WallStSmart

Deere & Company (DE)vsLatham Group Inc (SWIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 8369% more annual revenue ($46.73B vs $551.81M). DE leads profitability with a 10.3% profit margin vs 1.6%. DE trades at a lower P/E of 32.6x. DE earns a higher WallStSmart Score of 49/100 (D+).

DE

Hold

49

out of 100

Grade: D+

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

SWIM

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 3.5Value: 5.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

SWIMUndervalued (+42.3%)

Margin of Safety

+42.3%

Fair Value

$11.51

Current Price

$5.75

$5.76 discount

UndervaluedFair: $11.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$156.23B9/10

Large-cap with strong market position

SWIM2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
39.2%8/10

Earnings expanding 39.2% YoY

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

P/E RatioValuation
32.6x4/10

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%

SWIM4 concerns · Avg: 2.8/10
Market CapQuality
$682.14M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

P/E RatioValuation
83.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : SWIM

The strongest argument for SWIM centers on Price/Book, EPS Growth.

Bear Case : DE

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

Bear Case : SWIM

The primary concerns for SWIM are Market Cap, Return on Equity, Profit Margin. A P/E of 83.0x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

DE profiles as a declining stock while SWIM is a value play — different risk/reward profiles.

SWIM carries more volatility with a beta of 1.72 — expect wider price swings.

SWIM is growing revenue faster at 5.3% — sustainability is the question.

SWIM generates stronger free cash flow (-58M), providing more financial flexibility.

Bottom Line

DE scores higher overall (49/100 vs 48/100). SWIM offers better value entry with a 42.3% margin of safety. Both earn "Hold" 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.

Latham Group Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Latham Group, Inc. designs, manufactures and markets residential inground swimming pools. The company is headquartered in Latham, New York.

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