WallStSmart

Deere & Company (DE)vsUnited Airlines Holdings Inc (UAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

United Airlines Holdings Inc generates 33% more annual revenue ($62.90B vs $47.34B). DE leads profitability with a 10.1% profit margin vs 5.6%. DE appears more attractively valued with a PEG of 1.35. UAL earns a higher WallStSmart Score of 57/100 (C).

DE

Buy

51

out of 100

Grade: C-

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

UAL

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 6/9Altman Z: 1.16
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

UALSignificantly Overvalued (-72.2%)

Margin of Safety

-72.2%

Fair Value

$68.25

Current Price

$118.27

$50.02 premium

UndervaluedFair: $68.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$163.94B9/10

Large-cap with strong market position

UAL5 strengths · Avg: 8.6/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
23.1%9/10

Every $100 of equity generates 23 in profit

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

Free Cash FlowQuality
$3.13B8/10

Generating 3.1B in free cash flow

Areas to Watch

DE4 concerns · Avg: 2.8/10
P/E RatioValuation
33.2x4/10

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%

UAL4 concerns · Avg: 2.5/10
Profit MarginProfitability
5.6%3/10

5.6% margin — thin

Debt/EquityHealth
1.953/10

Elevated debt levels

PEG RatioValuation
6.502/10

Expensive relative to growth rate

EPS GrowthGrowth
-17.2%2/10

Earnings declined 17.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.

Bull Case : UAL

The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 16.0% demonstrates continued momentum.

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 : UAL

The primary concerns for UAL are Profit Margin, Debt/Equity, PEG Ratio. Debt-to-equity of 1.95 is elevated, increasing financial risk.

Key Dynamics to Monitor

DE profiles as a declining stock while UAL is a growth play — different risk/reward profiles.

UAL carries more volatility with a beta of 1.26 — expect wider price swings.

UAL is growing revenue faster at 16.0% — sustainability is the question.

UAL generates stronger free cash flow (3.1B), providing more financial flexibility.

Bottom Line

UAL scores higher overall (57/100 vs 51/100) and 16.0% 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.

United Airlines Holdings Inc

INDUSTRIALS · AIRLINES · USA

United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.

Visit Website →

Want to dig deeper into these stocks?