Drug Manufacturers - Specialty & Generic
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PAHC vs DE
Revenue, margins, valuation, and 5-year total return — side by side.
Agricultural - Machinery
PAHC vs DE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Drug Manufacturers - Specialty & Generic | Agricultural - Machinery |
| Market Cap | $2.38B | $160.38B |
| Revenue (TTM) | $1.46B | $45.88B |
| Net Income (TTM) | $92M | $4.08B |
| Gross Margin | 31.9% | 34.7% |
| Operating Margin | 11.6% | 17.0% |
| Forward P/E | 19.3x | 33.2x |
| Total Debt | $762M | $63.94B |
| Cash & Equiv. | $68M | $8.28B |
PAHC vs DE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Phibro Animal Healt… (PAHC) | 100 | 223.8 | +123.8% |
| Deere & Company (DE) | 100 | 388.9 | +288.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PAHC vs DE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PAHC is the clearest fit if your priority is growth exposure.
- Rev growth 27.4%, EPS growth 18.8%, 3Y rev CAGR 11.2%
- 27.4% revenue growth vs DE's -2.2%
- +210.5% vs DE's +25.8%
DE carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 8 yrs, beta 0.56, yield 1.1%
- 6.8% 10Y total return vs PAHC's 207.3%
- Lower volatility, beta 0.56, current ratio 2.31x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 27.4% revenue growth vs DE's -2.2% | |
| Value | PEG 2.03 vs 2.59 | |
| Quality / Margins | 8.9% margin vs PAHC's 6.3% | |
| Stability / Safety | Beta 0.56 vs PAHC's 1.38, lower leverage | |
| Dividends | 1.1% yield, 8-year raise streak, vs PAHC's 0.8% | |
| Momentum (1Y) | +210.5% vs DE's +25.8% | |
| Efficiency (ROA) | 6.7% ROA vs DE's 3.9%, ROIC 9.8% vs 7.7% |
PAHC vs DE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PAHC vs DE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DE leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DE is the larger business by revenue, generating $45.9B annually — 31.3x PAHC's $1.5B. Profitability is closely matched — net margins range from 8.9% (DE) to 6.3% (PAHC). On growth, PAHC holds the edge at +20.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $45.9B |
| EBITDAEarnings before interest/tax | $220M | $9.5B |
| Net IncomeAfter-tax profit | $92M | $4.1B |
| Free Cash FlowCash after capex | $47M | $5.5B |
| Gross MarginGross profit ÷ Revenue | +31.9% | +34.7% |
| Operating MarginEBIT ÷ Revenue | +11.6% | +17.0% |
| Net MarginNet income ÷ Revenue | +6.3% | +8.9% |
| FCF MarginFCF ÷ Revenue | +3.2% | +12.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +20.9% | +16.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +7.4% | -24.1% |
Valuation Metrics
DE leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 32.0x trailing earnings, DE trades at a 35% valuation discount to PAHC's 49.3x P/E. Adjusting for growth (PEG ratio), DE offers better value at 1.96x vs PAHC's 6.60x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.4B | $160.4B |
| Enterprise ValueMkt cap + debt − cash | $3.1B | $216.0B |
| Trailing P/EPrice ÷ TTM EPS | 49.28x | 31.98x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.33x | 33.16x |
| PEG RatioP/E ÷ EPS growth rate | 6.60x | 1.96x |
| EV / EBITDAEnterprise value multiple | 19.67x | 20.29x |
| Price / SalesMarket cap ÷ Revenue | 1.83x | 3.59x |
| Price / BookPrice ÷ Book value/share | 8.35x | 6.18x |
| Price / FCFMarket cap ÷ FCF | 56.82x | 49.64x |
Profitability & Efficiency
PAHC leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
PAHC delivers a 30.8% return on equity — every $100 of shareholder capital generates $31 in annual profit, vs $15 for DE. DE carries lower financial leverage with a 2.46x debt-to-equity ratio, signaling a more conservative balance sheet compared to PAHC's 2.67x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +30.8% | +15.5% |
| ROA (TTM)Return on assets | +6.7% | +3.9% |
| ROICReturn on invested capital | +9.8% | +7.7% |
| ROCEReturn on capital employed | +12.0% | +11.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 2.67x | 2.46x |
| Net DebtTotal debt minus cash | $694M | $55.7B |
| Cash & Equiv.Liquid assets | $68M | $8.3B |
| Total DebtShort + long-term debt | $762M | $63.9B |
| Interest CoverageEBIT ÷ Interest expense | 3.64x | 2.74x |
Total Returns (Dividends Reinvested)
PAHC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PAHC five years ago would be worth $23,641 today (with dividends reinvested), compared to $15,865 for DE. Over the past 12 months, PAHC leads with a +210.5% total return vs DE's +25.8%. The 3-year compound annual growth rate (CAGR) favors PAHC at 61.1% vs DE's 17.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +57.5% | +27.1% |
| 1-Year ReturnPast 12 months | +210.5% | +25.8% |
| 3-Year ReturnCumulative with dividends | +318.1% | +60.4% |
| 5-Year ReturnCumulative with dividends | +136.4% | +58.7% |
| 10-Year ReturnCumulative with dividends | +207.3% | +676.6% |
| CAGR (3Y)Annualised 3-year return | +61.1% | +17.1% |
Risk & Volatility
Evenly matched — PAHC and DE each lead in 1 of 2 comparable metrics.
Risk & Volatility
DE is the less volatile stock with a 0.56 beta — it tends to amplify market swings less than PAHC's 1.38 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PAHC currently trades 97.6% from its 52-week high vs DE's 87.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.38x | 0.56x |
| 52-Week HighHighest price in past year | $60.08 | $674.19 |
| 52-Week LowLowest price in past year | $18.89 | $433.00 |
| % of 52W HighCurrent price vs 52-week peak | +97.6% | +87.8% |
| RSI (14)Momentum oscillator 0–100 | 54.5 | 48.1 |
| Avg Volume (50D)Average daily shares traded | 273K | 1.2M |
Analyst Outlook
DE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PAHC as "Buy" and DE as "Hold". Consensus price targets imply 15.0% upside for DE (target: $681) vs -16.4% for PAHC (target: $49). For income investors, DE offers the higher dividend yield at 1.07% vs PAHC's 0.81%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $49.00 | $680.54 |
| # AnalystsCovering analysts | 13 | 46 |
| Dividend YieldAnnual dividend ÷ price | +0.8% | +1.1% |
| Dividend StreakConsecutive years of raises | 0 | 8 |
| Dividend / ShareAnnual DPS | $0.48 | $6.33 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.7% |
DE leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). PAHC leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
PAHC vs DE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PAHC or DE a better buy right now?
For growth investors, Phibro Animal Health Corporation (PAHC) is the stronger pick with 27.
4% revenue growth year-over-year, versus -2. 2% for Deere & Company (DE). Deere & Company (DE) offers the better valuation at 32. 0x trailing P/E (33. 2x forward), making it the more compelling value choice. Analysts rate Phibro Animal Health Corporation (PAHC) a "Buy" — based on 13 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.
02Which has the better valuation — PAHC or DE?
On trailing P/E, Deere & Company (DE) is the cheapest at 32.
0x versus Phibro Animal Health Corporation at 49. 3x. On forward P/E, Phibro Animal Health Corporation is actually cheaper at 19. 3x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Deere & Company wins at 2. 03x versus Phibro Animal Health Corporation's 2. 59x.
03Which is the better long-term investment — PAHC or DE?
Over the past 5 years, Phibro Animal Health Corporation (PAHC) delivered a total return of +136.
4%, compared to +58. 7% for Deere & Company (DE). Over 10 years, the gap is even starker: DE returned +676. 6% versus PAHC's +207. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PAHC or DE?
By beta (market sensitivity over 5 years), Deere & Company (DE) is the lower-risk stock at 0.
56β versus Phibro Animal Health Corporation's 1. 38β — meaning PAHC is approximately 145% more volatile than DE relative to the S&P 500. On balance sheet safety, Deere & Company (DE) carries a lower debt/equity ratio of 2% versus 3% for Phibro Animal Health Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — PAHC or DE?
By revenue growth (latest reported year), Phibro Animal Health Corporation (PAHC) is pulling ahead at 27.
4% versus -2. 2% for Deere & Company (DE). On earnings-per-share growth, the picture is similar: Phibro Animal Health Corporation grew EPS 1883% year-over-year, compared to 0. 0% for Deere & Company. Over a 3-year CAGR, PAHC leads at 11. 2% 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.
06Which has better profit margins — PAHC or DE?
Deere & Company (DE) is the more profitable company, earning 11.
3% net margin versus 3. 7% for Phibro Animal Health Corporation — meaning it keeps 11. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DE leads at 18. 8% versus 8. 5% for PAHC. At the gross margin level — before operating expenses — DE leads at 36. 5%, 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.
07Is PAHC or DE more undervalued right now?
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, Deere & Company (DE) is the more undervalued stock at a PEG of 2. 03x versus Phibro Animal Health Corporation's 2. 59x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Phibro Animal Health Corporation (PAHC) trades at 19. 3x forward P/E versus 33. 2x for Deere & Company — 13. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DE: 15. 0% to $680. 54.
08Which pays a better dividend — PAHC or DE?
All stocks in this comparison pay dividends.
Deere & Company (DE) offers the highest yield at 1. 1%, versus 0. 8% for Phibro Animal Health Corporation (PAHC).
09Is PAHC or DE better for a retirement portfolio?
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, +676. 6% 10Y return). Both have compounded well over 10 years (DE: +676. 6%, PAHC: +207. 3%), 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.
10What are the main differences between PAHC and DE?
These companies operate in different sectors (PAHC (Healthcare) and DE (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: PAHC is a small-cap high-growth stock; DE is a mid-cap quality compounder stock. 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.
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