WallStSmart

CSW Industrials, Inc. (CSW)vsDeere & Company (DE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 3998% more annual revenue ($47.93B vs $1.17B). CSW leads profitability with a 10.3% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. CSW earns a higher WallStSmart Score of 64/100 (C+).

CSW

Buy

64

out of 100

Grade: C+

Growth: 8.7Profit: 6.5Value: 2.7Quality: 5.5
Piotroski: 1/9Altman Z: 1.91

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSWSignificantly Overvalued (-71.0%)

Margin of Safety

-71.0%

Fair Value

$188.35

Current Price

$300.71

$112.36 premium

UndervaluedFair: $188.35Overvalued

Intrinsic value data unavailable for DE.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSW3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
33.0%10/10

Revenue surging 33.0% year-over-year

Operating MarginProfitability
22.9%8/10

Strong operational efficiency at 22.9%

EPS GrowthGrowth
25.1%8/10

Earnings expanding 25.1% YoY

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.20B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

Areas to Watch

CSW4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.914/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.842/10

Expensive relative to growth rate

P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.7x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.1%2/10

Revenue declined 11.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSW

The strongest argument for CSW centers on Revenue Growth, Operating Margin, EPS Growth. Revenue growth of 33.0% demonstrates continued momentum.

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bear Case : CSW

The primary concerns for CSW are Altman Z-Score, Piotroski F-Score, PEG Ratio. A P/E of 40.6x leaves little room for execution misses.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.29 is elevated, increasing financial risk.

Key Dynamics to Monitor

CSW profiles as a growth stock while DE is a declining play — different risk/reward profiles.

DE carries more volatility with a beta of 0.91 — expect wider price swings.

CSW is growing revenue faster at 33.0% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

CSW scores higher overall (64/100 vs 49/100) and 33.0% revenue growth. Both earn "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.

CSW Industrials, Inc.

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

CSW Industrials, Inc. provides various industrial products in the United States and internationally. The company is headquartered in Dallas, Texas.

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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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