Deere & Company (DE)vsZTO Express (Cayman) Inc (ZTO)
DE
Deere & Company
$610.95
-1.88%
INDUSTRIALS · Cap: $163.94B
ZTO
ZTO Express (Cayman) Inc
$23.90
-0.13%
INDUSTRIALS · Cap: $18.20B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 9% more annual revenue ($51.49B vs $47.34B). ZTO leads profitability with a 17.9% profit margin vs 10.1%. ZTO appears more attractively valued with a PEG of 1.27. ZTO earns a higher WallStSmart Score of 70/100 (B-).
DE
Buy51
out of 100
Grade: C-
ZTO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+64.2%
Fair Value
$69.44
Current Price
$23.90
$45.54 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.0% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Earnings declined 8.5%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bull Case : ZTO
The strongest argument for ZTO centers on Altman Z-Score, P/E Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 19.2%. Revenue growth of 22.0% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
DE profiles as a declining stock while ZTO is a growth play — different risk/reward profiles.
DE carries more volatility with a beta of 0.90 — expect wider price swings.
ZTO is growing revenue faster at 22.0% — sustainability is the question.
ZTO generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (70/100 vs 51/100), backed by strong 17.9% margins and 22.0% 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.
ZTO Express (Cayman) Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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