Deere & Company (DE)vsUL Solutions Inc. (ULS)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
ULS
UL Solutions Inc.
$72.40
+0.28%
INDUSTRIALS · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 1423% more annual revenue ($47.93B vs $3.15B). ULS leads profitability with a 16.1% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.59. ULS earns a higher WallStSmart Score of 64/100 (C+).
DE
Buy53
out of 100
Grade: C-
ULS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+8.9%
Fair Value
$79.68
Current Price
$72.40
$7.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Every $100 of equity generates 32 in profit
Earnings expanding 168.9% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Moderate valuation
Trading at 9.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 18.4%.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Bear Case : ULS
The primary concerns for ULS are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
DE profiles as a value stock while ULS is a mature play — different risk/reward profiles.
DE carries more volatility with a beta of 0.87 — expect wider price swings.
ULS is growing revenue faster at 5.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ULS scores higher overall (64/100 vs 53/100), backed by strong 16.1% margins. 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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?