Deere & Company (DE)vsFranco-Nevada Corporation (FNV)
DE
Deere & Company
$574.84
-0.98%
INDUSTRIALS · Cap: $156.81B
FNV
Franco-Nevada Corporation
$232.11
+1.78%
BASIC MATERIALS · Cap: $45.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 2490% more annual revenue ($46.73B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.74. FNV earns a higher WallStSmart Score of 68/100 (B-).
DE
Hold49
out of 100
Grade: D+
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-54.5%
Fair Value
$166.74
Current Price
$232.11
$65.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : FNV
The primary concerns for FNV are PEG Ratio, P/E Ratio, Free Cash Flow. A P/E of 40.7x leaves little room for execution misses.
Key Dynamics to Monitor
DE profiles as a declining stock while FNV is a growth play — different risk/reward profiles.
DE carries more volatility with a beta of 0.97 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
DE generates stronger free cash flow (-1.6B), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 49/100), backed by strong 61.6% margins and 85.8% revenue growth. Both earn "Strong 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.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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