Deere & Company (DE)vsTransdigm Group Incorporated (TDG)
DE
Deere & Company
$560.02
+5.33%
INDUSTRIALS · Cap: $159.33B
TDG
Transdigm Group Incorporated
$1,142.74
-0.98%
INDUSTRIALS · Cap: $65.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 413% more annual revenue ($46.73B vs $9.11B). TDG leads profitability with a 22.2% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. TDG earns a higher WallStSmart Score of 53/100 (C-).
DE
Hold49
out of 100
Grade: D+
TDG
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-60.5%
Fair Value
$826.09
Current Price
$1142.74
$316.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 45.6%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
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
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 12.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 22.2% and operating margin at 45.6%. Revenue growth of 13.9% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : TDG
The primary concerns for TDG are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
DE profiles as a declining stock while TDG is a mature play — different risk/reward profiles.
DE carries more volatility with a beta of 0.99 — expect wider price swings.
TDG is growing revenue faster at 13.9% — sustainability is the question.
TDG generates stronger free cash flow (772M), providing more financial flexibility.
Bottom Line
TDG scores higher overall (53/100 vs 49/100), backed by strong 22.2% margins and 13.9% revenue growth. 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.
Transdigm Group Incorporated
INDUSTRIALS · AEROSPACE & DEFENSE · USA
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
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