Deere & Company (DE)vsLandstar System Inc (LSTR)
DE
Deere & Company
$640.67
+3.02%
INDUSTRIALS · Cap: $173.06B
LSTR
Landstar System Inc
$138.80
-17.76%
INDUSTRIALS · Cap: $5.83B
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 0.91. LSTR earns a higher WallStSmart Score of 59/100 (C).
DE
Buy53
out of 100
Grade: C-
LSTR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-58.8%
Fair Value
$102.52
Current Price
$138.80
$36.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
18.1% revenue growth
Earnings expanding 20.1% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
2.6% margin — thin
Operating margin of 4.6%
Weak financial health signals
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 : 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 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. 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 44.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a value stock while LSTR is a growth play — different risk/reward profiles.
LSTR carries more volatility with a beta of 0.89 — 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 53/100) and 18.1% revenue growth. Both earn "Buy" and "Buy" 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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