Deere & Company (DE)vsXPO Logistics Inc (XPO)
DE
Deere & Company
$675.48
-1.17%
INDUSTRIALS · Cap: $182.13B
XPO
XPO Logistics Inc
$191.72
+1.13%
INDUSTRIALS · Cap: $21.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 459% more annual revenue ($47.93B vs $8.57B). DE leads profitability with a 10.2% profit margin vs 4.7%. DE appears more attractively valued with a PEG of 1.57. XPO earns a higher WallStSmart Score of 61/100 (C+).
DE
Buy53
out of 100
Grade: C-
XPO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-19.0%
Fair Value
$169.58
Current Price
$191.72
$22.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Earnings expanding 52.8% YoY
Every $100 of equity generates 21 in profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 11.4x book value
Distress zone — elevated risk
4.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : XPO
The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% 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 : XPO
The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.4x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.
Key Dynamics to Monitor
XPO carries more volatility with a beta of 1.71 — expect wider price swings.
XPO is growing revenue faster at 13.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
XPO scores higher overall (61/100 vs 53/100) and 13.2% revenue growth. 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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