AG vs CAT vs DE vs PAAS vs CNH

For growth investors, First Majestic Silver Corp.

(AG) is the stronger pick with 128. 2% revenue growth year-over-year, versus -8. 8% for CNH Industrial N. V. (CNH). Pan American Silver Corp. (PAAS) offers the better valuation at 22. 1x trailing P/E (12. 4x forward), making it the more compelling value choice. Analysts rate Caterpillar Inc. (CAT) a "Buy" — based on 53 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Pan American Silver Corp.

(PAAS) is the cheapest at 22. 1x versus First Majestic Silver Corp. at 61. 1x. On forward P/E, Pan American Silver Corp. is actually cheaper at 12. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Pan American Silver Corp. wins at 0. 49x versus Deere & Company's 1. 99x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Caterpillar Inc.

(CAT) delivered a total return of +282. 5%, compared to -27. 3% for CNH Industrial N. V. (CNH). Over 10 years, the gap is even starker: CAT returned +1228% versus CNH's +87. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Deere & Company (DE) is the lower-risk stock at 0.

56β versus First Majestic Silver Corp. 's 1. 56β — meaning AG is approximately 177% more volatile than DE relative to the S&P 500. On balance sheet safety, First Majestic Silver Corp. (AG) carries a lower debt/equity ratio of 10% versus 3% for CNH Industrial N. V. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), First Majestic Silver Corp.

(AG) is pulling ahead at 128. 2% versus -8. 8% for CNH Industrial N. V. (CNH). On earnings-per-share growth, the picture is similar: Pan American Silver Corp. grew EPS 741. 9% year-over-year, compared to -58. 6% for CNH Industrial N. V.. Over a 3-year CAGR, PAAS leads at 35. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Pan American Silver Corp.

(PAAS) is the more profitable company, earning 27. 0% net margin versus 2. 8% for CNH Industrial N. V. — meaning it keeps 27. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PAAS leads at 32. 3% versus 15. 4% for CNH. At the gross margin level — before operating expenses — PAAS leads at 37. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Pan American Silver Corp. (PAAS) is the more undervalued stock at a PEG of 0. 49x versus Deere & Company's 1. 99x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Pan American Silver Corp. (PAAS) trades at 12. 4x forward P/E versus 38. 8x for Caterpillar Inc. — 26. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for PAAS: 29. 7% to $75. 00.

In this comparison, CNH (2.

5% yield), DE (1. 1% yield), PAAS (0. 8% yield), CAT (0. 7% yield) pay a dividend. AG does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Deere & Company (DE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

56), 1. 1% yield, +671. 0% 10Y return). First Majestic Silver Corp. (AG) carries a higher beta of 1. 56 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DE: +671. 0%, AG: +128. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (AG (Basic Materials) and CAT (Industrials) and DE (Industrials) and PAAS (Basic Materials) and CNH (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: AG is a mid-cap high-growth stock; CAT is a large-cap quality compounder stock; DE is a mid-cap quality compounder stock; PAAS is a mid-cap high-growth stock; CNH is a mid-cap quality compounder stock. CAT, DE, PAAS, CNH pay a dividend while AG does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.