DEERE & CO 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 return on equity, DE reads 17.4% and ITW reads 110.3%; on ev/ebitda, DE reads 100.1 and ITW reads 18.0. The rest of the comparable metrics sit closer together. On valuation, today's DE price has a different growth bar priced in than ITW (+27.2% implied for DE vs +9.5% 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 | $620.86 | $264.08 |
| Market cap | $168.1B | $75.8B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +27.2% | +9.5% |
| P/E | 34.5 | 23.9 |
| P/B | 6.00 | 26.18 |
| P/S | 3.50 | 4.60 |
| EV/EBITDA | 100.1 | 18.0 |
| Revenue growth | +8.5% | +4.3% |
| Operating margin | — | 26.7% |
| Net margin | 10.2% | 19.4% |
| Return on equity | 17.4% | 110.3% |
| Return on assets | 4.5% | 19.4% |
| Return on invested capital | — | 28.9% |
| FCF yield | 3.6% | 3.9% |
| Dividend yield | 1.0% | 2.4% |
| Debt / equity | 0.83 | 3.35 |
| Current ratio | — | 1.11 |
| Altman Z (solvency) | 2.52 | 9.89 |
| Piotroski F (quality) | 8 / 9 | 7 / 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.