Deere & Company (DE)vsSBA Communications Corp (SBAC)
DE
Deere & Company
$589.87
+5.33%
INDUSTRIALS · Cap: $159.33B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 1560% more annual revenue ($46.73B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. SBAC earns a higher WallStSmart Score of 54/100 (C-).
DE
Hold49
out of 100
Grade: D+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
DE profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
DE carries more volatility with a beta of 0.99 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 49/100), backed by strong 37.4% margins. 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.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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