AGCO CORP /DE · Farm Machinery & Equipment

AGCO

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The short version

A profitable company with steady sales. Institutions are adding.

Going well

Profitable
Brings in more cash than it spends
Pays a 1.1% dividend yield

Watch out for

Revenue down 13.5% from the year before

Money moves

No insider buying or selling in the last 30 days
Institutions added 4.2% to their holdings in the quarter ending June 2026 (262 bought, 212 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$104.25-1.8% that day

Company value: $7.3B; Share price times all shares
Price vs profit (P/E): 14.4x; You pay about $14 for each $1 of yearly profit
Price vs sales: 0.71x; Company value is 0.71 times a year of sales
Dividend yield: 1.1%; Yearly dividend as a share of today's price
Cash vs value: 8%; Cash as a share of company value
Debt vs value: 33%; Debt as a share of company value

From AGCO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$2.6B-1.0% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $10.3B, up 1.7% from the 12 months before. Over 5 years, sales grew about 2.0% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of AGCO. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +1.7% a yearProfit margin5%Last 12 months: 5.2%P/E at the end14xToday: 14.4x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$11.4B

Profit in 5 years$571M

Price these guesses point to$114.21+9.6% vs $104.25 todayAbout +1.8% a year, before dividends

What today's price needs: with a 5% margin and a 14x P/E, sales would have to grow about 0.2% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.18.1%
MissDebt under half of equityNot relying on borrowed money.0.56x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.2%
MissProfitable every yearSteady profits, not one good year.9 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$740.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.5% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.25.5%

Revenue: $10.1B; -13.5% vs prior year
5-year growth: +2.0%/yr; revenue, per year
Total debt: $2.4B; 0.56x equity
Current ratio: 1.39x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.