WallStSmart

Deere & Company (DE)vsGraham Corporation (GHM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 19571% more annual revenue ($46.73B vs $237.56M). DE leads profitability with a 10.3% profit margin vs 6.3%. DE appears more attractively valued with a PEG of 1.69. GHM earns a higher WallStSmart Score of 52/100 (C-).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 6.3
Piotroski: 3/9Altman Z: 2.18

GHM

Buy

52

out of 100

Grade: C-

Growth: 8.7Profit: 5.5Value: 2.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

GHMSignificantly Overvalued (-39.9%)

Margin of Safety

-39.9%

Fair Value

$63.09

Current Price

$95.34

$32.25 premium

UndervaluedFair: $63.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$159.33B9/10

Large-cap with strong market position

GHM2 strengths · Avg: 9.0/10
EPS GrowthGrowth
78.6%10/10

Earnings expanding 78.6% YoY

Revenue GrowthGrowth
20.5%8/10

Revenue surging 20.5% year-over-year

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

P/E RatioValuation
33.2x4/10

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%

GHM4 concerns · Avg: 2.5/10
Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

PEG RatioValuation
2.702/10

Expensive relative to growth rate

P/E RatioValuation
70.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : GHM

The strongest argument for GHM centers on EPS Growth, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : GHM

The primary concerns for GHM are Market Cap, Profit Margin, PEG Ratio. A P/E of 70.1x leaves little room for execution misses.

Key Dynamics to Monitor

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

DE carries more volatility with a beta of 0.99 — expect wider price swings.

GHM is growing revenue faster at 20.5% — sustainability is the question.

GHM generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

GHM scores higher overall (52/100 vs 49/100) and 20.5% 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.

Graham Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Graham Corporation designs, manufactures and supplies vacuum and heat transfer equipment for the chemical, defense, petrochemical, oil refining, power generation / alternative energy and other industries. The company is headquartered in Batavia, New York.

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