Canadian National Railway Company (CNI)vsDeere & Company (DE)
CNI
Canadian National Railway Company
$127.13
-2.09%
INDUSTRIALS · Cap: $78.35B
DE
Deere & Company
$610.95
-1.88%
INDUSTRIALS · Cap: $163.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 167% more annual revenue ($47.34B vs $17.76B). CNI leads profitability with a 26.9% profit margin vs 10.1%. DE appears more attractively valued with a PEG of 1.35. CNI earns a higher WallStSmart Score of 67/100 (B-).
CNI
Strong Buy67
out of 100
Grade: B-
DE
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.5%
Fair Value
$109.08
Current Price
$127.13
$18.05 discount
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.3%
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
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Earnings declined 8.5%
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 26.9% and operating margin at 40.3%. Revenue growth of 11.3% demonstrates continued momentum.
Bull Case : DE
The strongest argument for DE centers on Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : CNI
The primary concerns for CNI are Debt/Equity, PEG Ratio, Altman Z-Score.
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.
Key Dynamics to Monitor
CNI profiles as a mature stock while DE is a declining play — different risk/reward profiles.
CNI carries more volatility with a beta of 1.00 — expect wider price swings.
CNI is growing revenue faster at 11.3% — sustainability is the question.
CNI generates stronger free cash flow (916M), providing more financial flexibility.
Bottom Line
CNI scores higher overall (67/100 vs 51/100), backed by strong 26.9% margins and 11.3% 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.
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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