Canadian National Railway Company (CNI)vsDeere & Company (DE)
CNI
Canadian National Railway Company
$112.12
+3.74%
INDUSTRIALS · Cap: $70.07B
DE
Deere & Company
$560.02
+5.33%
INDUSTRIALS · Cap: $151.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 170% more annual revenue ($46.73B vs $17.30B). CNI leads profitability with a 27.3% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.70. CNI earns a higher WallStSmart Score of 65/100 (B-).
CNI
Strong Buy65
out of 100
Grade: B-
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.2%
Fair Value
$115.85
Current Price
$112.12
$3.73 discount
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 42.4%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Large-cap with strong market position
Areas to Watch
2.4% revenue growth
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 27.3% and operating margin at 42.4%.
Bull Case : DE
The strongest argument for DE centers on Market Cap.
Bear Case : CNI
The primary concerns for CNI are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNI profiles as a value stock while DE is a declining play — different risk/reward profiles.
DE carries more volatility with a beta of 0.99 — expect wider price swings.
CNI is growing revenue faster at 2.4% — sustainability is the question.
CNI generates stronger free cash flow (826M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (65/100 vs 49/100), backed by strong 27.3% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →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.
Compare with Other RAILROADS Stocks
Want to dig deeper into these stocks?