Farm Machinery & Equipment · SIC 3523

ALAMO GROUP INC

ALG

Watch

Latest revenue

$417.1M

as of 2026-03-31

Latest net income

$29.2M

as of 2026-03-31

Net margin

7.0%

as of 2026-03-31

6.8
of 10

ActaClear Score

Above avg
#2 of 6 in Farm Machinery & Equipment
+1.1 · 2d
Profitability·25%
4.0
Growth·15%
8.0
Value·20%
6.0
Quality·20%
10.0
Momentum·20%

Computed from 5 years of SEC fundamentals + latest market data, ranked within Farm Machinery & Equipment (6 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

0.81
Price / FV

Fair value · DCF

Undervalued
~23% upside at this growth
6.6% / yr
-5%30%
Terminal growthWACC 9.3% · 10y forecast
Market-implied growth at today's price: 3.6% / yrfor 10 years, holding WACC 9.3% and terminal 2.5%.
Current price
$149
DCF fair value
$184
FCF base (last FY)
$103.80M
Net debt
$-118.91M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Historical multiples

How does ALG's current valuation compare to its own past?

Current P/E
17.5×
Own 5y average
19.6×
Own 5y median
19.5×
vs. own average
-11%
Industry 5y avg P/E
18.4×
Median P/E across the top 6 peers in Farm Machinery & Equipment by market cap, then averaged across 5 years.
vs. industry
-5%
PEG (this co.)
2.64
5y revenue CAGR
6.6%
Industry PEG
4.27
Industry 5y avg growth
4.3%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.

Community sentiment

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Price · 5Y

+0.0% / yr 19.7 pts / yr vs S&P 500 0.0% total
Compare:

Live market

delayed ≤15 min
$149.46
1.46%
Market cap
$1.82B
Enterprise value
$1.91B
P/E (trailing)
17.5×
Forward P/E
P/B
1.55×
Dividend yield
0.9%
52-wk high
$233.29
52-wk low
$145.76
Beta
Shares out
12.2M

5-year trend

What this company does

AI

Item 1. Business Unless the context otherwise requires, the terms “the Company,” "Alamo Group," “we,” “our” and “us” refer to Alamo Group Inc. and its subsidiaries on a consolidated basis. General The Company is a leader in the manufacture and sale of high-quality, purpose-built industrial and vegetation management equipment. We serve end-markets such as infrastructure building and maintenance, industrial construction, public works, land maintenance, agriculture and tree care. Our products are sold to independent equipment dealers and directly to contractors and municipalities. Product categories include vocational products (vacuum trucks, street sweepers, roadside safety equipment,…

AI summary unavailable — showing raw filing excerpt

Generated from ALG's filing dated 2026-03-02

Key risks

AI

Item 1A. Risk Factors You should carefully consider each of the risks described below, together with all of the other information contained in this Annual Report on Form 10-K, before making an investment decision with respect to the Company’s securities. If any of the following risks develop into actual events, the Company’s business, financial condition or results from operations could be materially and adversely affected and you could lose all or part of your investment. Risks related to our business A downturn in general economic conditions and outlook in the United States and around the world could adversely affect our net sales and earnings. The strength and profitability of our…

AI summary unavailable — showing raw filing excerpt

Generated from ALG's filing dated 2026-03-02

Profitability

Gross margin

24.8%

2.1%

Operating margin

9.5%

6.6%

Net margin

6.5%

9.1%

Return on equity

9.0%

20.6%

Return on assets

6.5%

19.2%

Leverage

Debt / equity

0.40×

6.0%

Long-term debt / equity

0.17×

17.7%

Debt / assets

28.5%

4.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$417.1M+6.7%$29.2M-8.2%7.0%

Q4 2025

2025-12-31

$373.6M-3.0%$15.5M-44.8%4.2%

Q3 2025

2025-09-30

$420.0M+4.7%$25.4M-7.4%6.0%

Q2 2025

2025-06-30

$419.1M+0.7%$31.1M+9.8%7.4%

Q1 2025

2025-03-31

$390.9M-8.1%$31.8M-1.0%8.1%

Q4 2024

2024-12-31

$385.3M$28.1M7.3%

Q3 2024

2024-09-30

$401.3M-4.4%$27.4M-21.5%6.8%

Q2 2024

2024-06-30

$416.3M-5.5%$28.3M-22.1%6.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Farm Machinery & Equipment · SIC 3523

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Insider activity

Insider buying

$290.8K

Insider selling

$1.4M

Net activity

−$1.1M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-24

Nina C Grooms

Director

Purchase233$171.61$40.0K
2026-03-24

Edward Rizzuti

EVP, Corp Dev, IR & Secretary

Sale600$170.93$102.6K
2026-03-11

Nina C Grooms

Director

Sale499$175.19$87.4K
2026-03-09

Robert Paul Hureau

President & CEO

Purchase460$164.40$75.6K
2025-11-26

Robert Paul Hureau

President & CEO

Purchase74$161.93$12.0K
2025-11-26

Robert Paul Hureau

President & CEO

Purchase230$163.98$37.7K
2025-11-14

Robert Paul Hureau

President & CEO

Purchase154$161.36$24.8K
2025-11-13

Robert Paul Hureau

President & CEO

Purchase600$167.77$100.7K
2025-08-22

Jeffery Allen Leonard

President & CEO

Sale2,300$222.11$510.9K
2025-08-22

Jeffery Allen Leonard

President & CEO

Sale200$223.15$44.6K
2025-08-21

Edward Rizzuti

EVP, Corp Dev, IR & Secretary

Sale2,728$212.10$578.6K
2025-08-21

Edward Rizzuti

EVP, Corp Dev, IR & Secretary

Sale200$212.80$42.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ALG

Institutional value

$1.36B

Total shares held

8.4M

Distinct holders

160

-97 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.1.6M$264.8M+13.6K (+0.9%)Added
2LONGVIEW ASSET MANAGEMENT, LLC1.4M$224.2M+0 (+0.0%)No change
3Allspring Global Investments Holdings, LLC660.6K$112.3M-5.7K (-0.9%)Trimmed
4DIMENSIONAL FUND ADVISORS LP527.4K$87.0M+27.6K (+5.5%)Added
5FIRST TRUST ADVISORS LP469.3K$77.4M+24.2K (+5.4%)Added
6VANGUARD CAPITAL MANAGEMENT LLC463.0K$76.4MNew
7WASATCH ADVISORS LP371.1K$61.2M+16.0K (+4.5%)Added
8VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.358.4K$59.1M+124.8K (+53.4%)Added
9VANGUARD PORTFOLIO MANAGEMENT LLC263.9K$43.5MNew
10KENNEDY CAPITAL MANAGEMENT LLC201.1K$33.2M+18.0K (+9.8%)Added
11Copeland Capital Management, LLC181.5K$29.9M+118.7K (+189.3%)Added
12NEUMEIER POMA INVESTMENT COUNSEL LLC123.5K$20.4M+30.4K (+32.7%)Added
13Tributary Capital Management, LLC92.0K$15.2M-1.0K (-1.1%)Trimmed
14Nuveen, LLC85.9K$14.2M+36.1K (+72.6%)Added
15UBS Group AG82.5K$13.6M+23.8K (+40.6%)Added
16Invesco Ltd.82.1K$13.5M-48.6K (-37.2%)Trimmed
17VANGUARD FIDUCIARY TRUST CO71.3K$11.8MNew
18GRACE & WHITE INC /NY66.5K$11.0M+0 (+0.0%)No change
19PRINCIPAL FINANCIAL GROUP INC65.5K$10.8M+844 (+1.3%)Added
20Public Sector Pension Investment Board64.2K$10.6M+3.1K (+5.1%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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