Donaldson Company Inc (DCI)vsDeere & Company (DE)
DCI
Donaldson Company Inc
$85.06
-0.40%
INDUSTRIALS · Cap: $10.19B
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 1133% more annual revenue ($47.93B vs $3.89B). DCI leads profitability with a 11.7% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.59. DCI earns a higher WallStSmart Score of 62/100 (C+).
DCI
Buy62
out of 100
Grade: C+
DE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-67.5%
Fair Value
$66.02
Current Price
$85.06
$19.04 premium
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Large-cap with strong market position
Generating 1.9B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DCI
The strongest argument for DCI centers on Altman Z-Score, Return on Equity.
Bull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bear Case : DCI
The primary concerns for DCI are PEG Ratio, Piotroski F-Score.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
DCI carries more volatility with a beta of 0.87 — expect wider price swings.
DCI is growing revenue faster at 8.0% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DCI scores higher overall (62/100 vs 53/100). 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.
Donaldson Company Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Donaldson Company, Inc. manufactures and sells filtration systems and replacement parts worldwide. The company is headquartered in Bloomington, Minnesota.
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.
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