CNH
CNH Industrial N.V.
Agricultural - Machinery
Market Cap$13.42B
5Y Perf.+75.9%
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Stock Comparison
CNH vs AGCO
Revenue, margins, valuation, and 5-year total return — side by side.
AGCO
AGCO Corporation
Agricultural - Machinery
Market Cap$8.71B
5Y Perf.+117.7%
CNH vs AGCO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CNH | AGCO |
|---|---|---|
| Industry | Agricultural - Machinery | Agricultural - Machinery |
| Market Cap | $13.42B | $8.71B |
| Revenue (TTM) | $18.09B | $10.37B |
| Net Income (TTM) | $386M | $771M |
| Gross Margin | 31.4% | 24.9% |
| Operating Margin | 14.6% | 6.9% |
| Forward P/E | 26.1x | 20.8x |
| Total Debt | $27.03B | $2.69B |
| Cash & Equiv. | $3.23B | $862M |
CNH vs AGCO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CNH
AGCO
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| CNH Industrial N.V. (CNH) | 100 | 175.9 | +75.9% |
| AGCO Corporation (AGCO) | 100 | 217.7 | +117.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CNH vs AGCO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AGCO leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. CNH Industrial N.V. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
CNH
CNH Industrial N.V.
The Income Pick
CNH is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 0 yrs, beta 1.15, yield 2.5%
- Rev growth -8.8%, EPS growth -58.6%, 3Y rev CAGR -8.4%
- Beta 1.15, yield 2.5%, current ratio 7.75x
Best for: income & stability and growth exposure
AGCO
AGCO Corporation
The Long-Run Compounder
AGCO carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 181.1% 10Y total return vs CNH's 81.4%
- Lower volatility, beta 1.10, Low D/E 58.7%, current ratio 1.39x
- Lower P/E (20.8x vs 26.1x)
Best for: long-term compounding and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CNH | -8.8% revenue growth vs AGCO's -13.5% |
| Value | AGCO | Lower P/E (20.8x vs 26.1x) |
| Quality / Margins | AGCO | 7.4% margin vs CNH's 2.1% |
| Stability / Safety | AGCO | Beta 1.10 vs CNH's 1.15, lower leverage |
| Dividends | CNH | 2.5% yield, vs AGCO's 1.0% |
| Momentum (1Y) | AGCO | +28.7% vs CNH's -10.6% |
| Efficiency (ROA) | AGCO | 6.3% ROA vs CNH's 0.9%, ROIC 8.3% vs 6.6% |
CNH vs AGCO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CNH vs AGCO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAGCOLAGGINGCNH
CNHCNH Industrial N.V.
1leads
AGCOAGCO Corporation
3leads
6 Total Categories
CATEGORYLEADERvs CNHMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AGCO9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
AGCO5/6
Risk & VolatilityBeta, volatility, and downside exposure
AGCO2/2
Analyst OutlookRatings, price targets, and dividends
CNH1/1
Income & Cash Flow (Last 12 Months)
Evenly matched — CNH and AGCO each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CNH is the larger business by revenue, generating $18.1B annually — 1.7x AGCO's $10.4B. AGCO is the more profitable business, keeping 7.4% of every revenue dollar as net income compared to CNH's 2.1%. On growth, AGCO holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| RevenueTrailing 12 months | $18.1B | $10.4B |
| EBITDAEarnings before interest/tax | $3.3B | $963M |
| Net IncomeAfter-tax profit | $386M | $771M |
| Free Cash FlowCash after capex | $1.8B | $546M |
| Gross MarginGross profit ÷ Revenue | +31.4% | +24.9% |
| Operating MarginEBIT ÷ Revenue | +14.6% | +6.9% |
| Net MarginNet income ÷ Revenue | +2.1% | +7.4% |
| FCF MarginFCF ÷ Revenue | +10.2% | +5.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.1% | +14.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -94.4% | +4.4% |
Evenly matched — CNH and AGCO each lead in 3 of 6 comparable metrics.
Valuation Metrics
Evenly matched — CNH and AGCO each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 12.3x trailing earnings, AGCO trades at a 53% valuation discount to CNH's 26.4x P/E. On an enterprise value basis, AGCO's 10.3x EV/EBITDA is more attractive than CNH's 10.9x.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| Market CapShares × price | $13.4B | $8.7B |
| Enterprise ValueMkt cap + debt − cash | $37.2B | $10.5B |
| Trailing P/EPrice ÷ TTM EPS | 26.39x | 12.33x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.07x | 20.80x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.07x |
| EV / EBITDAEnterprise value multiple | 10.89x | 10.26x |
| Price / SalesMarket cap ÷ Revenue | 0.74x | 0.86x |
| Price / BookPrice ÷ Book value/share | 1.73x | 1.96x |
| Price / FCFMarket cap ÷ FCF | 6.73x | 11.76x |
Evenly matched — CNH and AGCO each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
AGCO leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
AGCO delivers a 16.7% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $5 for CNH. AGCO carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to CNH's 3.45x. On the Piotroski fundamental quality scale (0–9), AGCO scores 8/9 vs CNH's 6/9, reflecting strong financial health.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| ROE (TTM)Return on equity | +4.9% | +16.7% |
| ROA (TTM)Return on assets | +0.9% | +6.3% |
| ROICReturn on invested capital | +6.6% | +8.3% |
| ROCEReturn on capital employed | +8.3% | +9.0% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 8 |
| Debt / EquityFinancial leverage | 3.45x | 0.59x |
| Net DebtTotal debt minus cash | $23.8B | $1.8B |
| Cash & Equiv.Liquid assets | $3.2B | $862M |
| Total DebtShort + long-term debt | $27.0B | $2.7B |
| Interest CoverageEBIT ÷ Interest expense | 1.76x | 10.36x |
AGCO leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
AGCO leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AGCO five years ago would be worth $9,038 today (with dividends reinvested), compared to $7,508 for CNH. Over the past 12 months, AGCO leads with a +28.7% total return vs CNH's -10.6%. The 3-year compound annual growth rate (CAGR) favors AGCO at 1.1% vs CNH's -7.2% — a key indicator of consistent wealth creation.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| YTD ReturnYear-to-date | +15.7% | +13.9% |
| 1-Year ReturnPast 12 months | -10.6% | +28.7% |
| 3-Year ReturnCumulative with dividends | -20.0% | +3.3% |
| 5-Year ReturnCumulative with dividends | -24.9% | -9.6% |
| 10-Year ReturnCumulative with dividends | +81.4% | +181.1% |
| CAGR (3Y)Annualised 3-year return | -7.2% | +1.1% |
AGCO leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
AGCO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AGCO is the less volatile stock with a 1.10 beta — it tends to amplify market swings less than CNH's 1.15 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AGCO currently trades 83.6% from its 52-week high vs CNH's 75.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.15x | 1.10x |
| 52-Week HighHighest price in past year | $14.27 | $143.78 |
| 52-Week LowLowest price in past year | $9.00 | $93.30 |
| % of 52W HighCurrent price vs 52-week peak | +75.8% | +83.6% |
| RSI (14)Momentum oscillator 0–100 | 44.5 | 44.6 |
| Avg Volume (50D)Average daily shares traded | 15.2M | 698K |
AGCO leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
CNH leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates CNH as "Buy" and AGCO as "Buy". Consensus price targets imply 22.5% upside for CNH (target: $13) vs 5.9% for AGCO (target: $127). For income investors, CNH offers the higher dividend yield at 2.46% vs AGCO's 0.97%.
| Metric | CNHCNH Industrial N.… | AGCOAGCO Corporation |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $13.25 | $127.29 |
| # AnalystsCovering analysts | 14 | 29 |
| Dividend YieldAnnual dividend ÷ price | +2.5% | +1.0% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $0.27 | $1.16 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +2.9% |
CNH leads this category, winning 1 of 1 comparable metric.
Key Takeaway
AGCO leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). CNH leads in 1 (Analyst Outlook). 2 tied.
Best OverallAGCO Corporation (AGCO)Leads 3 of 6 categories
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CNH vs AGCO: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CNH or AGCO a better buy right now?
For growth investors, CNH Industrial N.
V. (CNH) is the stronger pick with -8. 8% revenue growth year-over-year, versus -13. 5% for AGCO Corporation (AGCO). AGCO Corporation (AGCO) offers the better valuation at 12. 3x trailing P/E (20. 8x forward), making it the more compelling value choice. Analysts rate CNH Industrial N. V. (CNH) a "Buy" — based on 14 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CNH or AGCO?
On trailing P/E, AGCO Corporation (AGCO) is the cheapest at 12.
3x versus CNH Industrial N. V. at 26. 4x. On forward P/E, AGCO Corporation is actually cheaper at 20. 8x.
03Which is the better long-term investment — CNH or AGCO?
Over the past 5 years, AGCO Corporation (AGCO) delivered a total return of -9.
6%, compared to -24. 9% for CNH Industrial N. V. (CNH). Over 10 years, the gap is even starker: AGCO returned +181. 1% versus CNH's +81. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CNH or AGCO?
By beta (market sensitivity over 5 years), AGCO Corporation (AGCO) is the lower-risk stock at 1.
10β versus CNH Industrial N. V. 's 1. 15β — meaning CNH is approximately 5% more volatile than AGCO relative to the S&P 500. On balance sheet safety, AGCO Corporation (AGCO) carries a lower debt/equity ratio of 59% versus 3% for CNH Industrial N. V. — giving it more financial flexibility in a downturn.
05Which is growing faster — CNH or AGCO?
By revenue growth (latest reported year), CNH Industrial N.
V. (CNH) is pulling ahead at -8. 8% versus -13. 5% for AGCO Corporation (AGCO). On earnings-per-share growth, the picture is similar: AGCO Corporation grew EPS 271. 4% year-over-year, compared to -58. 6% for CNH Industrial N. V.. Over a 3-year CAGR, AGCO leads at -7. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CNH or AGCO?
AGCO Corporation (AGCO) is the more profitable company, earning 7.
2% net margin versus 2. 8% for CNH Industrial N. V. — meaning it keeps 7. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CNH leads at 15. 4% versus 6. 9% for AGCO. At the gross margin level — before operating expenses — CNH leads at 31. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CNH or AGCO more undervalued right now?
On forward earnings alone, AGCO Corporation (AGCO) trades at 20.
8x forward P/E versus 26. 1x for CNH Industrial N. V. — 5. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CNH: 22. 5% to $13. 25.
08Which pays a better dividend — CNH or AGCO?
All stocks in this comparison pay dividends.
CNH Industrial N. V. (CNH) offers the highest yield at 2. 5%, versus 1. 0% for AGCO Corporation (AGCO).
09Is CNH or AGCO better for a retirement portfolio?
For long-horizon retirement investors, AGCO Corporation (AGCO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
10), 1. 0% yield, +181. 1% 10Y return). Both have compounded well over 10 years (AGCO: +181. 1%, CNH: +81. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CNH and AGCO?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CNH is a mid-cap quality compounder stock; AGCO is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(CNH: -0.1% · AGCO: 14.3%)Net Margin>
%
(CNH: 2.1% · AGCO: 7.4%)P/E Ratio<
x
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