DEERE & CO 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 30.9%; on p/b, DE reads 6.00 and LRCX reads 32.14. 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 | $620.86 | $318.81 |
| Market cap | $168.1B | $400.8B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Mature | Mature |
| Implied growth (priced in) | +27.2% | — |
| P/E | 34.5 | 55.4 |
| P/B | 6.00 | 32.14 |
| P/S | 3.50 | 17.25 |
| EV/EBITDA | 100.1 | 46.2 |
| Revenue growth | +8.5% | +25.9% |
| Gross margin | — | 51.8% |
| Operating margin | — | 37.4% |
| Net margin | 10.2% | 31.3% |
| Return on equity | 17.4% | 58.3% |
| Return on assets | 4.5% | 30.9% |
| Return on invested capital | — | 47.0% |
| FCF yield | 3.6% | 1.2% |
| Dividend yield | 1.0% | 0.3% |
| Debt / equity | 0.83 | 0.30 |
| Current ratio | — | 2.63 |
| Altman Z (solvency) | 2.52 | 9.91 |
| Piotroski F (quality) | 8 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.