Deere & Company (DE)vsTFI International Inc (TFII)
DE
Deere & Company
$560.02
+5.33%
INDUSTRIALS · Cap: $159.33B
TFII
TFI International Inc
$140.64
-2.89%
INDUSTRIALS · Cap: $11.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 494% more annual revenue ($46.73B vs $7.87B). DE leads profitability with a 10.3% profit margin vs 3.8%. DE trades at a lower P/E of 33.2x. DE earns a higher WallStSmart Score of 49/100 (D+).
DE
Hold49
out of 100
Grade: D+
TFII
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+46.4%
Fair Value
$234.59
Current Price
$140.64
$93.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
No standout strengths identified
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
3.8% margin — thin
Operating margin of 4.4%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : TFII
TFII has a balanced fundamental profile.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Operating Margin. Thin 3.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while TFII is a value play — different risk/reward profiles.
TFII carries more volatility with a beta of 1.40 — expect wider price swings.
TFII is growing revenue faster at -0.8% — sustainability is the question.
TFII generates stronger free cash flow (278M), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 37/100). TFII offers better value entry with a 46.4% 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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