Deere & Company (DE)vsU-Haul Holding Company (UHAL)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
UHAL
U-Haul Holding Company
$64.05
+1.12%
INDUSTRIALS · Cap: $13.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 687% more annual revenue ($47.93B vs $6.09B). DE leads profitability with a 10.2% profit margin vs 1.1%. DE appears more attractively valued with a PEG of 1.57. DE earns a higher WallStSmart Score of 49/100 (D+).
DE
Hold49
out of 100
Grade: D+
UHAL
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+87.0%
Fair Value
$376.68
Current Price
$64.05
$312.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Expensive relative to growth rate
3.2% revenue growth
ROE of 0.6% — below average capital efficiency
1.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : UHAL
The strongest argument for UHAL centers on Price/Book.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Bear Case : UHAL
The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 479.9x leaves little room for execution misses. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while UHAL is a value play — different risk/reward profiles.
UHAL carries more volatility with a beta of 1.08 — expect wider price swings.
UHAL is growing revenue faster at 3.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 44/100). UHAL offers better value entry with a 87.0% 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.
U-Haul Holding Company
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?