Deere & Company (DE)vsGXO Logistics Inc (GXO)
DE
Deere & Company
$578.39
-0.45%
INDUSTRIALS · Cap: $156.23B
GXO
GXO Logistics Inc
$49.85
+7.74%
INDUSTRIALS · Cap: $6.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 255% more annual revenue ($46.73B vs $13.18B). DE leads profitability with a 10.3% profit margin vs 0.2%. GXO appears more attractively valued with a PEG of 1.56. DE earns a higher WallStSmart Score of 49/100 (D+).
DE
Hold49
out of 100
Grade: D+
GXO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+77.4%
Fair Value
$280.63
Current Price
$49.85
$230.78 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
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
ROE of 1.2% — below average capital efficiency
0.2% margin — thin
Operating margin of 4.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : GXO
The strongest argument for GXO centers on Price/Book.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : GXO
The primary concerns for GXO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 200.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while GXO is a value play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.68 — expect wider price swings.
GXO is growing revenue faster at 7.9% — sustainability is the question.
GXO generates stronger free cash flow (115M), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 47/100). GXO offers better value entry with a 77.4% margin of safety. Both earn "Hold" 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.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) stands as a premier provider of contract logistics services, offering comprehensive supply chain management and logistics solutions tailored to various industries, including e-commerce, retail, and consumer goods. Leveraging an expansive global network and cutting-edge technologies, GXO enhances operational efficiency and scalability for clients, all while prioritizing sustainability in its practices. With a growing demand for advanced warehousing and fulfillment solutions, the company is strategically positioned to navigate market complexities, driven by a seasoned management team and robust partnerships that foster consistent long-term growth and shareholder value.
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