Deere & Company (DE)vsU-Haul Holding Company (UHAL-B)
DE
Deere & Company
$589.87
+5.33%
INDUSTRIALS · Cap: $159.33B
UHAL-B
U-Haul Holding Company
$47.69
+0.72%
INDUSTRIALS · Cap: $9.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 679% more annual revenue ($46.73B vs $6.00B). DE leads profitability with a 10.3% profit margin vs 2.1%. 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+
UHAL-B
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+48.1%
Fair Value
$86.28
Current Price
$47.69
$38.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
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%
1.9% revenue growth
ROE of 1.7% — below average capital efficiency
2.1% margin — thin
Operating margin of 2.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : UHAL-B
The strongest argument for UHAL-B centers on Price/Book.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : UHAL-B
The primary concerns for UHAL-B are Revenue Growth, Return on Equity, Profit Margin. A P/E of 104.2x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while UHAL-B is a value play — different risk/reward profiles.
UHAL-B carries more volatility with a beta of 1.11 — expect wider price swings.
UHAL-B is growing revenue faster at 1.9% — sustainability is the question.
DE generates stronger free cash flow (-1.6B), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 36/100). UHAL-B offers better value entry with a 48.1% 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
U-Haul Holding Company, a subsidiary of AMERCO, is a prominent provider of storage and transportation solutions across North America, specializing in a wide variety of rental trucks, trailers, and self-storage facilities. With a strong brand reputation and an extensive network, the company caters to a diverse clientele, including individual households and commercial entities. U-Haul's dedication to affordability and customer satisfaction, coupled with strategic investments in technology and operational efficiencies, positions it for sustained growth in the competitive do-it-yourself moving sector. As an industry leader, U-Haul is well-positioned to benefit from the rising consumer demand for flexible and accessible moving solutions.
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