Added to YB: 2025-03-14
Pitch date: 2025-01-26
AGCO [bearish]
AGCO Corporation
-2.17%
current return
Author Info
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Company Info
AGCO Corporation manufactures and distributes agricultural equipment and replacement parts worldwide.
Market Cap
$8.1B
Pitch Price
$104.20
Price Target
72.00 (-32%)
Dividend
3.35%
EV/EBITDA
9.55
P/E
21.74
EV/Sales
1.05
Sector
Machinery
Category
N/A
Show full summary:
AGCO Corporation - $AGCO
AGCO short: Heavy farm equipment maker facing downcycle. Dealer inventories 40% overbuilt, 5-year high. $2.6B debt added in 2024. Consensus expects 1H25 bottom at 85% mid-cycle, but risks of prolonged destocking. FY25 guide: $9.6B rev (-19.7% YoY), EPS -30% below Street. Bear case: $72 PT, -17% IRR.
Read full article (7 min)