undamentalytics Newsletter

AGCO vs CNH Industrial

CNH Industrial is the larger business, with $18.09bn of revenue in fiscal 2025 against $10.08bn for AGCO (1.8 times as much). CNH Industrial grew faster (-8.8% against -13.5%). AGCO kept more of each dollar of sales as profit: a net margin of 7.2% against 2.8%.

Latest fiscal yearAGCOAGCO, 2025CNH IndustrialCNH, 2025
Revenue $10.08bn $18.09bn
Revenue growth -13.5% -8.8%
Net income $727m $510m
Operating margin — —
Net margin 7.2% 2.8%
Return on equity 18.1% 6.6%
Free cash flow $740m $2.54bn
Cash $862m $2.58bn
Total debt $2.44bn $26.76bn
Debt to equity — —
Dividend per share $1.16 $0.25
Dividend yield 1.1% —
Share buybacks $250m —
Employees 22,000 34,197
Market value $7.71bn $14.54bn
Price vs our value range Above our value range —
Moat score 58 (Moderate) 37 (Weak)
Insider trades, 12 months 1 buys, 10 sales 4 buys, 1 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.