Deere & Company (DE)vsOld Dominion Freight Line Inc (ODFL)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
ODFL
Old Dominion Freight Line Inc
$172.35
-0.56%
INDUSTRIALS · Cap: $39.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 755% more annual revenue ($47.93B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.59. ODFL earns a higher WallStSmart Score of 67/100 (B-).
DE
Buy53
out of 100
Grade: C-
ODFL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-27.3%
Fair Value
$143.52
Current Price
$172.35
$28.83 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Strong operational efficiency at 28.8%
Earnings expanding 32.3% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Expensive relative to growth rate
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 : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 28.8%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
DE profiles as a value stock while ODFL is a mature play — different risk/reward profiles.
ODFL carries more volatility with a beta of 1.20 — expect wider price swings.
ODFL is growing revenue faster at 10.4% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 53/100), backed by strong 19.4% margins and 10.4% revenue growth. Both earn "Strong 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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