Deere & Company (DE)vsTFI International Inc (TFII)
DE
Deere & Company
$675.74
-0.32%
INDUSTRIALS · Cap: $182.20B
TFII
TFI International Inc
$131.24
+0.08%
INDUSTRIALS · Cap: $11.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 490% more annual revenue ($47.93B vs $8.12B). DE leads profitability with a 10.2% profit margin vs 4.1%. TFII trades at a lower P/E of 33.7x. TFII earns a higher WallStSmart Score of 54/100 (C-).
DE
Hold49
out of 100
Grade: D+
TFII
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.9B in free cash flow
Earnings expanding 41.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Premium valuation, high expectations priced in
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bull Case : TFII
The strongest argument for TFII centers on EPS Growth. Revenue growth of 12.4% 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 : TFII
The primary concerns for TFII are P/E Ratio, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while TFII is a value play — different risk/reward profiles.
TFII carries more volatility with a beta of 1.47 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
TFII scores higher overall (54/100 vs 49/100) and 12.4% 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.
TFI International Inc
INDUSTRIALS · TRUCKING · USA
TFI International Inc. provides transportation and logistics services in the United States, Canada, and Mexico. The company is headquartered in Saint-Laurent, Canada.
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