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v0.1
DE$572.44+5.53%
Fair $572.44+0.0%

DE

Deere & Company

Industrials / Farm & Heavy Construction MachineryNYSE

$572.44

+30.01 (+5.53%)

Fairly Valued+0.0%Fair Value $572.44Fund rank 27/100 · Data gapFallback financials|
SA 25/D
F-Score: 4/9
High DebtDeclining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.1B · quality 43.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 2unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.48, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · DELocal privado en este navegador · Deere & Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$154.5B

P/E

32.5x

↑

EV/EBITDA

18.1x

↑

ROE

19.4%

↑

Gross Margin

36.5%

↑

Debt/Equity

2.48

↑
52-Week Range$572
$433$674

TradingView lightweight chart

DE price, volumen y niveles de valoración

Último $572.44Periodo +2570.3%
Fair value: $572.44

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+4.1%

FCF CAGR

+3.5%

FCF margin

7.2%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.66B · net income $5.03B · FCF $3.23B

2007-FY → 2025-FY

Gross margin

36.5%— pts

Operating margin

18.8%— pts

Net margin

11.3%+2.8% pts

FCF margin

7.2%-0.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$44.66B$44.66B$50.52B$60.25B$51.28B$44.02B$35.54B$39.26B$37.36B$29.74B$26.64B$28.86B$36.07B$37.80B$36.16B$32.01B$26.00B$20.76B$25.80B$21.49B
Net Income$5.03B$5.03B$7.10B$10.17B$7.13B$5.96B$2.75B$3.25B$2.37B$2.16B$1.52B$1.94B$3.16B$3.54B$3.06B$2.80B$1.86B$873.5M$2.05B$1.82B
EBITDA$11.66B$11.66B$14.67B$17.48B$12.08B$10.06B$6.42B$6.43B$6.40B$5.29B$4.15B$4.52B$6.52B$7.07B$6.11B$5.48B$4.32B$2.48B$4.25B—
EPS18.5018.5025.6234.6323.2818.998.6910.157.246.684.815.778.639.097.636.634.352.064.704.00
Gross Margin36.5%36.5%38.6%37.0%30.7%———————————————
Operating Margin18.8%18.8%22.6%24.2%17.6%18.2%12.1%11.2%12.0%12.0%9.7%10.9%14.5%15.7%14.1%14.3%13.1%7.7%13.3%—
Net Margin11.3%11.3%14.1%16.9%13.9%13.5%7.7%8.3%6.3%7.3%5.7%6.7%8.8%9.4%8.5%8.7%7.2%4.2%8.0%8.5%
Balance Sheet
Debt/Equity2.482.482.872.922.581.782.532.652.412.71——2.692.103.282.492.673.612.13—
Current Ratio2.212.21——————————————————
Cash Flow
Free Cash Flow$3.23B$3.23B$4.43B$4.12B$911.0M$6.88B$6.66B$2.29B$926.0M$1.60B—$3.06B———$1.27B$1.52B$1.08B$836.7M$1.74B
Returns
ROE19.4%19.4%31.1%46.7%35.2%32.4%21.3%28.5%21.0%22.6%23.4%—34.9%34.5%44.8%41.2%29.6%18.1%31.4%25.5%
Valuation
P/E32.4732.4715.3811.0416.97———————————————
EV/EBITDA18.1518.1511.409.6413.94———————————————
P/B5.995.994.785.155.97———————————————
Growth & Yield
Revenue Growth-11.6%-11.6%-16.1%17.5%—23.9%-9.5%5.1%25.6%11.6%-7.7%-20.0%-4.6%4.5%12.9%23.1%25.3%-19.6%20.1%—
EPS Growth-27.8%-27.8%-26.0%48.8%—118.5%-14.4%40.2%8.4%38.9%-16.6%-33.1%-5.1%19.1%15.1%52.4%111.2%-56.2%17.5%—
Dividend Yield1.2%1.2%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$50.79

Spread vs growth

-67.8%

5Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$61.46

Spread vs growth

-54.9%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$98.98

Spread vs growth

-46.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +13.9%

Total return

+13.9%

Start / end P/E

19.8x → 30.9x

EPS bridge

25.62 → 18.50

Residual

-15.6%

EPS growth-27.8%
Multiple rerating+56.1%
Dividend+1.2%
Residual / FX / buybacks / cross-term-15.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.