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AGCO vs CNH
Which Stock Would AI Choose? AGCO Corporation (AGCO) vs. CNH Industrial N.V. (CNH) Stock Comparison
Key Takeaways
- AGCO is a more concentrated agriculture-equipment and precision-technology play, while CNH blends agriculture with construction equipment and captive financial services.
- AGCO has shown stronger earnings resilience in recent quarters, with adjusted EPS (earnings per share) rising year over year despite a weak farm-equipment cycle.
- CNH's shares rallied sharply in recent weeks, helped by raised full-year guidance and an analyst upgrade to Outperform.
- Both companies face the same headwinds: tariff-related input costs, soft South American demand, and cautious farmer spending.
- CNH's diversified construction segment is an offsetting growth lever that AGCO does not have.
Introduction
AGCO Corporation and CNH Industrial N.V. are two of the world's largest manufacturers of agricultural machinery, making them a natural pairing for investors evaluating the farm-equipment cycle. Both stocks move with crop prices, farmer income, trade policy, and dealer inventory levels, yet their business mixes differ in meaningful ways. This comparison is relevant for traders and investors seeking exposure to industrial machinery, agricultural technology, or cyclical recovery themes, as well as those using quantitative or AI-driven tools to assess relative performance. Understanding where each company sits in the current cycle helps clarify their contrasting risk and reward profiles.
AGCO Overview and Recent Performance
AGCO Corporation designs and manufactures tractors, combines, sprayers, and hay tools under brands including Fendt, Massey Ferguson, and Valtra. The company has positioned itself around a "Farmer-First" strategy, with an increasing emphasis on precision agriculture through its PTx joint venture with Trimble. In recent quarters, AGCO has posted solid results relative to a still-soft industry backdrop. First-quarter 2026 net sales rose about 14% year over year, and second-quarter adjusted earnings improved versus the prior year, supported by market-share gains in North America and strength in its Europe/Middle East segment. Management has guided to roughly $6.00 in 2026 earnings per share and targets meaningful margin expansion into 2029. Tariff-related input costs and weakness in Latin America remain the primary drags on sentiment.
CNH Overview and Recent Performance
CNH Industrial N.V. operates three segments: Agriculture, Construction, and Financial Services, spanning brands such as Case IH, New Holland, and CASE Construction Equipment. Unlike AGCO, CNH can lean on its construction business, which has grown while agricultural equipment demand stays subdued. Recent results have been mixed: second-quarter 2026 adjusted EPS (earnings per share) declined year over year, but revenue grew about 2%, and management raised its full-year outlook for adjusted EPS and construction sales. The stock rallied notably in recent weeks, and Evercore ISI upgraded the shares to Outperform from In-Line. At the same time, Fitch revised CNH's credit outlook to negative while affirming its investment-grade rating, reflecting elevated leverage and compressed margins through the downturn.
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Head-to-Head Comparison
The clearest contrast is business diversification. AGCO is essentially a pure-play agriculture-and-technology company, so its fortunes track the farm cycle more directly. CNH's construction division provides a second revenue stream that can cushion agricultural weakness, while its financial services arm adds another layer of credit-sensitive earnings. On momentum, both stocks have improved recently, but CNH's rebound has been more pronounced on a percentage basis, partly reflecting its lower starting valuation and a recovery narrative. AGCO, by comparison, has demonstrated more consistent earnings execution. Risk factors overlap heavily: tariffs, elevated input costs, higher interest rates, and soft Brazilian demand weigh on both. The trade-off centers on AGCO's greater cyclical focus and technology upside versus CNH's broader end-market diversification and financial-services complexity.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely tilt toward AGCO for trend consistency and earnings resilience, given its steadier operating momentum, market-share gains, and clearer margin-expansion roadmap. However, CNH's recent surge, raised guidance, and diversified construction exposure suggest stronger near-term relative momentum. Because each stock reflects a different risk profile, the AI's preference would depend on the timeframe and strategy selected. Probabilistically, AGCO presents a more stable fundamental trend, while CNH offers a more aggressive cyclical-recovery setup.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGCO is a StrongBuy and CNH is a Hold.
AGCO | CNH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 81 | 93 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 21 Undervalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 61 | 84 | |
PRICE GROWTH RATING 1..100 | 54 | 39 | |
P/E GROWTH RATING 1..100 | 99 | 5 | |
SEASONALITY SCORE 1..100 | 32 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AGCO's Valuation (21) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for CNH (57). This means that AGCO’s stock grew somewhat faster than CNH’s over the last 12 months.
AGCO's Profit vs Risk Rating (100) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CNH (100). This means that AGCO’s stock grew similarly to CNH’s over the last 12 months.
AGCO's SMR Rating (61) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CNH (84). This means that AGCO’s stock grew similarly to CNH’s over the last 12 months.
CNH's Price Growth Rating (39) in the Trucks Or Construction Or Farm Machinery industry is in the same range as AGCO (54). This means that CNH’s stock grew similarly to AGCO’s over the last 12 months.
CNH's P/E Growth Rating (5) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for AGCO (99). This means that CNH’s stock grew significantly faster than AGCO’s over the last 12 months.
| AGCO | CNH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 68% | 2 days ago 59% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 67% |
| Momentum ODDS (%) | 2 days ago 74% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 63% |
| Advances ODDS (%) | 10 days ago 62% | 10 days ago 61% |
| Declines ODDS (%) | 2 days ago 64% | 3 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 82% | 2 days ago 76% |
| Aroon ODDS (%) | 3 days ago 77% | 2 days ago 73% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AGCO’s FA Score shows that 1 FA rating(s) are green while CNH’s FA Score has 1 green FA rating(s).
- AGCO’s FA Score: 1 green, 4 red.
- CNH’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AGCO’s TA Score shows that 4 TA indicator(s) are bullish while CNH’s TA Score has 4 bullish TA indicator(s).
- AGCO’s TA Score: 4 bullish, 6 bearish.
- CNH’s TA Score: 4 bullish, 4 bearish.
Price Growth
AGCO (@Trucks/Construction/Farm Machinery) experienced а -3.79% price change this week, while CNH (@Trucks/Construction/Farm Machinery) price change was -3.24% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was +0.96%. For the same industry, the average monthly price growth was -4.06%, and the average quarterly price growth was +11.41%.
Reported Earning Dates
AGCO is expected to report earnings on Nov 03, 2026.
CNH is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (+0.96% weekly)The industry designs and builds agricultural, construction and other large commercial and transportation equipment. Tractors, planters and harvesters, as well as rock-crushing, railroad, demolition and other construction implements are produced by this industry. Rapid urbanization and industrialization has been bolstering the expansion of the construction sector in the past few decades, thereby boosting demand for heavy equipment businesses. Caterpillar Inc., Deere & Company and Cummins Inc (Ex. Cummins Engine Inc) are some prominent companies in this industry.
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AGCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, AGCO has been closely correlated with CNH. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if AGCO jumps, then CNH could also see price increases.
| Ticker / NAME | Correlation To AGCO | 1D Price Change % | ||
|---|---|---|---|---|
| AGCO | 100% | -2.12% | ||
| CNH - AGCO | 77% Closely correlated | N/A | ||
| DE - AGCO | 70% Closely correlated | -0.64% | ||
| TWI - AGCO | 58% Loosely correlated | +0.29% | ||
| OSK - AGCO | 57% Loosely correlated | +1.55% | ||
| LNN - AGCO | 54% Loosely correlated | +0.39% | ||
More | ||||
CNH and
Correlation & Price change
A.I.dvisor indicates that over the last year, CNH has been closely correlated with AGCO. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if CNH jumps, then AGCO could also see price increases.