AGCO Corporation vs Davita Inc — how do they compare? AGCO Corporation trades at $101.3 (market cap $7.10B), while Davita Inc trades at $182.97 (market cap $11.38B). The key difference: Davita Inc is the larger of the two by market cap, and AGCO Corporation pays a 1.18% dividend while Davita Inc pays none. Which is the better fit depends on your goals.
| AGCO | DVA | |
|---|---|---|
Market Cap | $7.10B | $11.38B |
Sector | Industrials | Health |
52-Week High | $140.49 | $240.96 |
52-Week Low | $100.14 | $103.87 |
Enterprise Value | $9.37B | $24.10B |
Dividend Yield | 1.18% | — |
Signals from Pluang's Aura AI — not financial advice
AGCO trades at $101.58, up 0.7% today, but remains under pressure after a Q2 2026 earnings miss and lowered full-year guidance triggered an 11% sell-off in late July 2026. The stock shows bearish technical signals with support near $99 and resistance at $102. Fundamentally, 2025 revenue was $10.08B with a net income margin of 7.2%, but 2026 projections indicate softer profitability. Recent leadership changes and ongoing securities investigations add uncertainty, though the consensus price target of $124.63 suggests potential upside from current levels.
The outlook is cautious due to weaker agricultural demand and earnings volatility. Investment appeal hinges on execution of the PTx growth strategy and margin recovery, but risks include legal probes and cyclical industry headwinds. Analyst sentiment is mixed with 38% buy ratings, reflecting divided views on near-term recovery prospects.
DaVita (DVA) trades at $180.25, down 1.87% amid mixed signals. The stock shows strong earnings momentum with three consecutive quarterly beats (Q4 2025-Q2 2026) but faces margin pressure. Technical indicators are conflicted with a bullish overall signal but bearish moving averages. Revenue growth remains steady, climbing from $11.6B in 2022 to $13.6B in 2025, though net income margin fluctuated between 4.82% and 7.3% over the same period.
The outlook is cautiously optimistic with a $232.25 consensus price target offering 29% upside. Key risks include reimbursement pressure and high debt levels (debt-to-asset ratio of 65.55% in 2025). Analyst sentiment leans neutral (56.52% Hold) despite recent earnings strength, reflecting concerns about payer mix and margin sustainability.
Trailing returns across standard periods
Latest headlines on both assets
Agco is a global manufacturer of agricultural equipment. The company has five principal brands: Fendt, Massey Ferguson, Challenger, Valtra, and GSI. Unlike its competitors, Agco's product line extends beyond self-propelled equipment and implements by offering grain handling systems and livestock management solutions. Its products are available through a global dealer network, which includes over 3,200 dealer and distribution locations. Additionally, Agco offers both retail and wholesale financing to customers through its joint venture with Rabobank, a European food and agriculture focused bank.
Read more on AGCO →DaVita is the largest provider of dialysis services in the United States, boasting market share that eclipses 35% when measured by both patients and clinics. The firm operates over 3,100 facilities worldwide, mostly in the U.S., and treats over 240,000 patients globally each year. Government payers dominate U.S. dialysis reimbursement. DaVita receives approximately 69% of U.S. sales at government (primarily Medicare) reimbursement rates, with the remaining 31% coming from commercial insurers. However, while commercial insurers represented only about 10% of the U.S. patients treated, they represent nearly all of the profits generated by DaVita in the U.S. dialysis business.
Read more on DVA →