WallStSmart

CSX Corporation (CSX)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 230% more annual revenue ($47.93B vs $14.51B). CSX leads profitability with a 22.2% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. CSX earns a higher WallStSmart Score of 71/100 (B).

CSX

Strong Buy

71

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 6.7Quality: 3.5
Piotroski: 2/9Altman Z: 1.25

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

CSXUndervalued (+32.0%)

Margin of Safety

+32.0%

Fair Value

$71.94

Current Price

$48.95

$22.99 discount

UndervaluedFair: $71.94Overvalued

Intrinsic value data unavailable for DE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSX5 strengths · Avg: 9.0/10
Operating MarginProfitability
38.4%10/10

Strong operational efficiency at 38.4%

Market CapQuality
$90.68B9/10

Large-cap with strong market position

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

EPS GrowthGrowth
22.7%8/10

Earnings expanding 22.7% YoY

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.20B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

Areas to Watch

CSX4 concerns · Avg: 3.5/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Debt/EquityHealth
1.373/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.7x4/10

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 : CSX

The strongest argument for CSX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 22.2% and operating margin at 38.4%. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bear Case : CSX

The primary concerns for CSX are PEG Ratio, P/E Ratio, Debt/Equity.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.29 is elevated, increasing financial risk.

Key Dynamics to Monitor

CSX profiles as a mature stock while DE is a declining play — different risk/reward profiles.

CSX carries more volatility with a beta of 1.21 — expect wider price swings.

CSX is growing revenue faster at 10.1% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

CSX scores higher overall (71/100 vs 49/100), backed by strong 22.2% margins and 10.1% revenue growth. 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.

CSX Corporation

INDUSTRIALS · RAILROADS · USA

CSX Corporation is an American holding company focused on rail transportation and real estate in North America, among other industries. Based in Richmond, Virginia, USA after the merger, in 2003 the CSX Corporation headquarters moved to Jacksonville, Florida.

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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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