Deere & Company (DE)vsUnion Pacific Corporation (UNP)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
UNP
Union Pacific Corporation
$284.40
-0.48%
INDUSTRIALS · Cap: $168.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 89% more annual revenue ($47.93B vs $25.41B). UNP leads profitability with a 28.8% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. UNP earns a higher WallStSmart Score of 66/100 (B-).
DE
Hold49
out of 100
Grade: D+
UNP
Strong Buy66
out of 100
Grade: B-
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 35 in profit
Strong operational efficiency at 41.0%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 2.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Trading at 8.7x book value
Elevated debt levels
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 : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 28.8% and operating margin at 41.0%. Revenue growth of 11.5% demonstrates continued momentum.
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 : UNP
The primary concerns for UNP are Price/Book, Debt/Equity, PEG Ratio. Debt-to-equity of 1.51 is elevated, increasing financial risk.
Key Dynamics to Monitor
DE profiles as a declining stock while UNP is a mature play — different risk/reward profiles.
UNP carries more volatility with a beta of 0.97 — expect wider price swings.
UNP is growing revenue faster at 11.5% — sustainability is the question.
UNP generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (66/100 vs 49/100), backed by strong 28.8% margins and 11.5% revenue growth. Both earn "Strong Buy" 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.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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