Deere & Company (DE)vsFastenal Company (FAST)
DE
Deere & Company
$610.95
-1.88%
INDUSTRIALS · Cap: $163.94B
FAST
Fastenal Company
$46.66
-2.34%
INDUSTRIALS · Cap: $52.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 441% more annual revenue ($47.34B vs $8.75B). FAST leads profitability with a 15.4% profit margin vs 10.1%. DE appears more attractively valued with a PEG of 1.35. FAST earns a higher WallStSmart Score of 62/100 (C+).
DE
Buy51
out of 100
Grade: C-
FAST
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+55.1%
Fair Value
$106.15
Current Price
$46.66
$59.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 21.0%
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Earnings declined 8.5%
Premium valuation, high expectations priced in
Trading at 13.1x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bull Case : FAST
The strongest argument for FAST centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 15.4% and operating margin at 21.0%. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : FAST
The primary concerns for FAST are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
DE profiles as a declining stock while FAST is a mature play — different risk/reward profiles.
DE carries more volatility with a beta of 0.90 — expect wider price swings.
FAST is growing revenue faster at 14.7% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 51/100), backed by strong 15.4% margins and 14.7% 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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