Deere & Company (DE)vsSea Ltd (SE)
DE
Deere & Company
$574.84
-0.98%
INDUSTRIALS · Cap: $156.81B
SE
Sea Ltd
$86.73
-2.15%
CONSUMER CYCLICAL · Cap: $54.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 104% more annual revenue ($46.73B vs $22.94B). DE leads profitability with a 10.3% profit margin vs 6.9%. SE appears more attractively valued with a PEG of 0.59. SE earns a higher WallStSmart Score of 70/100 (B-).
DE
Hold49
out of 100
Grade: D+
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+52.5%
Fair Value
$241.22
Current Price
$86.73
$154.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 38.4% year-over-year
Earnings expanding 58.2% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Premium valuation, high expectations priced in
6.9% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.59 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 : SE
The primary concerns for SE are P/E Ratio, Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
DE profiles as a declining stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.57 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SE scores higher overall (70/100 vs 49/100) and 38.4% revenue growth. 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.
Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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