WallStSmart

Deere & Company (DE)vsNavios Maritime Partners LP Unit (NMM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 3377% more annual revenue ($46.73B vs $1.34B). NMM leads profitability with a 21.2% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. NMM earns a higher WallStSmart Score of 71/100 (B).

DE

Hold

49

out of 100

Grade: D+

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

NMM

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 7.5Value: 8.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

NMMUndervalued (+38.8%)

Margin of Safety

+38.8%

Fair Value

$101.82

Current Price

$70.82

$31.00 discount

UndervaluedFair: $101.82Overvalued

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

NMM5 strengths · Avg: 9.4/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
28.2%8/10

Earnings expanding 28.2% 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%

NMM2 concerns · Avg: 3.0/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Free Cash FlowQuality
$-11.78M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : NMM

The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 34.1%.

Bear Case : DE

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

Bear Case : NMM

The primary concerns for NMM are PEG Ratio, Free Cash Flow.

Key Dynamics to Monitor

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

NMM carries more volatility with a beta of 1.24 — expect wider price swings.

NMM is growing revenue faster at 9.9% — sustainability is the question.

NMM generates stronger free cash flow (-12M), providing more financial flexibility.

Bottom Line

NMM scores higher overall (71/100 vs 49/100), backed by strong 21.2% 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.

Navios Maritime Partners LP Unit

INDUSTRIALS · MARINE SHIPPING · USA

Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.

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