Deere & Company (DE)vsXPO Logistics Inc (XPO)
DE
Deere & Company
$589.87
+5.33%
INDUSTRIALS · Cap: $159.33B
XPO
XPO Logistics Inc
$220.13
+1.58%
INDUSTRIALS · Cap: $25.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 473% more annual revenue ($46.73B vs $8.16B). DE leads profitability with a 10.3% profit margin vs 3.9%. DE appears more attractively valued with a PEG of 1.69. DE earns a higher WallStSmart Score of 49/100 (D+).
DE
Hold49
out of 100
Grade: D+
XPO
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DE.
Margin of Safety
-8.5%
Fair Value
$186.00
Current Price
$220.13
$34.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 11.1%
Trading at 13.8x book value
4.6% revenue growth
3.9% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DE
The strongest argument for DE centers on Market Cap.
Bull Case : XPO
XPO has a balanced fundamental profile.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : XPO
The primary concerns for XPO are Price/Book, Revenue Growth, Profit Margin. A P/E of 82.1x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
DE profiles as a declining stock while XPO is a value play — different risk/reward profiles.
XPO carries more volatility with a beta of 1.72 — expect wider price swings.
XPO is growing revenue faster at 4.6% — sustainability is the question.
XPO generates stronger free cash flow (119M), providing more financial flexibility.
Bottom Line
DE scores higher overall (49/100 vs 41/100). 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.
XPO Logistics Inc
INDUSTRIALS · TRUCKING · USA
XPO Logistics, Inc. provides supply chain solutions in the United States, the rest of North America, France, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Greenwich, Connecticut.
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