Deere & Company (DE)vsRBC Bearings Incorporated (RBC)
DE
Deere & Company
$675.74
+0.87%
INDUSTRIALS · Cap: $182.20B
RBC
RBC Bearings Incorporated
$494.83
+3.51%
INDUSTRIALS · Cap: $15.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 2352% more annual revenue ($47.93B vs $1.95B). RBC leads profitability with a 16.4% profit margin vs 10.2%. DE appears more attractively valued with a PEG of 1.57. RBC earns a higher WallStSmart Score of 65/100 (B-).
DE
Hold49
out of 100
Grade: D+
RBC
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Conservative balance sheet, low leverage
Strong operational efficiency at 27.2%
19.2% revenue growth
Earnings expanding 47.5% 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 : RBC
The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 16.4% and operating margin at 27.2%. Revenue growth of 19.2% 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 : RBC
The primary concerns for RBC are PEG Ratio, P/E Ratio. A P/E of 48.3x leaves little room for execution misses.
Key Dynamics to Monitor
DE profiles as a declining stock while RBC is a growth play — different risk/reward profiles.
RBC carries more volatility with a beta of 1.40 — expect wider price swings.
RBC is growing revenue faster at 19.2% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
RBC scores higher overall (65/100 vs 49/100), backed by strong 16.4% margins and 19.2% 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.
RBC Bearings Incorporated
INDUSTRIALS · TOOLS & ACCESSORIES · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
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