COMPARE · Data as of August 24, 2026
DE vs EROC
Verdict: Side-by-side breakdown using the Bull Rankings model. DE scored 45.8, EROC scored 72.0 — EROC leads.
Compare another set
DE
Deere & Company
45.8
$648.64 · $175.1B
fundamentals as of
Score gap
26.2
EROC leads
EROC
ERock, Inc.
72
$13.12 · $3.6B
At a glance · who leads each dimension, on the model's own rules
- CheapestDE36.0x
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityDE60 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DE
stronger →← stronger
EROC
60
Qualityreturns · margins · balance sheet
58
50
Growthrevenue & earnings expansion
98
32
Valuevaluation vs sector peers
98
EROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DE
EROC
$3.8bB
FCF
—
+4.0%C+
Rev
+42.5%A
3.76D
D/E
0.12A
36.0xC+
P/E
46.9xC
1.49B
PEG
0.19A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DE
EROC
86% above
Price vs fair valuelower is cheaper
—
~30%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-59%
1-yr DCF upside
—
-46%
5-yr DCF upside
—
-20%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DE
Why this score
- Cyclical growth
EROC
Why this score
- Short track record
The companies
DEDeere & Company
Why now
Farm & Heavy Construction Machinery · market cap $175.1b. 4% off the 52-week high of $674.19. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $661.94 (implying +2% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $175.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 3.76 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.6b. Down 37% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.19 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +74% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 47x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where DE and EROC diverge
On the headline score the gap is 26.2 points in favor of EROC. The widest single difference is Value, where EROC leads by 66.0 points.
- ValueDE 32.2 · EROC 98.2EROC +66.0
- GrowthDE 50.0 · EROC 98.5EROC +48.5
- QualityDE 59.6 · EROC 58.2level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.