WallStSmart

British American Tobacco p.l.c. (BTI)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 82% more annual revenue ($46.73B vs $25.61B). BTI leads profitability with a 30.3% profit margin vs 10.3%. BTI appears more attractively valued with a PEG of 0.41. BTI earns a higher WallStSmart Score of 64/100 (C+).

BTI

Buy

64

out of 100

Grade: C+

Growth: 3.3Profit: 8.5Value: 7.3Quality: 5.0

DE

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 6.5Value: 7.3Quality: 6.3
Piotroski: 3/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BTISignificantly Overvalued (-39.2%)

Margin of Safety

-39.2%

Fair Value

$43.34

Current Price

$57.76

$14.42 premium

UndervaluedFair: $43.34Overvalued
DESignificantly Overvalued (-379.7%)

Margin of Safety

-379.7%

Fair Value

$120.50

Current Price

$577.99

$457.49 premium

UndervaluedFair: $120.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BTI6 strengths · Avg: 9.2/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Profit MarginProfitability
30.3%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
34.6%10/10

Strong operational efficiency at 34.6%

Market CapQuality
$125.28B9/10

Large-cap with strong market position

P/E RatioValuation
12.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

DE1 strengths · Avg: 9.0/10
Market CapQuality
$157.48B9/10

Large-cap with strong market position

Areas to Watch

BTI2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-24.1%2/10

Earnings declined 24.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : BTI

The strongest argument for BTI centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.3% and operating margin at 34.6%. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bull Case : DE

The strongest argument for DE centers on Market Cap. Revenue growth of 13.0% demonstrates continued momentum.

Bear Case : BTI

The primary concerns for BTI are Revenue Growth, EPS Growth.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

DE carries more volatility with a beta of 0.96 — expect wider price swings.

DE is growing revenue faster at 13.0% — sustainability is the question.

BTI generates stronger free cash flow (3.0B), providing more financial flexibility.

Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BTI scores higher overall (64/100 vs 51/100), backed by strong 30.3% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

British American Tobacco p.l.c.

CONSUMER DEFENSIVE · TOBACCO · USA

British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.

Deere & Company

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.

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