Deere & Company (DE)vsTFI International Inc (TFII)
DE
Deere & Company
$610.95
-1.88%
INDUSTRIALS · Cap: $163.94B
TFII
TFI International Inc
$141.03
-4.55%
INDUSTRIALS · Cap: $12.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 483% more annual revenue ($47.34B vs $8.12B). DE leads profitability with a 10.1% profit margin vs 4.1%. DE trades at a lower P/E of 33.2x. TFII earns a higher WallStSmart Score of 54/100 (C-).
DE
Buy51
out of 100
Grade: C-
TFII
Buy54
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Earnings expanding 41.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Earnings declined 8.5%
4.1% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap. PEG of 1.35 suggests the stock is reasonably priced for its growth.
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 P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Bear Case : TFII
The primary concerns for TFII are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 40.7x leaves little room for execution misses. 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 1.48 — expect wider price swings.
TFII is growing revenue faster at 12.4% — sustainability is the question.
DE generates stronger free cash flow (874M), providing more financial flexibility.
Bottom Line
TFII scores higher overall (54/100 vs 51/100) and 12.4% revenue growth. Both earn "Buy" and "Buy" 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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