COMPARE · Data as of August 24, 2026
DE vs VRT
Verdict: Side-by-side breakdown using the Bull Rankings model. DE scored 45.8, VRT scored 74.1 — VRT leads.
Compare another set
DE
Deere & Company
45.8
$648.64 · $175.1B
fundamentals as of
Score gap
28.3
VRT leads
VRT
Vertiv Holdings Co
74.1
$261.95 · $100.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestDE36.0x
- Fastest growthVRT+26.2%
- Strongest balance sheetVRT0.70
- Highest qualityVRT86 / 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
VRT
60
Qualityreturns · margins · balance sheet
86
50
Growthrevenue & earnings expansion
91
32
Valuevaluation vs sector peers
52
VRT is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DE
VRT
$3.8bB
FCF
$2.9bB
+4.0%C+
Rev
+26.2%A-
3.76D
D/E
0.70B
36.0xC+
P/E
59.1xD
1.49B
PEG
1.28B
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
VRT
86% above
Price vs fair valuelower is cheaper
156% above
~30%/yr
Growth the price implies10-yr FCF · lower = less priced in
~42%/yr
-59%
1-yr DCF upside
-70%
-46%
5-yr DCF upside
-61%
-20%
10-yr DCF upside
-45%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DE
Why this score
- Cyclical growth
VRT
Why this score
- Durable high returns
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.
VRTVertiv Holdings Co
Why now
Electrical Equipment & Parts · market cap $100.8b. Down 31% from 52-week high of $379.94 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 26 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $338.15 (implying +29% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 36% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 169% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 59.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.08 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 VRT diverge
On the headline score the gap is 28.3 points in favor of VRT. The widest single difference is Growth, where VRT leads by 40.8 points.
- GrowthDE 50.0 · VRT 90.8VRT +40.8
- QualityDE 59.6 · VRT 86.1VRT +26.5
- ValueDE 32.2 · VRT 52.0VRT +19.8
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.