WallStSmart

Deere & Company (DE)vsFTAI Aviation Ltd. (FTAI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 1440% more annual revenue ($47.93B vs $3.11B). FTAI leads profitability with a 15.9% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. FTAI earns a higher WallStSmart Score of 60/100 (C).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18

FTAI

Buy

60

out of 100

Grade: C

Growth: 7.3Profit: 8.5Value: 3.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.83

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.20B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

FTAI3 strengths · Avg: 9.3/10
Return on EquityProfitability
122.8%10/10

Every $100 of equity generates 123 in profit

Revenue GrowthGrowth
40.9%10/10

Revenue surging 40.9% year-over-year

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

FTAI4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

PEG RatioValuation
3.222/10

Expensive relative to growth rate

P/E RatioValuation
43.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
49.5x2/10

Trading at 49.5x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bull Case : FTAI

The strongest argument for FTAI centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 15.9% and operating margin at 21.0%. Revenue growth of 40.9% 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 : FTAI

The primary concerns for FTAI are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 43.0x leaves little room for execution misses. Debt-to-equity of 8.55 is elevated, increasing financial risk.

Key Dynamics to Monitor

DE profiles as a declining stock while FTAI is a growth play — different risk/reward profiles.

FTAI carries more volatility with a beta of 1.56 — expect wider price swings.

FTAI is growing revenue faster at 40.9% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

FTAI scores higher overall (60/100 vs 49/100), backed by strong 15.9% margins and 40.9% 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.

FTAI Aviation Ltd.

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Fortress Transportation and Infrastructure Investors LLC owns and acquires infrastructure and related equipment for the transportation of goods and people in Africa, Asia, Europe, North and South America. The company is headquartered in New York, New York.

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