Deere & Company (DE)vsFastenal Company (FAST)
DE
Deere & Company
$560.02
+5.33%
INDUSTRIALS · Cap: $151.97B
FAST
Fastenal Company
$43.71
-2.17%
INDUSTRIALS · Cap: $51.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 454% more annual revenue ($46.73B vs $8.44B). FAST leads profitability with a 15.4% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.70. FAST earns a higher WallStSmart Score of 62/100 (C+).
DE
Hold49
out of 100
Grade: D+
FAST
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+56.6%
Fair Value
$108.23
Current Price
$43.71
$64.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 34 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Premium valuation, high expectations priced in
Trading at 12.6x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : FAST
The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.4% and operating margin at 20.3%. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
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 0.99 — expect wider price swings.
FAST is growing revenue faster at 12.4% — sustainability is the question.
FAST generates stronger free cash flow (320M), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 49/100), backed by strong 15.4% margins and 12.4% revenue growth. 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.
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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