WallStSmart

Donaldson Company Inc (DCI)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 1145% more annual revenue ($46.73B vs $3.75B). DE leads profitability with a 10.3% profit margin vs 10.1%. DCI appears more attractively valued with a PEG of 1.68. DCI earns a higher WallStSmart Score of 51/100 (C-).

DCI

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 7.0Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.90

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

DCISignificantly Overvalued (-48.0%)

Margin of Safety

-48.0%

Fair Value

$74.71

Current Price

$87.00

$12.29 premium

UndervaluedFair: $74.71Overvalued

Intrinsic value data unavailable for DE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DCI2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
3.9010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.3%9/10

Every $100 of equity generates 24 in profit

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

Large-cap with strong market position

Areas to Watch

DCI4 concerns · Avg: 3.5/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

P/E RatioValuation
27.2x4/10

Moderate valuation

Revenue GrowthGrowth
3.0%4/10

3.0% revenue growth

EPS GrowthGrowth
-1.3%2/10

Earnings declined 1.3%

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 : 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.

Bear Case : DCI

The primary concerns for DCI are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : DE

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

Key Dynamics to Monitor

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

DCI carries more volatility with a beta of 1.06 — expect wider price swings.

DCI is growing revenue faster at 3.0% — sustainability is the question.

DCI generates stronger free cash flow (18M), providing more financial flexibility.

Bottom Line

DCI scores higher overall (51/100 vs 49/100). 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.

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.

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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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