AGCO Corporation AGCO
Mixed AgriTech sector · Global tractor and smart-farming equipment maker.
AGCO Corporation (AGCO) is an established AgriTech company, graded Mixed on FrontierLab's evidence-based quality rubric (data as of 2026-08-21). Revenue grew 1.7% year-over-year at a 25% gross margin. Gross-profits-to-assets is 0.22; Rule of 40 is 8.3. Net share issuance -4.7% YoY (buying back shares). 1 risk flag is noted below. Analyst mix: 10 buy / 11 hold / 2 sell.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 1.7% |
|---|---|
| Gross margin | 25% |
| Gross profits / assets | 0.22 |
| Rule of 40 | 8.3 |
| Net margin | 6.6% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 0.7 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ✗ Revenue growth — 1.7% (pass ≥ 20%)
- ~ Gross profits / assets — 0.22 (pass ≥ 0.33)
- · Rule of 40 — 8.3 (context — graded for software only)
- ~ Gross margin — 25% (pass ≥ 28% · AgriTech)
- ✓ Cash generation
- ✓ Share dilution — -4.7%
- ~ Competitive moat — Narrow
- ~ Market size (TAM) — Mod
Grade history
Graded Mixed since 2026-06-10 — no grade changes recorded yet.
How have Mixed-graded names performed?
The forward returns of all Mixed-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 53% of Mixed-graded names beat the S&P over 21 sessions (95% CI 31–74%, N=17). | Median excess vs the S&P was 0%. |
| ~3 months | building — 13 more sessions needed | |
| ~6 months | building — 76 more sessions needed | |
How have this name's flags scored?
| Flag | N | Mean excess vs S&P |
|---|---|---|
| Thin gross margin — keeps little of each sales dollar (judge it against its industry). | 20 | +2.1% |
These per-flag figures are observational — a flag firing is not a randomized assignment, so any edge can reflect what kind of names trip a flag, not the flag itself. Descriptive, not causal.
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $7.28B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -4.7% · buying back shares |
| Moat | Narrow |
| TAM | MOD |
| P/E (trailing) | 14.4 |
| EPS (trailing) | $7.22 |
| Burn multiple | — |
| Gross-margin trend (pts) | 1.1 |
| Cash / assets | 0.05 |
| Accruals (%) | -0.5% |
| Net debt / EBITDA | -0.4 |
| Statements as of | Q2 FY2026 · filed 2026-07-30 |
Momentum context — describes the past, not a signal
Low reached Aug 18, 2026 · high reached Feb 13, 2026 — by daily close.
| Price | $104.02 (as of 2026-08-20) |
|---|---|
| Last session move | — |
| % off 52-wk high | -27.7% |
| RSI (14) | 46 |
| Relative volume | 1.5× |
Risk flags
Positive signals
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 2 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 4 |
|---|---|
| Buy | 6 |
| Hold | 11 |
| Sell | 2 |
| Strong sell | 0 |
▲ Analyst view improving — net +1 buy rating, coverage 21→23 analysts over ~4 weeks (per aggregated analyst ratings)
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Director purchases $100K of stock; mixed market conditions.
AI take — daily, AI-generated
AI leans cautious
AGCO is a value trap: minimal growth (1.7%), weak margins (25%), and insider buying can't offset deteriorating fundamentals; the dilution shrink is a minor positive but insufficient.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-08-21 08:12 (end-of-day). How grades are computed →