Deere & Company (DE)vsHerc Holdings Inc (HRI)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
HRI
Herc Holdings Inc
$140.96
-0.81%
INDUSTRIALS · Cap: $4.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 887% more annual revenue ($47.93B vs $4.86B). DE leads profitability with a 10.2% profit margin vs 1.0%. HRI appears more attractively valued with a PEG of 0.05. HRI earns a higher WallStSmart Score of 58/100 (C).
DE
Hold49
out of 100
Grade: D+
HRI
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-63.9%
Fair Value
$110.35
Current Price
$140.96
$30.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 20.2% 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%
1.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -0.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : HRI
The strongest argument for HRI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
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 : HRI
The primary concerns for HRI are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 86.2x leaves little room for execution misses. Debt-to-equity of 5.01 is elevated, increasing financial risk.
Key Dynamics to Monitor
DE profiles as a declining stock while HRI is a growth play — different risk/reward profiles.
HRI carries more volatility with a beta of 1.86 — expect wider price swings.
HRI is growing revenue faster at 20.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
HRI scores higher overall (58/100 vs 49/100) and 20.2% 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.
Herc Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Herc Holdings Inc. is an equipment rental provider primarily in the United States and internationally. The company is headquartered in Bonita Springs, Florida.
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