Canadian Natural Resources Ltd (CNQ)vsDeere & Company (DE)
CNQ
Canadian Natural Resources Ltd
$49.02
+1.32%
ENERGY · Cap: $102.25B
DE
Deere & Company
$577.99
-0.86%
INDUSTRIALS · Cap: $157.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 21% more annual revenue ($46.73B vs $38.76B). CNQ leads profitability with a 27.9% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. CNQ earns a higher WallStSmart Score of 67/100 (B-).
CNQ
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
+76.9%
Fair Value
$175.97
Current Price
$49.02
$126.95 discount
Margin of Safety
-379.7%
Fair Value
$120.50
Current Price
$577.99
$457.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Large-cap with strong market position
Areas to Watch
1.5% revenue growth
3.7% earnings growth
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Earnings declined 24.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNQ
The strongest argument for CNQ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 27.9% and operating margin at 19.6%.
Bull Case : DE
The strongest argument for DE centers on Market Cap. Revenue growth of 13.0% demonstrates continued momentum.
Bear Case : CNQ
The primary concerns for CNQ are Revenue Growth, EPS Growth, PEG Ratio.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CNQ carries more volatility with a beta of 1.06 — expect wider price swings.
DE is growing revenue faster at 13.0% — sustainability is the question.
CNQ generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor OIL & GAS E&P industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CNQ scores higher overall (67/100 vs 51/100), backed by strong 27.9% margins. 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 Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
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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