Deere & Company (DE)vsFastenal Company (FAST)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
FAST
Fastenal Company
$49.32
+0.63%
INDUSTRIALS · Cap: $56.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 448% more annual revenue ($47.93B vs $8.75B). FAST leads profitability with a 15.4% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. 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
+53.1%
Fair Value
$105.17
Current Price
$49.32
$55.85 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 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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Trading at 13.9x 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 15.4% and operating margin at 21.0%. Revenue growth of 14.7% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. 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 42.1x leaves little room for execution misses.
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 0.91 — expect wider price swings.
FAST is growing revenue faster at 14.7% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
FAST scores higher overall (62/100 vs 49/100), backed by strong 15.4% margins and 14.7% 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.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?