Deere & Company (DE)vsSchneider National Inc (SNDR)
DE
Deere & Company
$639.58
+0.17%
INDUSTRIALS · Cap: $173.06B
SNDR
Schneider National Inc
$29.70
-4.50%
INDUSTRIALS · Cap: $5.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 724% more annual revenue ($47.93B vs $5.82B). DE leads profitability with a 10.2% profit margin vs 1.9%. DE appears more attractively valued with a PEG of 1.59. SNDR earns a higher WallStSmart Score of 57/100 (C).
DE
Buy53
out of 100
Grade: C-
SNDR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-17.1%
Fair Value
$25.91
Current Price
$29.70
$3.79 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
Reasonable price relative to book value
Earnings expanding 40.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : SNDR
The strongest argument for SNDR centers on Debt/Equity, Price/Book, EPS Growth. 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 : SNDR
The primary concerns for SNDR are Return on Equity, Profit Margin, Operating Margin. A P/E of 50.0x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
SNDR carries more volatility with a beta of 1.22 — expect wider price swings.
SNDR is growing revenue faster at 10.4% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SNDR scores higher overall (57/100 vs 53/100) and 10.4% revenue growth. Both earn "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.
Schneider National Inc
INDUSTRIALS · TRUCKING · USA
Schneider National, Inc., a surface transportation and logistics solutions company, provides trucking, intermodal and logistics services in North America. The company is headquartered in Green Bay, Wisconsin.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?