implements, including disc harrows leveling seed beds and mixing chemicals with the soils; heavy tillage to break up soil and mix crop residue into topsoil; field cultivators that prepare smooth seed bed and destroy weeds; drills for small grain seeding; planters and other planting equipment; and loaders. Additionally, it offers combines for harvesting grain crops, such as corn, wheat, soybeans, and rice; and application equipment, including self-propelled, three- and four-wheeled vehicles, and related equipment for liquid and dry fertilizers and crop protection chemicals, and for after crops emerge from the ground, as well as produces diesel engines, gears, and generating sets. The company markets its products under the Fendt, Massey Ferguson, PTx, and Valtra brands through a network of independent dealers and distributors. AGCO Corporation was founded in 1990 and is headquartered in Duluth, Georgia.
Sector
Industrials
Industry
Farm & Heavy Construction Machinery
Location
Duluth, United States
Employees
22,000