WallStSmart

Deere & Company (DE)vsNow Inc (DNOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 1557% more annual revenue ($46.73B vs $2.82B). DE leads profitability with a 10.3% profit margin vs -3.2%. DNOW earns a higher WallStSmart Score of 56/100 (C).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 6.3
Piotroski: 3/9Altman Z: 2.18

DNOW

Buy

56

out of 100

Grade: C

Growth: 8.7Profit: 3.0Value: 6.0Quality: 7.0
Piotroski: 2/9Altman Z: 1.53
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

DNOWUndervalued (+22.5%)

Margin of Safety

+22.5%

Fair Value

$21.37

Current Price

$13.49

$7.88 discount

UndervaluedFair: $21.37Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$159.33B9/10

Large-cap with strong market position

DNOW4 strengths · Avg: 9.8/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
68.0%10/10

Revenue surging 68.0% year-over-year

EPS GrowthGrowth
90.5%10/10

Earnings expanding 90.5% YoY

Debt/EquityHealth
0.309/10

Conservative balance sheet, low leverage

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

P/E RatioValuation
33.2x4/10

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%

DNOW4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.534/10

Distress zone — elevated risk

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-5.2%2/10

ROE of -5.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : DNOW

The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 68.0% demonstrates continued momentum.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : DNOW

The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

DE profiles as a declining stock while DNOW is a hypergrowth play — different risk/reward profiles.

DE carries more volatility with a beta of 0.99 — expect wider price swings.

DNOW is growing revenue faster at 68.0% — sustainability is the question.

DNOW generates stronger free cash flow (76M), providing more financial flexibility.

Bottom Line

DNOW scores higher overall (56/100 vs 49/100) and 68.0% 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.

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.

Now Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

NOW Inc. distributes downstream power and industrial products for oil refining, chemical processing, LNG terminals, power generation services, and industrial manufacturing operations in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.

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