WallStSmart

Deere & Company (DE)vsRBC Bearings Incorporated (RBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 2430% more annual revenue ($47.34B vs $1.87B). RBC leads profitability with a 15.4% profit margin vs 10.1%. RBC appears more attractively valued with a PEG of 1.40. RBC earns a higher WallStSmart Score of 60/100 (C+).

DE

Hold

49

out of 100

Grade: D+

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

RBC

Buy

60

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 4.3Quality: 7.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$156.36B9/10

Large-cap with strong market position

RBC4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Operating MarginProfitability
25.5%8/10

Strong operational efficiency at 25.5%

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

EPS GrowthGrowth
25.6%8/10

Earnings expanding 25.6% YoY

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

P/E RatioValuation
32.8x4/10

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%

RBC1 concerns · Avg: 2.0/10
P/E RatioValuation
65.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : RBC

The strongest argument for RBC centers on Debt/Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 15.4% and operating margin at 25.5%. Revenue growth of 18.3% demonstrates continued momentum.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Bear Case : RBC

The primary concerns for RBC are P/E Ratio. A P/E of 65.1x 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 1.43 — expect wider price swings.

RBC is growing revenue faster at 18.3% — sustainability is the question.

DE generates stronger free cash flow (874M), providing more financial flexibility.

Bottom Line

RBC scores higher overall (60/100 vs 49/100), backed by strong 15.4% margins and 18.3% 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.

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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