LVRO vs DE vs AGCO vs MOS

For growth investors, The Mosaic Company (MOS) is the stronger pick with 5.

0% revenue growth year-over-year, versus -87. 9% for Lavoro Limited (LVRO). The Mosaic Company (MOS) offers the better valuation at 5. 9x trailing P/E (15. 7x 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, The Mosaic Company (MOS) is the cheapest at 5.

9x versus Deere & Company at 31. 4x. On forward P/E, The Mosaic Company is actually cheaper at 15. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Mosaic Company wins at 0. 91x versus Deere & Company's 1. 99x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Deere & Company (DE) delivered a total return of +54.

1%, compared to -98. 6% for Lavoro Limited (LVRO). Over 10 years, the gap is even starker: DE returned +671. 0% versus LVRO's -98. 6%. 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), The Mosaic Company (MOS) is the lower-risk stock at 0.

52β versus AGCO Corporation's 1. 10β — meaning AGCO is approximately 112% more volatile than MOS relative to the S&P 500. On balance sheet safety, The Mosaic Company (MOS) carries a lower debt/equity ratio of 6% versus 2% for Deere & Company — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), The Mosaic Company (MOS) is pulling ahead at 5.

0% versus -87. 9% for Lavoro Limited (LVRO). On earnings-per-share growth, the picture is similar: The Mosaic Company grew EPS 605. 5% year-over-year, compared to 0. 0% for Deere & Company. Over a 3-year CAGR, DE leads at -3. 8% 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.

Deere & Company (DE) is the more profitable company, earning 11.

3% net margin versus -40. 9% for Lavoro Limited — meaning it keeps 11. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DE leads at 18. 8% versus -23. 4% for LVRO. At the gross margin level — before operating expenses — DE leads at 36. 5%, 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, The Mosaic Company (MOS) is the more undervalued stock at a PEG of 0. 91x versus Deere & Company's 1. 99x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, The Mosaic Company (MOS) trades at 15. 7x forward P/E versus 32. 5x for Deere & Company — 16. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LVRO: 3335. 1% to $4. 50.

In this comparison, MOS (4.

2% yield), DE (1. 1% yield), AGCO (1. 0% yield) pay a dividend. LVRO does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Deere & Company (DE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

56), 1. 1% yield, +671. 0% 10Y return). Both have compounded well over 10 years (DE: +671. 0%, LVRO: -98. 6%), 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.

These companies operate in different sectors (LVRO (Basic Materials) and DE (Industrials) and AGCO (Industrials) and MOS (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: LVRO is a small-cap quality compounder stock; DE is a mid-cap quality compounder stock; AGCO is a small-cap deep-value stock; MOS is a small-cap deep-value stock. DE, AGCO, MOS pay a dividend while LVRO does not, making them suitable for different income and tax situations. 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.