Deere & Company (DE)vsHEICO Corporation (HEI-A)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
HEI-A
HEICO Corporation
$235.25
+1.25%
INDUSTRIALS · Cap: $33.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 826% more annual revenue ($47.93B vs $5.18B). HEI-A leads profitability with a 16.4% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. HEI-A earns a higher WallStSmart Score of 69/100 (B-).
DE
Hold49
out of 100
Grade: D+
HEI-A
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-7.0%
Fair Value
$230.84
Current Price
$235.25
$4.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Strong operational efficiency at 25.1%
Revenue surging 23.1% year-over-year
Earnings expanding 32.5% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
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, Free Cash Flow.
Bull Case : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 25.1%. Revenue growth of 23.1% 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 : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 40.7x leaves little room for execution misses.
Key Dynamics to Monitor
DE profiles as a declining stock while HEI-A is a growth play — different risk/reward profiles.
HEI-A carries more volatility with a beta of 1.05 — expect wider price swings.
HEI-A is growing revenue faster at 23.1% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
HEI-A scores higher overall (69/100 vs 49/100), backed by strong 16.4% margins and 23.1% revenue growth. Both earn "Strong 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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