GuruFocus·2d ago
DE DCF Analysis: Intrinsic Value $562 vs Price $684On September 21, 2026, we conducted a DCF analysis for Deere and Co (DE), a company that has shown impressive price performance recently, with a year-to-date incr
Deere & Company is experiencing a cyclical revenue recovery, with the most recent quarter showing 7.0% year-over-year growth after a period of severe contraction, suggesting a potential trough in the agricultural equipment cycle. However, this recovery is acco...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has turned positive at 7.0% in the latest quarter, but operating margin remains volatile, ranging from 15.7% to 24.8% over the past ten quarters, indicating significant sensitivity to cyclical demand swings.
Deere is entering FY2025 at a cyclical trough, with 2026 expected to be the bottom of the current agricultural cycle, leading to improved demand.
The company's emphasis on precision agriculture and technology is projected to enhance higher-margin products and recurring revenue.
Deere has shown margin resilience and consistent earnings beats, returning significant capital to shareholders through dividends and buybacks.
Deere's business is cyclical, closely tied to farm income and crop prices, with historical drawdowns during market shocks.
Some analysts highlight a 'lofty P/E' ratio, raising concerns about potential profit-taking after recent stock rallies.
Resurgent inflation could lead to interest rate hikes, increasing risk aversion and negatively impacting equities.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 20, 2026 | $5.10+8.7% vs $4.69 | $12.6B+16.6% vs $10.8B |
Q2 2026 May 21, 2026 | $6.55+14.9% vs $5.70 | $11.8B+2.0% vs $11.6B |
Q1 2026 Feb 19, 2026 | $2.42+19.8% vs $2.02 | $8.0B+5.4% vs $7.6B |
Q4 2025 Nov 26, 2025 | $3.93+2.3% vs $3.84 | $12.1B+23.0% vs $9.8B |
On September 21, 2026, we conducted a DCF analysis for Deere and Co (DE), a company that has shown impressive price performance recently, with a year-to-date incr
Nykredit A S acquired a new position in shares of Deere and Company (NYSE: DE) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 69,961 shares of the industrial products company's stock, valued at approximately $44,378,000. Other institutional investors also recently bought
Investors interested in Manufacturing - Farm Equipment stocks are likely familiar with Kubota Corp. (KUBTY) and Deere (DE). But which of these two stocks offers value investors a better bang for their buck right now?
Deere (DE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Benchmark DE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Deere & Company (DE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $703.12 | $189.8B | 38.01 | -11.59% | 11.25% | 20.55% | 0.9% | |
| $13.67 | $16.95B | 33.34 | -8.78% | 1.71% | 3.97% | — | |
| $120.65 | $8.74B | 12.37 | -13.55% | 5.15% | 11.64% | — | |
| $808.01 | $372.2B | 42.91 | 4.29% | 14.5% | 54.14% | — | |
| $24.17 | $563.21M | -10.16 | -10.18% | -2.46% | -9.8% | — | |
| $114.91 | $1.17B | 16.95 | 11.41% | 8.79% | 10.73% | — |
Deere & Company (DE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Deere & Company (DE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 20, 2026·SEC
May 21, 2026·SEC
May 1, 2026·SEC
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Deere & Company (DE) stock FAQ — growth, dividends, profitability & financials explained
Deere & Company (DE) reported $47.68B in revenue for fiscal year 2025. This represents a 331% increase from $11.06B in 1996.
Deere & Company (DE) saw revenue decline by 11.6% over the past year.
Yes, Deere & Company (DE) is profitable, generating $4.87B in net income for fiscal year 2025 (11.3% net margin).
Yes, Deere & Company (DE) pays a dividend with a yield of 0.90%. This makes it attractive for income-focused investors.
Deere & Company (DE) has a return on equity (ROE) of 20.5%. This is excellent, indicating efficient use of shareholder capital.
Deere & Company (DE) generated $3.87B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
