WallStSmart

Deere & Company (DE)vsMcGrath RentCorp (MGRC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 4849% more annual revenue ($46.73B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 10.3%. MGRC appears more attractively valued with a PEG of 1.18. MGRC earns a higher WallStSmart Score of 69/100 (B-).

DE

Hold

49

out of 100

Grade: D+

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

MGRC

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 7.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

MGRCSignificantly Overvalued (-26.4%)

Margin of Safety

-26.4%

Fair Value

$91.46

Current Price

$118.80

$27.34 premium

UndervaluedFair: $91.46Overvalued

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

MGRC3 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

EPS GrowthGrowth
28.1%8/10

Earnings expanding 28.1% 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%

MGRC0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : MGRC

The strongest argument for MGRC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.18 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.

Bear Case : MGRC

No major red flags identified for MGRC, but monitor valuation.

Key Dynamics to Monitor

DE profiles as a declining stock while MGRC is a mature play — different risk/reward profiles.

DE carries more volatility with a beta of 0.99 — expect wider price swings.

MGRC is growing revenue faster at 5.3% — sustainability is the question.

MGRC generates stronger free cash flow (34M), providing more financial flexibility.

Bottom Line

MGRC scores higher overall (69/100 vs 49/100), backed by strong 16.6% margins. Both earn "Strong 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.

McGrath RentCorp

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.

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