Deere & Company (DE)vsPDD Holdings Inc. (PDD)
DE
Deere & Company
$574.84
-0.98%
INDUSTRIALS · Cap: $156.81B
PDD
PDD Holdings Inc.
$98.78
-2.69%
CONSUMER CYCLICAL · Cap: $145.63B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 824% more annual revenue ($431.85B vs $46.73B). PDD leads profitability with a 22.7% profit margin vs 10.3%. PDD appears more attractively valued with a PEG of 0.70. PDD earns a higher WallStSmart Score of 75/100 (B+).
DE
Hold49
out of 100
Grade: D+
PDD
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
+78.0%
Fair Value
$485.14
Current Price
$98.78
$386.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 24.1B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Weak financial health signals
Earnings declined 16.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 22.7% and operating margin at 21.1%. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
DE profiles as a declining stock while PDD is a mature play — different risk/reward profiles.
DE carries more volatility with a beta of 0.97 — expect wider price swings.
PDD is growing revenue faster at 12.0% — sustainability is the question.
PDD generates stronger free cash flow (24.1B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (75/100 vs 49/100), backed by strong 22.7% margins and 12.0% 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.
PDD Holdings Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · China
Pinduoduo Inc., operates an electronic commerce platform in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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