WallStSmart

Deere & Company (DE)vsU-Haul Holding Company (UHAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 679% more annual revenue ($46.73B vs $6.00B). DE leads profitability with a 10.3% profit margin vs 2.1%. DE appears more attractively valued with a PEG of 1.69. DE earns a higher WallStSmart Score of 49/100 (D+).

DE

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 7.0Value: 4.3Quality: 6.3
Piotroski: 3/9Altman Z: 2.18

UHAL

Hold

40

out of 100

Grade: F

Growth: 3.3Profit: 4.0Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

UHALUndervalued (+89.7%)

Margin of Safety

+89.7%

Fair Value

$471.24

Current Price

$51.36

$419.88 discount

UndervaluedFair: $471.24Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE1 strengths · Avg: 9.0/10
Market CapQuality
$159.33B9/10

Large-cap with strong market position

UHAL1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

DE4 concerns · Avg: 3.3/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

P/E RatioValuation
33.2x4/10

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%

UHAL4 concerns · Avg: 3.5/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Revenue GrowthGrowth
1.9%4/10

1.9% revenue growth

Return on EquityProfitability
1.7%3/10

ROE of 1.7% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap.

Bull Case : UHAL

The strongest argument for UHAL centers on Price/Book.

Bear Case : DE

The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : UHAL

The primary concerns for UHAL are PEG Ratio, Revenue Growth, Return on Equity. A P/E of 111.9x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

DE profiles as a declining stock while UHAL is a value play — different risk/reward profiles.

UHAL carries more volatility with a beta of 1.11 — expect wider price swings.

UHAL is growing revenue faster at 1.9% — sustainability is the question.

DE generates stronger free cash flow (-1.6B), providing more financial flexibility.

Bottom Line

DE scores higher overall (49/100 vs 40/100). UHAL offers better value entry with a 89.7% margin of safety. Both earn "Hold" 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.

U-Haul Holding Company

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

AMERCO is a DIY warehousing and moving operator for household and commercial items in the United States and Canada. The company is headquartered in Reno, Nevada.

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