AGCO Corporation vs Hewlett Packard Enterprise Co — how do they compare? AGCO Corporation trades at $101.37 (market cap $7.10B), while Hewlett Packard Enterprise Co trades at $58.19 (market cap $72.01B). The key difference: Hewlett Packard Enterprise Co is far larger — about 10.1× AGCO Corporation's market cap, and AGCO Corporation pays the higher dividend (1.18%). Which is the better fit depends on your goals.
| AGCO | HPE | |
|---|---|---|
Market Cap | $7.10B | $72.01B |
Sector | Industrials | Technology |
52-Week High | $140.49 | $56.14 |
52-Week Low | $100.14 | $20.01 |
Enterprise Value | $9.37B | $87.96B |
Dividend Yield | 1.18% | 1.05% |
Signals from Pluang's Aura AI — not financial advice
AGCO trades at $101.55, up 0.67% on the day, with a bearish technical signal and mixed fundamentals. Recent Q2 2026 earnings missed estimates, leading to an 11% share drop and multiple legal investigations. The company maintains a solid balance sheet with $612M cash and a 5.15% net income margin, but faces headwinds from lowered 2026 guidance and weak agricultural demand.
The outlook is cautious; while valuation ratios like P/E of 14.03 appear attractive and analysts set a $124.63 consensus target, risks from earnings volatility, legal scrutiny, and industry softness outweigh near-term opportunities. Investors should weigh the dividend yield against potential further downside from ongoing investigations and macroeconomic pressures.
HPE stock trades at $57.72, up 5.58% in the last session, supported by a bullish technical outlook and strong earnings beats. Recent momentum is fueled by Morgan Stanley's upgrade citing AI infrastructure demand, with the stock near its 52-week high. Revenue growth accelerated to $34.3B in 2025, though net income margins compressed sharply to 0.16%. The consensus price target of $69.81 implies 21% upside, with analysts divided between Buy (46%) and Hold (51%) ratings.
Outlook: HPE benefits from AI server tailwinds and institutional accumulation, but high P/E (50.8) and volatile cash flows pose valuation risks. Key catalysts include Q2 2026 earnings (expected EPS $0.925) and execution in competitive AI hardware markets. Risks include debt growth (29.5% debt-to-assets) and margin pressure from rising investments.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →