AGCO Corporation (AGCO) vs A. O. Smith Corporation (AOS)

A side-by-side comparison of AGCO Corporation and A. O. Smith Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAGCO vs AOS

growth of $100 · dividends reinvested · last 10y
AGCO +193.4% (+11.4%/yr)AOS +46.2% (+3.9%/yr)AGCO compounded faster over this window
100200300Start $10020182020202220242026$293$146
AGCO AOS

AGCO vs AOS: by the numbers

  • AGCO is the larger company ($8.45B vs $8.06B market cap).
  • AOS trades at the lower trailing earnings multiple (16.20 vs 16.71 P/E), one valuation lens rather than an overall verdict.
  • AOS converts more revenue to profit (13.15% vs 5.15% net margin).
  • AOS grew revenue faster over the past five years (3.37% vs 1.96% CAGR).
  • AOS pays the higher dividend yield (2.51% vs 0.97%).

Metrics side by side

Valuation

MetricAGCOAOS
P/E ratio16.7116.20
Forward P/E21.3415.57
P/S ratio0.822.12
P/B ratio2.074.38
EV / EBITDA7.8511.24
FCF yield3.91%7.93%

Profitability

MetricAGCOAOS
Gross margin25.01%38.59%
Operating margin6.55%17.57%
Net margin5.15%13.15%
ROE13.07%27.16%
ROIC6.52%18.44%

Dividends

MetricAGCOAOS
Dividend yield0.97%2.51%
Payout ratio16.20%40.11%

Growth (annualized)

MetricAGCOAOS
Revenue CAGR (5Y)1.96%3.37%
EPS CAGR (5Y)11.40%12.52%
FCF CAGR (5Y)3.39%4.38%
Total return CAGR (5Y)0.65%-2.11%

Frequently asked

Which has the lower trailing P/E, AGCO or AOS?
AOS has the lower trailing P/E: AGCO trades at 16.71 and AOS at 16.20. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AGCO or AOS?
Over the past five years, AOS grew revenue faster — AGCO at a 1.96% CAGR versus AOS at 3.37%.
Does AGCO or AOS pay a bigger dividend?
AGCO yields 0.97% and AOS yields 2.51% based on trailing dividends and the latest price.
Is AGCO or AOS more profitable?
AOS runs the higher net margin — AGCO at 5.15% versus AOS at 13.15%.
How have AGCO and AOS total returns compared?
Over the past 10 years, AGCO delivered 11.41% and AOS delivered 4.10% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.