Deere & Company (DE)vsUnion Pacific Corporation (UNP)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
UNP
Union Pacific Corporation
$297.80
+1.38%
INDUSTRIALS · Cap: $171.71B
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 1.59. UNP earns a higher WallStSmart Score of 66/100 (B-).
DE
Buy53
out of 100
Grade: C-
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 1.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Trading at 8.6x 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, Revenue Growth. 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.
Key Dynamics to Monitor
DE profiles as a value stock while UNP is a mature play — different risk/reward profiles.
UNP carries more volatility with a beta of 0.95 — expect wider price swings.
UNP is growing revenue faster at 11.5% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (66/100 vs 53/100), backed by strong 28.8% margins and 11.5% revenue growth. Both earn "Strong 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.
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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