Deere & Company (DE)vsFastenal Company (FAST)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
FAST
Fastenal Company
$52.55
+2.14%
INDUSTRIALS · Cap: $58.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 428% more annual revenue ($47.93B vs $9.08B). FAST leads profitability with a 15.6% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.59. FAST earns a higher WallStSmart Score of 64/100 (C+).
DE
Buy53
out of 100
Grade: C-
FAST
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+51.9%
Fair Value
$107.83
Current Price
$52.55
$55.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Every $100 of equity generates 34 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.5%
15.5% revenue growth
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Trading at 14.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : FAST
The strongest argument for FAST centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 15.6% and operating margin at 21.5%. Revenue growth of 15.5% demonstrates continued momentum.
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.
Bear Case : FAST
The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Key Dynamics to Monitor
DE profiles as a value stock while FAST is a growth play — different risk/reward profiles.
DE carries more volatility with a beta of 0.87 — expect wider price swings.
FAST is growing revenue faster at 15.5% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
FAST scores higher overall (64/100 vs 53/100), backed by strong 15.6% margins and 15.5% revenue growth. 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.
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.
Fastenal Company
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.
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