WallStSmart

Deere & Company (DE)vsAdvanced Drainage Systems Inc (WMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 1388% more annual revenue ($47.93B vs $3.22B). WMS leads profitability with a 14.0% profit margin vs 10.2%. WMS appears more attractively valued with a PEG of 1.28. WMS earns a higher WallStSmart Score of 70/100 (B).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18

WMS

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 4.7Quality: 6.0
Piotroski: 1/9Altman Z: 2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

WMSSignificantly Overvalued (-68.2%)

Margin of Safety

-68.2%

Fair Value

$102.98

Current Price

$126.05

$23.07 premium

UndervaluedFair: $102.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.20B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

WMS3 strengths · Avg: 8.3/10
Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

WMS1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bull Case : WMS

The strongest argument for WMS centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

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 : WMS

The primary concerns for WMS are Piotroski F-Score.

Key Dynamics to Monitor

DE profiles as a declining stock while WMS is a growth play — different risk/reward profiles.

WMS carries more volatility with a beta of 1.28 — expect wider price swings.

WMS is growing revenue faster at 20.6% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

WMS scores higher overall (70/100 vs 49/100) and 20.6% 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.

Advanced Drainage Systems Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.

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