AGCO vs CNH

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 11. 7x trailing P/E (19. 8x forward), making it the more compelling value choice. Analysts rate AGCO Corporation (AGCO) a "Buy" — based on 29 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.

On trailing P/E, AGCO Corporation (AGCO) is the cheapest at 11.

7x versus CNH Industrial N. V. at 25. 2x. On forward P/E, AGCO Corporation is actually cheaper at 19. 8x.

Over the past 5 years, AGCO Corporation (AGCO) delivered a total return of -10.

7%, compared to -25. 0% for CNH Industrial N. V. (CNH). Over 10 years, the gap is even starker: AGCO returned +173. 0% versus CNH's +72. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

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.

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.

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.

On forward earnings alone, AGCO Corporation (AGCO) trades at 19.

8x forward P/E versus 24. 9x for CNH Industrial N. V. — 5. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CNH: 28. 4% to $13. 25.

All stocks in this comparison pay dividends.

CNH Industrial N. V. (CNH) offers the highest yield at 2. 6%, versus 1. 0% for AGCO Corporation (AGCO).

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, +173. 0% 10Y return). Both have compounded well over 10 years (AGCO: +173. 0%, CNH: +72. 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.

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: AGCO is a small-cap deep-value stock; CNH is a mid-cap quality compounder 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.