Deere & Company (DE)vsJacobs Solutions Inc. (J)
DE
Deere & Company
$663.31
+1.26%
INDUSTRIALS · Cap: $182.13B
J
Jacobs Solutions Inc.
$147.54
-7.85%
INDUSTRIALS · Cap: $17.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 237% more annual revenue ($47.93B vs $14.22B). DE leads profitability with a 10.2% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.45. J earns a higher WallStSmart Score of 54/100 (C-).
DE
Buy53
out of 100
Grade: C-
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-80.1%
Fair Value
$79.06
Current Price
$147.54
$68.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its 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 : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
DE carries more volatility with a beta of 0.87 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
J scores higher overall (54/100 vs 53/100) and 34.5% revenue growth. 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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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