AGCO
AGCO Corporation
AGCO has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over AGCO overall, supported by stronger modeled upside and stronger valuation.
AGCO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Stable |
AGCO's revenue, profitability and balance sheet are currently stable, but its cash flow is under pressure.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
AGCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.8x | $34.04 | -69% |
| Fair | 13x | $51.31 | -54% |
| Forward | 17x | $111 | — |
| Current | 29x | $111 | — |
| Expensive | 34x | $131 | +18% |
Historical ranges are pointers, not guarantees.
AGCO's PE is in its expensive range at 29x. If earnings grow as analysts expect, today's price would be 17x next year's earnings, in its fair range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
AGCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect AGCO's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over AGCO on the outlook, with more favorable revenue expectations.
AGCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.42 | +65% |
| Q3 2026 | $3.89 | -23% |
| Q2 2026 | $7.23 | +440% |
| Q1 2026 | $10.37 | +$18.17 |
| Q4 2025 | $9.75 | +$15.44 |
| Q3 2025 | $5.03 | +123% |
| Q2 2025 | $1.34 | -76% |
| Q1 2025 | -$7.80 | -153% |
| Q4 2024 | -$5.69 | -136% |
AGCO has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
AGCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | -8.6% |
| Q2 2026 | $2.6B | -1% |
| Q1 2026 | $2.3B | +14% |
| Q4 2025 | $2.9B | +1.1% |
| Q3 2025 | $2.5B | -4.7% |
| Q2 2025 | $2.6B | -19% |
| Q1 2025 | $2.1B | -30% |
| Q4 2024 | $2.9B | -24% |
AGCO's revenue fell from its 2022 peak and has held roughly level since: $2.3B last quarter, down 8.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -1 points |
| Q2 2026 | 5.4% | -0.8 points |
| Q1 2026 | 3.4% | +1 points |
| Q4 2025 | 7.9% | +17 points |
| Q3 2025 | 6.1% | +1.7 points |
| Q2 2025 | 6.2% | +14 points |
| Q1 2025 | 2.4% | -6.9 points |
| Q4 2024 | -9.3% | -20 points |
AGCO has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over AGCO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
AGCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$33.8M | -1710% |
| Q2 2026 | $108.2M | -67% |
| Q1 2026 | -$455M | -$194.6M |
| Q4 2025 | $675M | -1.3% |
| Q3 2025 | $2.1M | +$61.9M |
| Q2 2025 | $323.5M | +135% |
| Q1 2025 | -$260.4M | +$204.6M |
| Q4 2024 | $683.9M | -7.6% |
AGCO has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
AGCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.4% | -1.7M shares |
| 1 year | -7% | -5.2M shares |
| 3 years | -7.3% | -5.5M shares |
| 5 years | -8.1% | -6.1M shares |
| Available history | -9.7% | -7.5M shares |
AGCO has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $56.7M |
| Q4 2022 | — |
| Q4 2021 | $60M |
| Q3 2021 | $75M |
| Q2 2021 | — |
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
AGCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 2.1x | Moderate |
| Q4 2025 | 1.7x | Healthy |
| Q3 2025 | 4.6x | High |
| Q2 2025 | 5.9x | High |
| Q4 2024 | 9.7x | High |
| Q3 2024 | 4.0x | Elevated |
AGCO's net debt is about 2.5 years of its operating earnings (EBITDA), down from 4.6 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
AGCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 49.0 | Neutral |
| Stochastic | 34.4 | Neutral |
AGCO's weekly RSI is 49 (neutral) and its Stochastic is 34 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
AGCO PE vs Industrials Sector
| Metric | AGCO | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 24x | 19% above |
| PE % | 78 | 58 | 20 pts above |
AGCO is trading at 29x earnings, a 19% premium to the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
AGCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $109.8 | 1.5% above |
| 20 week MA | $112.3 | 0.8% below |
| 50 week MA | $114.9 | 3% below |
| 100 week MA | $108.4 | 2.8% above |
| 200 week MA | $111.7 | 0.2% below |
AGCO has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
AGCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $77.8 | $103.2 | +33% |
| 2021 | $103.2 | $115.6 | +12% |
| 2022 | $115.6 | $134.2 | +16% |
| 2023 | $134.2 | $121.4 | -9.5% |
| 2024 | $121.4 | $93.2 | -23% |
| 2025 | $93.2 | $105.5 | +13% |
| 2026 YTD | $105.5 | $111.4 | +5.7% |
AGCO has finished higher in four of the last six years. It's up 5.7% so far in 2026.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over AGCO on returns for 2026, with the stronger performance.