Deere & Company (DE)vsKnight Transportation Inc (KNX)
DE
Deere & Company
$675.74
+0.87%
INDUSTRIALS · Cap: $182.20B
KNX
Knight Transportation Inc
$68.43
+0.67%
INDUSTRIALS · Cap: $11.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 520% more annual revenue ($47.93B vs $7.73B). DE leads profitability with a 10.2% profit margin vs 0.6%. KNX appears more attractively valued with a PEG of 0.29. KNX earns a higher WallStSmart Score of 63/100 (C+).
DE
Hold49
out of 100
Grade: D+
KNX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+49.1%
Fair Value
$135.28
Current Price
$68.42
$66.86 discount
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
Reasonable price relative to book value
Earnings expanding 23.8% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
0.6% margin — thin
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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.6% demonstrates continued momentum. PEG of 0.29 suggests the stock is reasonably priced for its growth.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Bear Case : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 262.2x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while KNX is a value play — different risk/reward profiles.
KNX carries more volatility with a beta of 1.18 — expect wider price swings.
KNX is growing revenue faster at 12.6% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
KNX scores higher overall (63/100 vs 49/100) and 12.6% 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.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
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