Deere & Company (DE)vsGraham Corporation (GHM)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
GHM
Graham Corporation
$87.90
+2.82%
INDUSTRIALS · Cap: $979.92M
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 18252% more annual revenue ($47.93B vs $261.15M). DE leads profitability with a 10.2% profit margin vs 4.5%. DE appears more attractively valued with a PEG of 1.57. DE earns a higher WallStSmart Score of 49/100 (D+).
DE
Hold49
out of 100
Grade: D+
GHM
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-49.1%
Fair Value
$59.21
Current Price
$87.90
$28.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Conservative balance sheet, low leverage
Revenue surging 28.6% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
4.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : GHM
The strongest argument for GHM centers on Debt/Equity, Revenue Growth. Revenue growth of 28.6% demonstrates continued momentum.
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.
Bear Case : GHM
The primary concerns for GHM are Altman Z-Score, Market Cap, Return on Equity. A P/E of 81.1x leaves little room for execution misses. Thin 4.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while GHM is a growth play — different risk/reward profiles.
GHM carries more volatility with a beta of 1.07 — expect wider price swings.
GHM is growing revenue faster at 28.6% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 40/100). Both earn "Hold" 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.
Graham Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Graham Corporation designs, manufactures and supplies vacuum and heat transfer equipment for the chemical, defense, petrochemical, oil refining, power generation / alternative energy and other industries. The company is headquartered in Batavia, New York.
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