DEERE FUNDING CANADA Corp vs ILLINOIS TOOL WORKS INC, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DE and ITW diverge most: on ev/ebitda, DE reads 147.1 and ITW reads 20.9; on return on equity, DE reads 17.4% and ITW reads 97.0%. The rest of the comparable metrics sit closer together. On valuation, today's DE price has a different growth bar priced in than ITW (+25.4% implied for DE vs +11.7% for ITW); the higher figure is the steeper assumption to clear, not a better or worse stock. What DE's price implies is a bet that sits within the historical range (whole-company basis). What ITW's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DE | ITW |
|---|---|---|
| Price | $592.66 | $287.00 |
| Market cap | $160.5B | $83.0B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +25.4% | +11.7% |
| P/E | 33.6 | 26.6 |
| P/B | 5.85 | 25.69 |
| P/S | 3.39 | 5.12 |
| EV/EBITDA | 147.1 | 20.9 |
| Revenue growth | +5.1% | +2.9% |
| Operating margin | — | 25.4% |
| Net margin | 10.1% | 19.3% |
| Return on equity | 17.4% | 97.0% |
| Return on assets | 4.5% | 19.3% |
| Return on invested capital | — | 27.4% |
| FCF yield | 4.2% | 3.3% |
| Dividend yield | 1.1% | 2.2% |
| Debt / equity | 0.79 | 2.83 |
| Current ratio | — | 1.19 |
| Altman Z (solvency) | 2.45 | 9.90 |
| Piotroski F (quality) | 9 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.