WallStSmart

Deere & Company (DE)vsDistribution Solutions Group Inc (DSGR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 2260% more annual revenue ($46.73B vs $1.98B). DE leads profitability with a 10.3% profit margin vs 0.4%. DE appears more attractively valued with a PEG of 1.69. DE earns a higher WallStSmart Score of 49/100 (D+).

DE

Hold

49

out of 100

Grade: D+

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

DSGR

Hold

44

out of 100

Grade: D

Growth: 4.7Profit: 4.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

DSGRUndervalued (+71.7%)

Margin of Safety

+71.7%

Fair Value

$109.97

Current Price

$27.06

$82.91 discount

UndervaluedFair: $109.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Large-cap with strong market position

DSGR1 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Areas to Watch

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%

DSGR4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.3%3/10

ROE of 1.3% — below average capital efficiency

Profit MarginProfitability
0.4%3/10

0.4% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : DSGR

The strongest argument for DSGR centers on Price/Book.

Bear Case : DE

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

Bear Case : DSGR

The primary concerns for DSGR are Revenue Growth, Market Cap, Return on Equity. A P/E of 149.7x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

DE carries more volatility with a beta of 0.99 — expect wider price swings.

DSGR is growing revenue faster at 0.2% — sustainability is the question.

DSGR generates stronger free cash flow (5M), providing more financial flexibility.

Bottom Line

DE scores higher overall (49/100 vs 44/100). DSGR offers better value entry with a 71.7% 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.

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.

Distribution Solutions Group Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Lawson Products, Inc. sells and distributes specialty products for the industrial, commercial, institutional and government maintenance, repair and operations market. The company is headquartered in Chicago, Illinois.

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