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Added to YB: 2024-05-15

Pitch date: 2024-05-14

DE [bullish]

Deere & Company

+20.23%

current return

Author Info

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Company Info

Deere & Company engages in the manufacture and distribution of various equipment worldwide. The company operates through four segments: Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services.

Market Cap

$126.1B

Pitch Price

$405.90

Price Target

N/A

Dividend

1.39%

EV/EBITDA

20.99

P/E

25.21

EV/Sales

4.02

Sector

Machinery

Category

growth

Show full summary:
Deere: Cultivating Technology

Deere (DE) well-positioned for LT growth: precision ag transition improves quality/cyclicality for higher/more stable profits. Strong moat (scale, installed base, dealer network), aligned mgmt. $5.5B mid-cycle FCF at 5.5% yield + 5-7% growth = 10-12% IRR ex multiple expansion. Risks: unions, smaller equip shift, right-to-repair.

Read full article (76 min)