WallStSmart

Deere & Company (DE)vsHEICO Corporation (HEI-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 909% more annual revenue ($46.73B vs $4.63B). HEI-A leads profitability with a 15.4% profit margin vs 10.3%. DE appears more attractively valued with a PEG of 1.69. HEI-A earns a higher WallStSmart Score of 63/100 (C+).

DE

Hold

49

out of 100

Grade: D+

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

HEI-A

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

HEI-AFair Value (-1.8%)

Margin of Safety

-1.8%

Fair Value

$242.74

Current Price

$209.02

$33.72 premium

UndervaluedFair: $242.74Overvalued

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

HEI-A1 strengths · Avg: 8.0/10
Operating MarginProfitability
22.2%8/10

Strong operational efficiency at 22.2%

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%

HEI-A2 concerns · Avg: 3.0/10
PEG RatioValuation
1.924/10

Expensive relative to growth rate

P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : HEI-A

The strongest argument for HEI-A centers on Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 22.2%. Revenue growth of 14.4% demonstrates continued momentum.

Bear Case : DE

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

Bear Case : HEI-A

The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 40.6x leaves little room for execution misses.

Key Dynamics to Monitor

DE profiles as a declining stock while HEI-A is a mature play — different risk/reward profiles.

HEI-A carries more volatility with a beta of 1.08 — expect wider price swings.

HEI-A is growing revenue faster at 14.4% — sustainability is the question.

HEI-A generates stronger free cash flow (165M), providing more financial flexibility.

Bottom Line

HEI-A scores higher overall (63/100 vs 49/100), backed by strong 15.4% margins and 14.4% 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.

Want to dig deeper into these stocks?