WallStSmart

Deere & Company (DE)vsXPO Logistics Inc (XPO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Deere & Company generates 459% more annual revenue ($47.93B vs $8.57B). DE leads profitability with a 10.2% profit margin vs 4.7%. DE appears more attractively valued with a PEG of 1.57. XPO earns a higher WallStSmart Score of 61/100 (C+).

DE

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 6.5Value: 4.3Quality: 4.0
Piotroski: 3/9Altman Z: 2.18

XPO

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 2.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for DE.

XPOSignificantly Overvalued (-19.0%)

Margin of Safety

-19.0%

Fair Value

$169.58

Current Price

$191.72

$22.14 premium

UndervaluedFair: $169.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DE2 strengths · Avg: 8.5/10
Market CapQuality
$182.13B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.94B8/10

Generating 1.9B in free cash flow

XPO2 strengths · Avg: 9.5/10
EPS GrowthGrowth
52.8%10/10

Earnings expanding 52.8% YoY

Return on EquityProfitability
20.6%9/10

Every $100 of equity generates 21 in profit

Areas to Watch

DE4 concerns · Avg: 3.8/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
37.5x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.9%4/10

4.9% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

XPO4 concerns · Avg: 3.8/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

Price/BookValuation
11.4x4/10

Trading at 11.4x book value

Altman Z-ScoreHealth
1.604/10

Distress zone — elevated risk

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : DE

The strongest argument for DE centers on Market Cap, Free Cash Flow.

Bull Case : XPO

The strongest argument for XPO centers on EPS Growth, Return on Equity. Revenue growth of 13.2% 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 : XPO

The primary concerns for XPO are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.4x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.

Key Dynamics to Monitor

XPO carries more volatility with a beta of 1.71 — expect wider price swings.

XPO is growing revenue faster at 13.2% — sustainability is the question.

DE generates stronger free cash flow (1.9B), providing more financial flexibility.

Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

XPO scores higher overall (61/100 vs 53/100) and 13.2% 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.

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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