Deere & Company (DE)vsGraham Holdings Co (GHC)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
GHC
Graham Holdings Co
$1,170.09
-1.40%
INDUSTRIALS · Cap: $5.10B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 846% more annual revenue ($47.93B vs $5.07B). GHC leads profitability with a 10.7% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.59. GHC earns a higher WallStSmart Score of 66/100 (B-).
DE
Buy53
out of 100
Grade: C-
GHC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-24.0%
Fair Value
$894.37
Current Price
$1170.09
$275.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 676.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
ROE of 6.3% — below average capital efficiency
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : GHC
The strongest argument for GHC centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, PEG Ratio.
Key Dynamics to Monitor
DE carries more volatility with a beta of 0.87 — expect wider price swings.
GHC is growing revenue faster at 7.1% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GHC scores higher overall (66/100 vs 53/100). Both earn "Strong 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.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?