Advertisement
DE vs PCAR
Which Stock Would AI Choose? Deere & Company (DE) vs. PACCAR Inc (PCAR) Stock Comparison
Key Takeaways
- Both DE and PCAR are industrial giants tied to cyclical demand, but they serve distinct end markets — agriculture/construction and commercial trucking, respectively.
- Deere & Company has faced recent headwinds from declining farm income and softer equipment demand, weighing on sentiment and price momentum.
- PACCAR Inc continues to benefit from resilient freight activity, strong aftermarket parts revenue, and disciplined capital allocation.
- Both companies maintain strong balance sheets, but PCAR has demonstrated more consistent relative strength in recent market activity.
- Investors comparing these two names are essentially weighing an agricultural cycle rebound against ongoing trucking and logistics demand.
- Tickeron's AI-driven analysis favors the stock with steadier trend signals and fewer near-term earnings headwinds.
Introduction
Deere & Company and PACCAR Inc are two iconic American manufacturers deeply embedded in the global industrial economy. Both are blue-chip dividend payers with multi-decade track records, yet they navigate fundamentally different cyclical forces. Deere is synonymous with agricultural and construction machinery, while PACCAR dominates the heavy-duty truck market through its Kenworth, Peterbilt, and DAF brands. This comparison draws attention from investors seeking exposure to industrial cyclicals but uncertain whether the agricultural equipment cycle or the commercial trucking cycle offers better relative positioning in the current economic landscape. Examining their recent performance, momentum, and structural differences can clarify which stock presents a more compelling case under today's market conditions.
DE Overview and Recent Performance
Deere & Company, headquartered in Moline, Illinois, is the world's largest agricultural equipment manufacturer, with additional leadership positions in construction and forestry machinery. The company generates revenue across three primary segments: Production & Precision Agriculture, Small Agriculture & Turf, and Construction & Forestry. In recent weeks, DE shares have traded under pressure as the agricultural sector contends with declining crop prices and moderating farm income. The USDA's latest projections for 2025 net farm income pointed to a contraction from prior-year levels, a dynamic that has historically translated into softer demand for high-horsepower tractors and combines. Additionally, elevated interest rates have increased financing costs for farmers and construction contractors alike, further challenging equipment sales volumes. Deere has responded by managing production levels and dealer inventories with greater discipline than in past downturns. Despite near-term earnings estimate revisions trending lower, Deere's long-term thesis remains anchored in precision agriculture technology, automation, and its ability to generate substantial free cash flow through the cycle.
PCAR Overview and Recent Performance
PACCAR Inc, based in Bellevue, Washington, designs and manufactures heavy-duty and medium-duty commercial trucks under the Kenworth, Peterbilt, and DAF nameplates, while also providing aftermarket parts, financial services, and advanced powertrain technologies. In recent market activity, PCAR has shown notable resilience relative to the broader industrial sector. Freight demand, while moderating from pandemic-era peaks, has remained at healthy enough levels to sustain trucking fleet replacement cycles. PACCAR's integrated powertrain strategy — including its proprietary MX engines and transmissions — has bolstered margins and reduced reliance on third-party suppliers. The company's parts business, which generates higher-margin, recurring revenue from an aging installed base of trucks on the road, provides a meaningful buffer during periods of softer new truck orders. Additionally, PACCAR has maintained a fortress balance sheet, earning consistent credit rating upgrades over the past decade. While the trucking industry remains cyclical, PACCAR's conservative capital management and global geographic diversification across North America, Europe, and South America have supported relative stability in recent quarters.
Trending AI Robots
For traders seeking a data-driven edge, Tickeron's Trending AI Robots page offers a curated selection of the platform's most promising AI-powered trading bots. Tickeron hosts hundreds of AI trading bots covering thousands of individual tickers, each with distinct trading styles, strategies, timeframes, performance metrics, and risk profiles. Only the bots best aligned with prevailing market conditions earn placement in this exclusive Trending section. Some featured bots have demonstrated annualized returns in the range of 20% to over 60% in back-tested and real-time scenarios, though individual results vary based on strategy and market environment. Whether a bot trades on swing patterns, momentum breakouts, or mean-reversion signals, each one is backed by transparent statistics so traders can evaluate its historical consistency. Explore the Trending AI Robots page to discover which AI strategies are currently capturing the strongest signals.
Head-to-Head Comparison
While both Deere and PACCAR are industrial cyclical titans, their investment cases diverge in several important respects. On the business model front, Deere is heavily tied to agricultural commodity cycles and farmer capital expenditure budgets, which are influenced by crop prices, weather patterns, and government subsidy programs. PACCAR, by contrast, derives demand from freight tonnage, fleet utilization rates, and regulatory-driven truck replacement cycles, which tend to be somewhat less volatile than agricultural spending swings. In terms of recent momentum, PCAR has held up better than DE, reflecting more stable end-market conditions and fewer downward earnings revisions. PACCAR's aftermarket parts segment — a sticky, high-margin revenue stream — also provides a defensive quality that Deere's equipment-heavy mix lacks to the same degree. On valuation metrics, both stocks trade at reasonable multiples relative to historical averages, though Deere's forward earnings estimates have compressed more notably in recent months. From a risk perspective, Deere faces greater exposure to U.S.-China trade tensions (soybean and corn exports), while PACCAR contends with the potential for overcapacity in the truckload market if freight demand softens further. Dividend investors will find both companies appealing, as each has demonstrated decades of consistent payout growth.
Tickeron AI Verdict
Based on an evaluation of trend consistency, relative strength, earnings stability, and prevailing market signals, Tickeron's AI analytical framework currently appears to favor PACCAR Inc over Deere & Company. The primary reasons include PCAR's more resilient price trend structure over recent weeks, a steadier earnings revision trajectory, and the cushion provided by its aftermarket parts business. Deere, while a premier franchise with significant long-term secular tailwinds in precision agriculture, is navigating a more challenging near-term earnings environment as farm incomes face downward pressure. The AI's probabilistic assessment suggests that PCAR's combination of supportive commercial trucking demand, recurring parts revenue, and conservative financial management offers a somewhat more consistent profile in the current market. This assessment reflects relative positioning and observable trend data rather than an absolute binary preference, and conditions may shift as new economic data emerges.
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 Hold and PCAR is a Hold.
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 undervalued. 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 4 FA rating(s) are green whilePCAR’s FA Score has 4 green FA rating(s).
- DE’s FA Score: 4 green, 1 red.
- PCAR’s FA Score: 4 green, 1 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 4 TA indicator(s) are bullish while PCAR’s TA Score has 5 bullish TA indicator(s).
- DE’s TA Score: 4 bullish, 4 bearish.
- PCAR’s TA Score: 5 bullish, 4 bearish.
Price Growth
DE (@Trucks/Construction/Farm Machinery) experienced а +5.18% price change this week, while PCAR (@Trucks/Construction/Farm Machinery) price change was +4.79% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was +1.77%. For the same industry, the average monthly price growth was -1.38%, and the average quarterly price growth was -0.36%.
Reported Earning Dates
DE is expected to report earnings on Aug 20, 2026.
PCAR is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (+1.77% 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.
| DE | PCAR | DE / PCAR | |
| Capitalization | 170B | 69.6B | 244% |
| EBITDA | 11.5B | 3.57B | 322% |
| Gain YTD | 35.668 | 21.447 | 166% |
| P/E Ratio | 35.59 | 28.14 | 126% |
| Revenue | 46.3B | 27.8B | 167% |
| Total Cash | 9.34B | 8.86B | 105% |
| Total Debt | 64.2B | 14.9B | 431% |
DE | PCAR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 32 Undervalued | 25 Undervalued | |
PROFIT vs RISK RATING 1..100 | 20 | 15 | |
SMR RATING 1..100 | 47 | 63 | |
PRICE GROWTH RATING 1..100 | 18 | 17 | |
P/E GROWTH RATING 1..100 | 22 | 16 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (25) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (32). This means that PCAR’s stock grew similarly to DE’s over the last 12 months.
PCAR's Profit vs Risk Rating (15) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (20). This means that PCAR’s stock grew similarly to DE’s over the last 12 months.
DE's SMR Rating (47) in the Trucks Or Construction Or Farm Machinery industry is in the same range as PCAR (63). This means that DE’s stock grew similarly to PCAR’s over the last 12 months.
PCAR's Price Growth Rating (17) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (18). This means that PCAR’s stock grew similarly to DE’s over the last 12 months.
PCAR's P/E Growth Rating (16) in the Trucks Or Construction Or Farm Machinery industry is in the same range as DE (22). This means that PCAR’s stock grew similarly to DE’s over the last 12 months.
| DE | PCAR | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 81% | 4 days ago 42% |
| Stochastic ODDS (%) | 4 days ago 66% | 4 days ago 53% |
| Momentum ODDS (%) | 4 days ago 57% | 4 days ago 62% |
| MACD ODDS (%) | 4 days ago 57% | N/A |
| TrendWeek ODDS (%) | 4 days ago 59% | 4 days ago 62% |
| TrendMonth ODDS (%) | 4 days ago 57% | 4 days ago 58% |
| Advances ODDS (%) | 4 days ago 59% | 6 days ago 61% |
| Declines ODDS (%) | 8 days ago 60% | 8 days ago 47% |
| BollingerBands ODDS (%) | 4 days ago 42% | 4 days ago 49% |
| Aroon ODDS (%) | 4 days ago 50% | 4 days ago 55% |
Advertisement
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 71% 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 TEX. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if PCAR jumps, then TEX could also see price increases.
| Ticker / NAME | Correlation To PCAR | 1D Price Change % | ||
|---|---|---|---|---|
| PCAR | 100% | +1.14% | ||
| TEX - PCAR | 58% Loosely correlated | +1.91% | ||
| AGCO - PCAR | 57% Loosely correlated | +3.36% | ||
| CNH - PCAR | 56% Loosely correlated | +4.99% | ||
| OSK - PCAR | 56% Loosely correlated | +2.09% | ||
| TWI - PCAR | 55% Loosely correlated | +1.65% | ||
More | ||||