WallStSmart

Deere & Company (DE)vsThermon Group Holdings Inc (THR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 8727% more annual revenue ($47.34B vs $536.26M). DE leads profitability with a 10.1% profit margin vs 8.3%. THR appears more attractively valued with a PEG of 0.98. DE earns a higher WallStSmart Score of 51/100 (C-).

DE

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 7.0Value: 5.0Quality: 4.0
Piotroski: 3/9Altman Z: 2.18

THR

Buy

50

out of 100

Grade: C-

Growth: 4.7Profit: 6.0Value: 4.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

THRSignificantly Overvalued (-65.0%)

Margin of Safety

-65.0%

Fair Value

$31.92

Current Price

$61.14

$29.22 premium

UndervaluedFair: $31.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$166.65B9/10

Large-cap with strong market position

THR3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.0010/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.988/10

Growing faster than its price suggests

Areas to Watch

DE4 concerns · Avg: 2.8/10
P/E RatioValuation
35.0x4/10

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%

EPS GrowthGrowth
-8.5%2/10

Earnings declined 8.5%

THR2 concerns · Avg: 2.0/10
P/E RatioValuation
45.0x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-83.7%2/10

Earnings declined 83.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bull Case : THR

The strongest argument for THR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bear Case : DE

The primary concerns for DE are P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.34 is elevated, increasing financial risk.

Bear Case : THR

The primary concerns for THR are P/E Ratio, EPS Growth. A P/E of 45.0x leaves little room for execution misses.

Key Dynamics to Monitor

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

DE carries more volatility with a beta of 0.90 — expect wider price swings.

THR is growing revenue faster at 10.6% — sustainability is the question.

DE generates stronger free cash flow (874M), providing more financial flexibility.

Bottom Line

DE scores higher overall (51/100 vs 50/100). 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.

Thermon Group Holdings Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Thermon Group Holdings, Inc. provides industrial process heating solutions designed for process industries globally. The company is headquartered in Austin, Texas.

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