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Deere & Co (DE)

Juste valeur
IndustrialsFarm & Heavy Construction MachineryUnited States

Fondamental

60

Prix

$658.50

Capitalisation boursière

$185.93B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Deere & Company engages in the manufacture and distribution of various equipment worldwide. The company operates through four segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services. The Production and Precision Agriculture segment provides four-wheel-drive track and row crop tractors, harvesters, cotton pickers and strippers, sugarcane harvesters and loaders, soil preparation, tillage, seeding, and crop care equipment, as well as application equipment, including sprayers and nutrient management, soil preparation machinery, and related attachments and service parts. The Small Agriculture and Turf segment offers specialty, utility, and compact tractors; self-propelled forage harvesters and attachments; rotary mowers, hay and forage equipment, and utility vehicles; turf and utility equipment, including riding lawn, commercial mowing, and golf course equipment, and utility vehicles, as well as implements for mowing, tilling, snow and debris handling, aerating, residential, commercial, golf, and sports turf care applications. The Construction and Forestry segment provides backhoe loaders, crawler dozers and loaders, four-wheel-drive loaders, excavators, motor graders, articulated dump trucks, skid-steer loaders, milling machines, recyclers, slipform and asphalt pavers, surface miners, compactors, tandem, static rollers, mobile crushers and screens, mobile and stationary asphalt plants, and log harvesters; and road building and rehabilitation equipment. The Financial Services segment finances sales and leases agriculture and turf, and construction and forestry equipment. It also offers wholesale financing to dealers of the foregoing equipment; and extended equipment warranties. Deere & Company has a strategic partnership with Tarter USA to develop and produce flex wing rotary cutters. The company was founded in 1837 and is headquartered in Moline, Illinois.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users

P/E: 34.9Score: 72Market cap: $376.91B

Caterpillar competes with Deere's construction and forestry division on excavators, loaders and dozers sold to contractors and road-building firms, the business Deere enlarged with the purchase of Wirtgen.

CNH Industrial N.V.CNH

CNH sells tractors, combines and precision-farming systems under the Case IH and New Holland brands through its own dealer network, competing with Deere for the same large-farm customers in North America, Europe and Brazil.

AGCO CorporationAGCO

AGCO's Fendt, Massey Ferguson and Valtra lines cover the same full range of tractors and harvesting equipment, and its Fuse/PTx precision-agriculture offer targets the same customers as Deere's John Deere Operations Center.

Kubota Corporation (株式会社クボタ)Not tracked

Kubota is the main rival in compact tractors, utility vehicles and small construction machines sold to hobby farmers, landscapers and contractors, the segment Deere serves with its small agriculture and turf line.

CLAAS KGaA mbHNot tracked

The German family-owned group is Deere's closest competitor in combine harvesters and forage harvesters in Europe, where the two split most of the professional harvesting market.

Mahindra & Mahindra LimitedNot tracked

Mahindra is the world's largest tractor maker by units and Deere's direct rival in India and other emerging markets, as well as in the low-horsepower tractors sold in the United States.

Bilan & Liquidités

Chiffre d'affaires

$47.98B

12 derniers mois (au 02/08/2026)

Résultat net

$4.87B

12 derniers mois (au 02/08/2026)

Flux de trésorerie libre

$6.10B

Capitaux propres totaux

$25.95B

Passif total

$79.99B

Ratio de liquidité général

0.91

Couverture des intérêts

-

Dette/EBITDA

0.75

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralJustement valorisé

Juste valeur

$673.34

Prix actuel

$658.50

Marge de sécurité

+2.2%

Fourchette de juste valeur

$507.92 - $838.76

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$691.83
Flux de trésorerie actualisés (DCF):$893.04
Multiple de résultat (P/E):$567.09
Formule de croissance de Graham:$642.97
Valeur de la capacité bénéficiaire (EPV):$289.40
P/B justifié:$250.07
Actualisation des dividendes (Gordon):$121.85
P/FFO, les fonds provenant de l'exploitation:$430.58
Bénéfices de milieu de cycle:$468.22
Multiple sur le chiffre d'affaires:$504.08
Consensus des analystes:Acheter (22B / 12H / 0S)
Dernière surprise sur les résultats:+5.38%

Indicateurs de valorisation

Ratio P/E

37.33

ROE

19.4%

Ratio P/B

6.47

P/FCF

30.07

Marge brute

-

ROIC

-

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

-

WACC

9.6%

ROIC − WACC

-

Critères d'analyse fondamentale

Réussi (16)

  • EPS shows upward trend
  • EPS CAGR 7.96%
  • Price CAGR 20.69%
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • ROE 18.1%
  • Revenue Growth 5Y 5.2%
  • Analyst Consensus 65% Buy
  • Earnings Surprise avg 7.7%
  • Earnings Quality (OCF/NI) 1.49
  • Share Dilution -1.9%
  • Piotroski F-Score 5/9

Échoué (6)

  • P/FCF 30.07
  • P/B Ratio 6.47
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • PEG Ratio 2.32
  • Net Margin Trend 10.2% vs 11.7%

Indisponible (6)

  • ROIC NaN%
  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Current Ratio
  • Interest Coverage

Score F de Piotroski

5/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

1.49

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-1.9%

Rachat d'actions. Favorable aux actionnaires

Participations institutionnelles

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. John C. May IIChairman, President & CEO56
Mr. Ryan D. CampbellPresident of Worldwide Construction, Forestry & Power Systems50
Ms. Deanna M. KovarPresident of Worldwide Ag & Turf Div, Production and Precision Ag and Americas and Australia46
Mr. T. Brent NorwoodCFO & Senior VP43
Mr. Jahmy J. HindmanSenior VP & CTO49
Christopher SeibertDirector of Investor Relations-
Ms. Renee A. MailhotVP & Chief Compliance Officer-
Ms. Felecia J. Pryor J.D.Senior VP & Chief People Officer50
Dr. J. B. PennChief Economist-
Mr. Andrew C. TraegerChief Risk Officer & Senior VP of International Business at John Deere Financial-

Risque d'audit

7

Risque du conseil

5

Risque de rémunération

4

Risque droits des actionnaires

7

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

  • Rapport annuel (10-K)

    Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.

    Déposé le 2025-12-18

    Voir le document
  • Rapport trimestriel (10-Q)

    Une mise à jour de la performance financière des trois derniers mois.

    Déposé le 2026-08-27

    Voir le document
  • Rapport d'événement important (8-K)

    Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.

    Déposé le 2026-08-20

    Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

Recent headlines for DE, sourced from Markets Gazette.

  • 8/20/2026POSITIVE
    Risultati Deere: Cramer dice di comprare DE - ma non oggi

    Deere & Company (DE) shares extended gains following a strong Q3 earnings report, with revenue climbing 5% year-over-year to $12.61 billion and earnings per share (EPS) reaching $5.1, up nearly 7% from the previous year. This performance exceeded analyst expectations and has garnered positive attention from market commentators like Jim Cramer, who expressed optimism about the company's outlook. Management commentary suggests the agricultural machinery sector downturn is nearing its end, signaling potential recovery and future growth for Deere. Investors should note the positive earnings surprise and the potential for a sector turnaround.

  • 8/20/2026NEUTRAL
    Deere Narrows Profit Outlook as Farm Recovery Seen in 2027

    Deere & Company has revised its annual profit forecast downwards, citing a stabilizing agriculture sector that is now expected to see a more significant recovery in farm machinery demand by 2027. While the immediate outlook is tempered, the company's forward-looking statement suggests a potential turnaround in the medium term. Investors will monitor upcoming earnings reports for signs of this projected rebound and assess the company's ability to navigate current market conditions.

  • 8/20/2026POSITIVE
    Deere Rallies as Machine Orders Raise Farm Recovery Optimism

    Deere & Co. experienced a significant share price increase following the announcement of a surge in machinery orders. This development signals growing optimism for a recovery within the broader agriculture sector. Investors are interpreting the boosted order book as a strong indicator of renewed demand for farm equipment, suggesting that farmers are increasing capital expenditures. This positive trend could translate into higher revenues and improved profitability for Deere, making it an attractive prospect for those looking to capitalize on a potential agricultural rebound.

  • 6/13/2026NEGATIVE
    Prices Likely to Stay Higher Even If Conflict Ends, Nagel Says

    Bundesbank President Joachim Nagel indicated that elevated prices are likely to persist even if the conflict in Iran concludes shortly. This suggests that inflationary pressures may not abate as quickly as anticipated, potentially impacting consumer spending and corporate profitability. For investors, this outlook implies a continued need for caution regarding inflation-sensitive assets and a potential for prolonged higher interest rate environments, which could dampen economic growth and equity valuations.

  • 5/27/2026NEGATIVE
    Deere's Stock Momentum Drops Amid Agricultural Weakness And Fertilizer Cost Pressures From Iran War

    Deere & Company (DE) is experiencing a decline in stock momentum, primarily attributed to prevailing weakness in the agricultural sector and increased fertilizer costs stemming from geopolitical tensions, specifically the Iran war. While construction demand offers some support, with Freedom Broker raising its price target to $590, the overarching agricultural headwinds are casting a shadow over the company's outlook. Investors are advised to monitor the interplay between these opposing forces, with the agricultural downturn posing a significant risk to Deere's near-term performance.

  • 5/21/2026NEUTRAL
    Deere Gets Lift From Construction as Farmers Still Struggle

    Deere & Co. is experiencing a mixed performance, with its construction and forestry segments providing a significant uplift. This growth is crucial in counterbalancing the ongoing challenges within the agriculture markets, which are currently limiting farmer expenditures. The company's diversified revenue streams are demonstrating resilience, but the persistent struggles in its core agricultural business suggest a cautious outlook for overall performance. Investors are watching to see if the construction segment's strength can sustain the company through the agricultural downturn.

  • 5/11/2026POSITIVE
    $100 Invested In Deere 10 Years Ago Would Be Worth This Much Today

    An investment of $100 in Deere & Company (DE) a decade ago would have grown substantially, highlighting the company's strong long-term performance. While specific figures are not provided in the summary, this historical performance suggests robust revenue growth, effective cost management, and potentially significant shareholder returns through dividends or buybacks. Investors looking at the agricultural and construction equipment giant should consider its track record as an indicator of its resilience and potential for future appreciation, especially given its critical role in global food production and infrastructure development.

via Markets Gazette