DEERE FUNDING CANADA Corp vs LAM RESEARCH CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where DE and LRCX diverge most: on return on assets, DE reads 4.5% and LRCX reads 32.3%; on p/b, DE reads 5.85 and LRCX reads 34.86. The rest of the comparable metrics sit closer together. What DE's price implies is a bet that sits within the historical range (whole-company basis). What LRCX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | DE | LRCX |
|---|---|---|
| Price | $592.66 | $293.49 |
| Market cap | $160.5B | $369.0B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Growth |
| Implied growth (priced in) | +25.4% | — |
| P/E | 33.6 | 37.5 |
| P/B | 5.85 | 34.86 |
| P/S | 3.39 | 17.02 |
| EV/EBITDA | 147.1 | 48.9 |
| Revenue growth | +5.1% | +26.8% |
| Gross margin | — | 49.8% |
| Operating margin | — | 35.0% |
| Net margin | 10.1% | 30.9% |
| Return on equity | 17.4% | 63.4% |
| Return on assets | 4.5% | 32.3% |
| Return on invested capital | — | 47.1% |
| FCF yield | 4.2% | 1.6% |
| Dividend yield | 1.1% | 0.3% |
| Debt / equity | 0.79 | 0.35 |
| Current ratio | — | 2.54 |
| Altman Z (solvency) | 2.45 | 10.00 |
| Piotroski F (quality) | 9 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.