WallStSmart

CSW Industrials, Inc. (CSW)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 4273% more annual revenue ($47.34B vs $1.08B). CSW leads profitability with a 10.3% profit margin vs 10.1%. DE appears more attractively valued with a PEG of 1.67. CSW earns a higher WallStSmart Score of 54/100 (C-).

CSW

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 6.5Value: 2.7Quality: 5.3
Piotroski: 1/9

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSWSignificantly Overvalued (-86.3%)

Margin of Safety

-86.3%

Fair Value

$172.86

Current Price

$266.37

$93.51 premium

UndervaluedFair: $172.86Overvalued

Intrinsic value data unavailable for DE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSW1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
34.0%10/10

Revenue surging 34.0% year-over-year

DE1 strengths · Avg: 9.0/10
Market CapQuality
$156.36B9/10

Large-cap with strong market position

Areas to Watch

CSW4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.842/10

Expensive relative to growth rate

P/E RatioValuation
40.7x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-41.2%2/10

Earnings declined 41.2%

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

P/E RatioValuation
32.8x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSW

The strongest argument for CSW centers on Revenue Growth. Revenue growth of 34.0% demonstrates continued momentum.

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bear Case : CSW

The primary concerns for CSW are Piotroski F-Score, PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

CSW profiles as a growth stock while DE is a declining play — different risk/reward profiles.

DE carries more volatility with a beta of 0.97 — expect wider price swings.

CSW is growing revenue faster at 34.0% — sustainability is the question.

DE generates stronger free cash flow (874M), providing more financial flexibility.

Bottom Line

CSW scores higher overall (54/100 vs 49/100) and 34.0% revenue growth. Both earn "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.

CSW Industrials, Inc.

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

CSW Industrials, Inc. provides various industrial products in the United States and internationally. The company is headquartered in Dallas, Texas.

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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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