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

AOS leads on 12 of 17 compared metrics, though AGCO is the cheaper stock.

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 June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AGCO vs AOS

growth of $100 · last 30y
AGCO +285.1%AOS +1915.4%AOS compounded faster
Log scale — wide-divergence pair
101001k10kStart $100200120062011201620212026$385$2,015
AGCO AOS

AGCO vs AOS: by the numbers

  • AGCO is the larger company ($8.05B vs $8.02B market cap).
  • AGCO trades at the lower earnings multiple (10.75 vs 15.28 P/E).
  • AOS converts more revenue to profit (13.84% vs 7.43% net margin).
  • AOS grew revenue faster over the past five years (4.72% vs 1.56% CAGR).
  • AOS pays the higher dividend yield (2.47% vs 1.05%).

Which is better, AGCO or AOS?

Metric tally: AGCO 5 · AOS 12

It depends on what you're optimizing for:

ValueAGCO(lower P/E)
GrowthAOS(faster 5Y revenue CAGR)
IncomeAOS(higher dividend yield)
QualityAOS(higher ROIC)

Metrics side by side

Valuation

MetricAGCOAOS
P/E ratio10.7515.28
Forward P/E18.5515.20
P/S ratio0.782.10
P/B ratio1.884.26
PEG ratio0.943.01
EV / EBITDA7.2610.65
FCF yield6.75%8.10%

Profitability

MetricAGCOAOS
Gross margin24.91%38.77%
Operating margin6.99%18.55%
Net margin7.43%13.84%
ROE17.94%28.10%
ROIC8.40%23.94%

Dividends

MetricAGCOAOS
Dividend yield1.05%2.47%
Payout ratio11.99%36.79%

Growth (annualized)

MetricAGCOAOS
Revenue CAGR (5Y)1.56%4.72%
EPS CAGR (5Y)11.40%12.52%
FCF CAGR (5Y)-6.01%3.27%
Total return CAGR (5Y)-1.72%-1.58%

Frequently asked

Which is better, AGCO or AOS?
It depends on your goal. value: AGCO (lower P/E); growth: AOS (faster 5Y revenue CAGR); income: AOS (higher dividend yield); quality: AOS (higher ROIC). Across all compared metrics, AOS leads 12 to 5.
Is AGCO or AOS cheaper?
On trailing earnings, AGCO is cheaper: AGCO trades at a 10.75 P/E and AOS at 15.28.
Which has grown faster, AGCO or AOS?
Over the past five years, AOS grew revenue faster — AGCO at a 1.56% CAGR versus AOS at 4.72%.
Does AGCO or AOS pay a bigger dividend?
AGCO yields 1.05% and AOS yields 2.47% based on trailing dividends and the latest price.
Is AGCO or AOS more profitable?
AOS runs the higher net margin — AGCO at 7.43% versus AOS at 13.84%.
Which has been the better investment, AGCO or AOS?
Over the past 10-year, AGCO delivered the higher annualized total return — AGCO at 8.81% versus AOS at 4.60%. 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 June 24, 2026.