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CNH vs DE
Which Stock Would AI Choose? CNH Industrial (CNH) vs. Deere & Company (DE) Stock Comparison
Key Takeaways
- Deere & Company is the global leader in agricultural equipment and has diversified into construction, forestry, and precision-ag technology, while CNH Industrial operates as a smaller, more recovery-sensitive competitor.
- Deere recently posted its first quarterly profit increase in roughly three years, while CNH continues to work through depressed agricultural margins and an "L-shaped" demand recovery.
- Both stocks were hit in early October after the FTC (Federal Trade Commission) and USDA (U.S. Department of Agriculture) opened a joint inquiry into farm-equipment business practices.
- Deere trades at a premium multiple backed by a technology and data platform, whereas CNH is cheaper on forward earnings but carries higher operational and balance-sheet leverage.
- Relative performance has diverged meaningfully, with Deere up strongly year-to-date versus CNH, which has underperformed amid weaker earnings trends.
Introduction
Investors evaluating the agricultural and construction machinery sector frequently weigh two prominent manufacturers: CNH (CNH Industrial N.V.) and DE (Deere & Company). Both sell tractors, combines, and construction equipment into similar cyclical end markets, yet they occupy very different positions in scale, technology, and financial strength. This stock comparison is especially relevant for investors tracking the farm-equipment cycle, precision-agriculture adoption, and shifting regulatory and tariff dynamics. Understanding how these companies differ in market positioning and relative performance can help traders and longer-term investors assess where value and risk currently sit.
CNH Overview and Recent Performance
CNH, or CNH Industrial, manufactures agricultural and construction equipment under brands including Case IH, New Holland, and CASE Construction Equipment. The company has faced a prolonged downturn in large agricultural equipment, with revenue declining materially from its 2023 peak as farmers delay purchases amid lower crop prices and elevated input costs.
In recent weeks, CNH's stock has come under renewed pressure. A joint inquiry announced by the FTC and USDA into farm-equipment manufacturing and distribution practices weighed on the broader sector, and CNH shares fell alongside peers. Management has described the recovery path as "L-shaped," anticipating broadly flat 2027 retail demand driven largely by replacement purchases. Agriculture segment margins have compressed, and the company previously recorded an impairment on an autonomous-farming investment after commercialization timelines slipped. Despite this, some analysts have turned more constructive on valuation, and CNH has a forward earnings multiple well below its elevated trailing figure, reflecting expectations for an eventual earnings rebound.
DE Overview and Recent Performance
DE, Deere & Company, is the world's largest farm-equipment manufacturer and also operates substantial construction and forestry and small agriculture and turf businesses, supported by a captive financial-services arm. Deere has positioned itself as a technology platform, with precision-agriculture systems, autonomy, and a growing digital footprint spanning hundreds of millions of engaged acres.
Recent market activity has favored Deere. The company reported stronger-than-expected quarterly results, delivering its first year-over-year profit increase in about three years, aided by an artificial-intelligence-driven construction boom and tariff refunds. Construction and forestry and small agriculture and turf segments grew solidly, offsetting continued softness in large production and precision agriculture. Management raised its full-year net-income outlook and reiterated that the agriculture cycle may be bottoming. That said, Deere continues to carry tariff-related costs and faces a still-cautious large-equipment demand backdrop, particularly in South America.
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Head-to-Head Comparison
The two companies diverge most sharply on scale, diversification, and financial resilience. Deere's broader segment mix, stronger margins, and expanding digital and subscription offerings provide a steadier earnings base, even as its flagship large-agriculture business remains soft. CNH is more concentrated in agricultural equipment, giving it greater operating leverage to a cyclical recovery but also more downside exposure during the downturn.
On momentum, Deere has outperformed recently, supported by beats in construction and small agriculture and a raised outlook. CNH's relative performance has lagged as earnings declines have been steeper. On valuation, the picture is inverted: Deere commands a premium price-to-earnings (P/E) multiple, while CNH screens more modestly on forward estimates, though that reflects higher execution risk and a weaker near-term earnings base.
Risk factors also differ. Both face the new FTC/USDA inquiry, tariff exposure, and weak farmer economics. CNH carries additional considerations, including higher balance-sheet leverage and a more concentrated recovery story, while Deere's premium valuation leaves less room for disappointment if the cycle turns more slowly than expected.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative earnings momentum, diversification, and catalysts, Tickeron's AI would likely favor DE over CNH in the current environment. Deere's stronger recent performance, improving segment mix, raised guidance, and technology-driven differentiation suggest more consistent trend stability, while CNH's compressed margins and slower-expected recovery introduce greater uncertainty. That said, this is a probabilistic assessment rather than a definitive forecast; CNH's lower forward valuation and higher operating leverage could make it more responsive to a genuine cyclical inflection. Traders should weigh Deere's steadier positioning against CNH's recovery-sensitive profile when forming their own view.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CNH is a Buy and DE is a Buy.
CNH's Stochastic Oscillator entering oversold zone
The Stochastic Oscillator for CNH moved into oversold territory on October 26, 2026. Be on the watch for the price uptrend or consolidation in the future. At that time, consider buying the stock or exploring call options.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CNH's RSI Indicator exited the oversold zone, 19 of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 61%.
Following a +6.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where CNH advanced for three days, in 181 of 295 cases, the price rose further within the following month. The odds of a continued upward trend are 61%.
CNH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 26, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CNH as a result. In 65 of 92 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 71%.
CNH moved below its 50-day moving average on October 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for CNH crossed bearishly below the 50-day moving average on October 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 16 of 22 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 73%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CNH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 67%.
The Aroon Indicator for CNH entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 3 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. CNH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 69 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.333) is normal, around the industry mean (2.477). P/E Ratio (45.000) is within average values for comparable stocks, (3.088). Projected Growth (PEG Ratio) (0.362) is also within normal values, averaging (1.745). Dividend Yield (0.036) settles around the average of (0.017) among similar stocks. P/S Ratio (0.926) is also within normal values, averaging (1.128).
The Tickeron SMR rating for this company is 85 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CNH’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
DE's RSI Indicator ascends from oversold territory
The RSI Indicator for DE moved out of oversold territory on October 12, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 24 similar instances when the indicator left oversold territory. In 17 of the 24 cases the stock moved higher. This puts the odds of a move higher at 71%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 42 of 64 cases where DE's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 66%.
The Momentum Indicator moved above the 0 level on October 23, 2026. You may want to consider a long position or call options on DE as a result. In 46 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 55%.
Following a +1.51% 3-day Advance, the price is estimated to grow further. Considering data from situations where DE advanced for three days, in 200 of 335 cases, the price rose further within the following month. The odds of a continued upward trend are 60%.
DE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for DE turned negative on September 25, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In 26 of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at 59%.
DE moved below its 50-day moving average on October 09, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for DE crossed bearishly below the 50-day moving average on October 16, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 7 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 39%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where DE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 57%.
The Aroon Indicator for DE entered a downward trend on October 21, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 10 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 17 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 46 (best 1 - 100 worst), indicating steady price growth. DE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 49 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 83 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: DE's P/B Ratio (6.177) is slightly higher than the industry average of (2.477). P/E Ratio (35.546) is within average values for comparable stocks, (3.088). Projected Growth (PEG Ratio) (1.600) is also within normal values, averaging (1.745). Dividend Yield (0.010) settles around the average of (0.017) among similar stocks. DE's P/S Ratio (3.868) is very high in comparison to the industry average of (1.128).
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
CNH | DE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 17 | |
SMR RATING 1..100 | 85 | 49 | |
PRICE GROWTH RATING 1..100 | 57 | 46 | |
P/E GROWTH RATING 1..100 | 3 | 10 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CNH's Valuation (69) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (83). This means that CNH’s stock grew similarly to DE’s over the last 12 months.
DE's Profit vs Risk Rating (17) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for CNH (100). This means that DE’s stock grew significantly faster than CNH’s over the last 12 months.
DE's SMR Rating (49) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for CNH (85). This means that DE’s stock grew somewhat faster than CNH’s over the last 12 months.
DE's Price Growth Rating (46) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CNH (57). This means that DE’s stock grew similarly to CNH’s over the last 12 months.
CNH's P/E Growth Rating (3) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (10). This means that CNH’s stock grew similarly to DE’s over the last 12 months.
| CNH | DE | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 55% |
| MACD ODDS (%) | N/A | 2 days ago 59% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 58% |
| Advances ODDS (%) | 15 days ago 61% | 5 days ago 60% |
| Declines ODDS (%) | 2 days ago 67% | 9 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 68% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 80% | 2 days ago 59% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CNH’s FA Score shows that 1 FA rating(s) are green while DE’s FA Score has 2 green FA rating(s).
- CNH’s FA Score: 1 green, 4 red.
- DE’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CNH’s TA Score shows that 4 TA indicator(s) are bullish while DE’s TA Score has 5 bullish TA indicator(s).
- CNH’s TA Score: 4 bullish, 5 bearish.
- DE’s TA Score: 5 bullish, 5 bearish.
Price Growth
CNH (@Trucks/Construction/Farm Machinery) experienced а +0.27% price change this week, while DE (@Trucks/Construction/Farm Machinery) price change was +2.27% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was +50.17%. For the same industry, the average monthly price growth was +29.02%, and the average quarterly price growth was +4.15%.
Reported Earning Dates
CNH is expected to report earnings on Nov 09, 2026.
DE is expected to report earnings on Nov 25, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (+50.17% weekly)The industry designs and builds agricultural, construction and other large commercial and transportation equipment. Tractors, planters and harvesters, as well as rock-crushing, railroad, demolition and other construction implements are produced by this industry. Rapid urbanization and industrialization has been bolstering the expansion of the construction sector in the past few decades, thereby boosting demand for heavy equipment businesses. Caterpillar Inc., Deere & Company and Cummins Inc (Ex. Cummins Engine Inc) are some prominent companies in this industry.
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CNH and
Correlation & Price change
A.I.dvisor indicates that over the last year, CNH has been closely correlated with AGCO. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if CNH jumps, then AGCO could also see price increases.
| Ticker / NAME | Correlation To CNH | 1D Price Change % | ||
|---|---|---|---|---|
| CNH | 100% | -2.09% | ||
| AGCO - CNH | 77% Closely correlated | -1.78% | ||
| TEX - CNH | 55% Loosely correlated | -0.49% | ||
| LNN - CNH | 53% Loosely correlated | +0.28% | ||
| ASTE - CNH | 50% Loosely correlated | -1.27% | ||
| CAT - CNH | 48% Loosely correlated | +0.99% | ||
More | ||||
DE and
Correlation & Price change
A.I.dvisor indicates that over the last year, DE has been closely correlated with CNH. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if DE jumps, then CNH could also see price increases.