Deere & Company (DE)vsRXO Inc. (RXO)
DE
Deere & Company
$663.31
+1.26%
INDUSTRIALS · Cap: $182.13B
RXO
RXO Inc.
$27.60
-1.00%
INDUSTRIALS · Cap: $4.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 687% more annual revenue ($47.93B vs $6.09B). DE leads profitability with a 10.2% profit margin vs -1.7%. DE appears more attractively valued with a PEG of 1.57. DE earns a higher WallStSmart Score of 53/100 (C-).
DE
Buy53
out of 100
Grade: C-
RXO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-33.1%
Fair Value
$12.27
Current Price
$27.60
$15.33 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Reasonable price relative to book value
Revenue surging 25.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Operating margin of 0.7%
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Earnings declined 93.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : RXO
The strongest argument for RXO centers on Price/Book, Revenue Growth. Revenue growth of 25.0% demonstrates continued momentum.
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 : RXO
The primary concerns for RXO are Operating Margin, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
DE profiles as a value stock while RXO is a growth play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.99 — expect wider price swings.
RXO is growing revenue faster at 25.0% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
DE scores higher overall (53/100 vs 41/100). 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
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