AGCO Corporation (AGCO) vs CNH Industrial N.V. (CNH)

AGCO Corporation and CNH Industrial N.V. are both Farm & Heavy Construction Machinery companies. CNH Industrial N.V. is the larger, with a market value of $16.4B against $8.1B — 2.0× the size. AGCO Corporation trades at the lower P/E: 16.3× against 52.4×. AGCO Corporation grew revenue faster over the last twelve months: 1.74% against 0.64%. AGCO Corporation has the higher net margin (5.15% vs 1.71%) and the higher return on invested capital (6.05% vs 4.91%). Both pay a dividend; AGCO Corporation yields more (5.07% vs 2.73%). Across the 23 metrics below, AGCO Corporation leads on 19 and CNH Industrial N.V. on 4.

Valuation

Metric AGCO CNH Farm & Heavy Construction Machinery median
P/E 16.30 52.36 23.38
P/S 0.81 0.89 0.81
P/B 2.06 2.08 1.43
Price to free cash flow 25.31 26.52 25.31
EV/EBITDA 11.18 12.76 12.13
EV/Sales 1.02 2.18 1.20
Earnings yield 6.13% 1.91% 2.73%
Free cash flow yield 3.95% 3.77% 3.02%

Profitability

Metric AGCO CNH Farm & Heavy Construction Machinery median
Gross margin 25.27% 30.55% 24.21%
Operating margin 5.83% 13.52% 4.47%
Net margin 5.15% 1.71% 1.49%
Free cash flow margin 3.20% 3.36% 2.15%
Return on equity 12.93% 3.99% 4.16%
Return on assets 4.41% 0.72% 1.45%
Return on invested capital 6.05% 4.91% 3.36%

Growth

Metric AGCO CNH Farm & Heavy Construction Machinery median
Revenue growth (TTM) 1.74% 0.64% 2.18%
EPS growth (last fiscal year) 271.35% (58.59%) —
Revenue growth, 5-year CAGR 1.96% (7.02%) 7.34%
Net income growth, 5-year CAGR 11.21% 0.00% 0.00%

Health

Metric AGCO CNH Farm & Heavy Construction Machinery median
Debt to equity 0.67 3.33 0.67
Current ratio 1.32 12.23 1.98
Net debt to EBITDA 1.71 6.90 1.12

Dividend

Metric AGCO CNH Farm & Heavy Construction Machinery median
Dividend yield 5.07% 2.73% 1.45%
Payout ratio 0.07 0.23 0.08

Size

Metric AGCO CNH Farm & Heavy Construction Machinery median
Market cap 8.14b 16.44b 772.81m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack