WallStSmart

Covenant Logistics Group, Inc. (CVLG)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 3913% more annual revenue ($46.73B vs $1.16B). DE leads profitability with a 10.3% profit margin vs 0.6%. DE trades at a lower P/E of 33.2x. DE earns a higher WallStSmart Score of 49/100 (D+).

CVLG

Hold

41

out of 100

Grade: D

Growth: 3.3Profit: 3.5Value: 5.0Quality: 4.8
Piotroski: 2/9

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 6.3
Piotroski: 3/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CVLGUndervalued (+27.9%)

Margin of Safety

+27.9%

Fair Value

$40.60

Current Price

$34.92

$5.68 discount

UndervaluedFair: $40.60Overvalued

Intrinsic value data unavailable for DE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVLG1 strengths · Avg: 8.0/10
Price/BookValuation
2.2x8/10

Reasonable price relative to book value

DE1 strengths · Avg: 9.0/10
Market CapQuality
$159.33B9/10

Large-cap with strong market position

Areas to Watch

CVLG4 concerns · Avg: 3.0/10
Market CapQuality
$777.86M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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

Expensive relative to growth rate

P/E RatioValuation
33.2x4/10

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 : CVLG

The strongest argument for CVLG centers on Price/Book.

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bear Case : CVLG

The primary concerns for CVLG are Market Cap, Return on Equity, Profit Margin. A P/E of 193.8x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.

Bear Case : DE

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

Key Dynamics to Monitor

CVLG profiles as a value stock while DE is a declining play — different risk/reward profiles.

CVLG carries more volatility with a beta of 1.16 — expect wider price swings.

CVLG is growing revenue faster at 6.5% — sustainability is the question.

CVLG generates stronger free cash flow (-93M), providing more financial flexibility.

Bottom Line

DE scores higher overall (49/100 vs 41/100). CVLG offers better value entry with a 27.9% margin of safety. Both earn "Hold" 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.

Covenant Logistics Group, Inc.

INDUSTRIALS · TRUCKING · USA

Covenant Logistics Group, Inc., provides transportation and logistics services in the United States. The company is headquartered in Chattanooga, Tennessee.

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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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