AGCO Corporation vs Shopify Inc. — how do they compare? AGCO Corporation trades at $101.37 (market cap $7.10B), while Shopify Inc. trades at $150.11 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 27.7× AGCO Corporation's market cap, and AGCO Corporation pays a 1.18% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| AGCO | SHOP | |
|---|---|---|
Market Cap | $7.10B | $196.35B |
Sector | Industrials | Technology |
52-Week High | $140.49 | $179.01 |
52-Week Low | $100.14 | $95.40 |
Enterprise Value | $9.37B | $191.59B |
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.
Shopify (SHOP) trades at $149.19, down 3.86% over 24 hours, but maintains a bullish technical outlook with strong moving average signals. The company reported robust Q2 2026 earnings, beating EPS estimates with 30%+ GMV growth, while revenue reached $11.56 billion in 2025. Analyst sentiment is overwhelmingly positive, with 65.6% recommending Buy and a consensus price target of $166.39.
Outlook remains favorable driven by AI commerce integration and expanding payments, but high valuation multiples (P/E 103.11) pose risks if growth slows. Key supports include operational cash flow growth to $2.03 billion in 2025, though competition and macroeconomic pressures require monitoring for sustained upside.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →