Deere & Company (DE)vsMcKesson Corporation (MCK)
DE
Deere & Company
$583.02
-0.86%
INDUSTRIALS · Cap: $151.19B
MCK
McKesson Corporation
$881.94
+0.56%
HEALTHCARE · Cap: $109.34B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 752% more annual revenue ($397.96B vs $46.73B). MCK leads profitability with a 109.0% profit margin vs 10.3%. MCK appears more attractively valued with a PEG of 1.08. MCK earns a higher WallStSmart Score of 57/100 (C).
DE
Buy51
out of 100
Grade: C-
MCK
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.1%
Fair Value
$118.73
Current Price
$583.02
$464.29 premium
Margin of Safety
+41.2%
Fair Value
$1621.15
Current Price
$881.94
$739.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Keeps 109 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 24.1%
Moderate valuation
ROE of 0.0% — below average capital efficiency
Operating margin of 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap. Revenue growth of 13.0% demonstrates continued momentum.
Bull Case : MCK
The strongest argument for MCK centers on Profit Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 109.0% and operating margin at 1.6%. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : MCK
The primary concerns for MCK are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
DE profiles as a value stock while MCK is a mature play — different risk/reward profiles.
DE carries more volatility with a beta of 0.96 — expect wider price swings.
DE is growing revenue faster at 13.0% — sustainability is the question.
MCK generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MCK scores higher overall (57/100 vs 51/100), backed by strong 109.0% margins and 11.4% 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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
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