Canadian National Railway Company (CNI)vsDeere & Company (DE)
CNI
Canadian National Railway Company
$112.12
+3.74%
INDUSTRIALS · Cap: $68.02B
DE
Deere & Company
$560.02
-0.68%
INDUSTRIALS · Cap: $159.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 170% more annual revenue ($46.73B vs $17.30B). CNI leads profitability with a 27.3% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. CNI earns a higher WallStSmart Score of 68/100 (B-).
CNI
Strong Buy68
out of 100
Grade: B-
DE
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+8.9%
Fair Value
$116.76
Current Price
$112.12
$4.64 discount
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 42.4%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 27 of every $100 in revenue as profit
Large-cap with strong market position
Areas to Watch
2.4% revenue growth
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNI
The strongest argument for CNI centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 27.3% and operating margin at 42.4%.
Bull Case : DE
The strongest argument for DE centers on Market Cap.
Bear Case : CNI
The primary concerns for CNI are Revenue Growth, Debt/Equity, PEG Ratio.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNI profiles as a value stock while DE is a declining play — different risk/reward profiles.
DE carries more volatility with a beta of 0.99 — expect wider price swings.
CNI is growing revenue faster at 2.4% — sustainability is the question.
CNI generates stronger free cash flow (826M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (68/100 vs 49/100), backed by strong 27.3% margins. 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.
Canadian National Railway Company
INDUSTRIALS · RAILROADS · USA
Canadian National Railway Company, is engaged in the rail and related transportation business. The company is headquartered in Montreal, Canada.
Visit Website →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.
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