Deere & Company (DE)vsHeico Corporation (HEI)
DE
Deere & Company
$583.44
-0.36%
INDUSTRIALS · Cap: $156.36B
HEI
Heico Corporation
$331.43
-0.46%
INDUSTRIALS · Cap: $46.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 864% more annual revenue ($47.34B vs $4.91B). HEI leads profitability with a 16.1% profit margin vs 10.1%. DE appears more attractively valued with a PEG of 1.67. HEI earns a higher WallStSmart Score of 62/100 (C+).
DE
Hold49
out of 100
Grade: D+
HEI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+7.9%
Fair Value
$350.16
Current Price
$331.43
$18.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Revenue surging 25.3% year-over-year
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Trading at 10.3x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : HEI
The strongest argument for HEI centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 25.5%. Revenue growth of 25.3% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Bear Case : HEI
The primary concerns for HEI are Price/Book, PEG Ratio, P/E Ratio. A P/E of 59.2x leaves little room for execution misses.
Key Dynamics to Monitor
DE profiles as a declining stock while HEI is a growth play — different risk/reward profiles.
HEI carries more volatility with a beta of 1.03 — expect wider price swings.
HEI is growing revenue faster at 25.3% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
HEI scores higher overall (62/100 vs 49/100), backed by strong 16.1% margins and 25.3% 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.
Heico Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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