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DE vs PCAR
Which Stock Would AI Choose? Deere & Company (DE) vs. PACCAR Inc. (PCAR) Stock Comparison
Key Takeaways
- DE delivered stronger recent quarterly revenue growth of 5% year-over-year to $12.61 billion in Q3 2026, with an earnings beat and raised full-year guidance.
- PCAR reported solid Q2 2026 results with EPS of $1.43 (beat estimates) and resilient parts revenue, though truck market conditions remain mixed.
- DE shares have shown robust recent momentum with approximately 48% year-to-date gains, trading near $684 as of mid-September 2026.
- PCAR shares trade around $116, reflecting more modest year-to-date performance near 7% amid a normalizing heavy-duty truck cycle.
- DE benefits from diversified exposure across agriculture, construction, and forestry equipment, while PCAR focuses primarily on commercial trucks and aftermarket parts.
- Both companies maintain healthy balance sheets and consistent dividend policies, with DE offering a higher absolute payout level and PCAR providing a competitive yield.
Introduction
Deere & Company (DE) and PACCAR Inc. (PCAR) represent two established players in the industrial machinery and transportation equipment sectors. This comparison examines their business models, recent financial results, stock performance, and market positioning to assist investors and traders evaluating relative opportunities in capital goods. The analysis draws on verifiable data from earnings reports and market activity over recent weeks, highlighting contrasts in growth drivers and sector exposure that may appeal to those seeking diversified exposure within industrials.
DE Overview and Recent Performance
Deere & Company manufactures agricultural, construction, and forestry equipment under the John Deere brand and provides related financial services. In recent market activity, the company reported Q3 2026 net sales and revenues of $12.61 billion, a 5% increase year-over-year, with equipment operations sales rising 6%. Diluted earnings per share reached $5.10, surpassing analyst expectations, while net income attributable to the company totaled $1.379 billion. Strong contributions from the Construction & Forestry segment offset softer large agriculture demand in North America. Shares closed at $683.99 on September 18, 2026, reflecting consolidation near recent highs after the earnings release and dividend confirmation of $1.62 per share. Sentiment has been supported by the earnings beat and an upward revision to full-year net income guidance of $4.75–$5.0 billion.
PCAR Overview and Recent Performance
PACCAR Inc. designs, manufactures, and distributes heavy-duty commercial trucks through brands including Peterbilt, Kenworth, and DAF, while also operating a significant aftermarket parts business and financial services unit. In its most recent reported quarter (Q2 2026), the company posted net sales and revenues of $7.55 billion and earnings per share of $1.43, exceeding consensus estimates. Parts revenues reached a quarterly record of $1.75 billion, providing stability amid fluctuating truck orders. Shares traded near $116 as of September 18, 2026, following a quarterly dividend declaration of $0.35 per share. Recent performance has been influenced by resilient demand for premium vehicles and parts, though broader Class 8 truck market volumes remain subject to freight conditions and fleet replacement cycles.
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Head-to-Head Comparison
Deere & Company operates across multiple end markets including agriculture and construction equipment, providing broader cyclical exposure compared with PACCAR’s primary focus on heavy-duty trucks and aftermarket parts. Recent momentum favors DE, which has delivered stronger year-to-date price appreciation and more visible earnings growth from non-ag segments. In contrast, PCAR benefits from a higher-margin parts business that offers relative stability during truck order fluctuations. Risk factors differ as well: DE faces commodity price volatility and farm income variability, while PCAR contends with freight demand cycles and regulatory changes in emissions standards. Market sentiment has been more constructive toward DE following its recent earnings beat, though both companies maintain solid balance sheets and shareholder returns through dividends.
Tickeron AI Verdict
Based on observable factors including recent earnings consistency, segment diversification, and relative price momentum in the past several weeks, Tickeron’s AI models would currently assign a higher probabilistic preference to DE. The company’s stronger revenue growth, upward guidance revision, and broader end-market exposure provide a more favorable trend profile compared with PCAR’s more measured performance amid truck market normalization. This assessment remains probabilistic and subject to evolving market data.
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 DE is a StrongBuy and PCAR is a Buy.
DE | PCAR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 21 Undervalued | |
PROFIT vs RISK RATING 1..100 | 19 | 22 | |
SMR RATING 1..100 | 49 | 62 | |
PRICE GROWTH RATING 1..100 | 46 | 61 | |
P/E GROWTH RATING 1..100 | 11 | 14 | |
SEASONALITY SCORE 1..100 | 75 | 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.
PCAR's Valuation (21) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for DE (68). This means that PCAR’s stock grew somewhat faster than DE’s over the last 12 months.
DE's Profit vs Risk Rating (19) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PCAR (22). This means that DE’s stock grew similarly to PCAR’s over the last 12 months.
DE's SMR Rating (49) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PCAR (62). This means that DE’s stock grew similarly to PCAR’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 PCAR (61). This means that DE’s stock grew similarly to PCAR’s over the last 12 months.
DE's P/E Growth Rating (11) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PCAR (14). This means that DE’s stock grew similarly to PCAR’s over the last 12 months.
| DE | PCAR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 78% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 65% | N/A |
| MACD ODDS (%) | 2 days ago 61% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 60% | 2 days ago 56% |
| TrendMonth ODDS (%) | 2 days ago 58% | 2 days ago 55% |
| Advances ODDS (%) | 21 days ago 60% | 15 days ago 62% |
| Declines ODDS (%) | 5 days ago 56% | 7 days ago 49% |
| BollingerBands ODDS (%) | 2 days ago 83% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 55% | 2 days ago 38% |
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).
DE’s FA Score shows that 2 FA rating(s) are green while PCAR’s FA Score has 3 green FA rating(s).
- DE’s FA Score: 2 green, 3 red.
- PCAR’s FA Score: 3 green, 2 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.
DE’s TA Score shows that 5 TA indicator(s) are bullish while PCAR’s TA Score has 5 bullish TA indicator(s).
- DE’s TA Score: 5 bullish, 4 bearish.
- PCAR’s TA Score: 5 bullish, 2 bearish.
Price Growth
DE (@Trucks/Construction/Farm Machinery) experienced а -7.27% price change this week, while PCAR (@Trucks/Construction/Farm Machinery) price change was -1.12% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was -6.66%. For the same industry, the average monthly price growth was -9.20%, and the average quarterly price growth was +2.57%.
Reported Earning Dates
DE is expected to report earnings on Nov 25, 2026.
PCAR is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (-6.66% 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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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.
PCAR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PCAR has been loosely correlated with OSK. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if PCAR jumps, then OSK could also see price increases.
| Ticker / NAME | Correlation To PCAR | 1D Price Change % | ||
|---|---|---|---|---|
| PCAR | 100% | +0.08% | ||
| OSK - PCAR | 56% Loosely correlated | +1.11% | ||
| TWI - PCAR | 56% Loosely correlated | -1.44% | ||
| TEX - PCAR | 53% Loosely correlated | +1.28% | ||
| CNH - PCAR | 53% Loosely correlated | +2.28% | ||
| ACA - PCAR | 44% Loosely correlated | +0.06% | ||
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