WallStSmart

Deere & Company (DE)vsLandstar System Inc (LSTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 859% more annual revenue ($47.93B vs $5.00B). DE leads profitability with a 10.2% profit margin vs 2.6%. LSTR appears more attractively valued with a PEG of 0.96. LSTR earns a higher WallStSmart Score of 59/100 (C).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18

LSTR

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 5.5Value: 4.7Quality: 7.5
Piotroski: 3/9Altman Z: 6.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

LSTRSignificantly Overvalued (-60.1%)

Margin of Safety

-60.1%

Fair Value

$101.66

Current Price

$172.78

$71.12 premium

UndervaluedFair: $101.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.20B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

LSTR5 strengths · Avg: 8.6/10
Altman Z-ScoreHealth
6.6010/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.968/10

Growing faster than its price suggests

Revenue GrowthGrowth
18.1%8/10

18.1% revenue growth

EPS GrowthGrowth
20.1%8/10

Earnings expanding 20.1% YoY

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.7x4/10

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%

LSTR4 concerns · Avg: 2.8/10
Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
45.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bull Case : LSTR

The strongest argument for LSTR centers on Altman Z-Score, Debt/Equity, PEG Ratio. Revenue growth of 18.1% demonstrates continued momentum. PEG of 0.96 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 : LSTR

The primary concerns for LSTR are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 45.1x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

DE profiles as a declining stock while LSTR is a growth play — different risk/reward profiles.

DE carries more volatility with a beta of 0.91 — expect wider price swings.

LSTR is growing revenue faster at 18.1% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

LSTR scores higher overall (59/100 vs 49/100) and 18.1% 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.

Landstar System Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Landstar System, Inc. provides integrated transportation management solutions in the United States, Canada, Mexico, and internationally. The company is headquartered in Jacksonville, Florida.

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