WallStSmart

Deere & Company (DE)vsLimbach Holdings Inc (LMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 7125% more annual revenue ($46.73B vs $646.80M). DE leads profitability with a 10.3% profit margin vs 6.0%. DE appears more attractively valued with a PEG of 1.69. LMB earns a higher WallStSmart Score of 61/100 (C+).

DE

Hold

49

out of 100

Grade: D+

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

LMB

Buy

61

out of 100

Grade: C+

Growth: 8.0Profit: 6.5Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

LMBSignificantly Overvalued (-38.0%)

Margin of Safety

-38.0%

Fair Value

$68.57

Current Price

$99.17

$30.60 premium

UndervaluedFair: $68.57Overvalued

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

LMB3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
30.1%10/10

Revenue surging 30.1% year-over-year

Return on EquityProfitability
22.4%9/10

Every $100 of equity generates 22 in profit

EPS GrowthGrowth
23.9%8/10

Earnings expanding 23.9% YoY

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%

LMB4 concerns · Avg: 3.5/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

P/E RatioValuation
30.7x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.18B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : LMB

The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.

Bear Case : DE

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

Bear Case : LMB

The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.

Key Dynamics to Monitor

DE profiles as a declining stock while LMB is a hypergrowth play — different risk/reward profiles.

LMB carries more volatility with a beta of 1.43 — expect wider price swings.

LMB is growing revenue faster at 30.1% — sustainability is the question.

LMB generates stronger free cash flow (28M), providing more financial flexibility.

Bottom Line

LMB scores higher overall (61/100 vs 49/100) and 30.1% 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.

Limbach Holdings Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.

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