Deere & Company (DE)vsGraham Holdings Co (GHC)
DE
Deere & Company
$639.84
-4.52%
INDUSTRIALS · Cap: $163.94B
GHC
Graham Holdings Co
$1,233.96
+1.68%
INDUSTRIALS · Cap: $5.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 850% more annual revenue ($47.34B vs $4.98B). DE leads profitability with a 10.1% profit margin vs 6.0%. DE appears more attractively valued with a PEG of 1.35. GHC earns a higher WallStSmart Score of 56/100 (C).
DE
Buy51
out of 100
Grade: C-
GHC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-30.9%
Fair Value
$846.92
Current Price
$1233.96
$387.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Earnings declined 8.5%
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
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 : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
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 : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
DE profiles as a declining stock while GHC is a value play — different risk/reward profiles.
DE carries more volatility with a beta of 0.90 — expect wider price swings.
GHC is growing revenue faster at 6.0% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
GHC scores higher overall (56/100 vs 51/100). 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.
Graham Holdings Co
INDUSTRIALS · CONGLOMERATES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
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