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The Boeing Company (BA) vs Deere & Company (DE): Which Is the Better Buy in 2026?

As of 2026-06-19, BA is overvalued at $223, with a DCF intrinsic value of $178 and a margin of safety of -25%. DE is undervalued at $589, with an intrinsic value of $1030 and a margin of safety of 43%. Of the two, DE has the wider margin of safety.

BA
The Boeing Company
$222.72
VS
DE
Deere & Company
$589.24

Rewards

BA
    DE
    • ★Free cash flow has grown at a 52.5% CAGR over the past 4 years, demonstrating strong earnings power growth.

    Risks

    BA
    • ⚠Gross margin of 4.8% is low, suggesting a competitive or commodity-like market with limited pricing power.
    • ⚠The Boeing Company scores only 23/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
    • ⚠Share count has increased by 31% over the past 4 years, diluting existing shareholders.
    DE
    • ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
    • ⚠Trailing P/E of 33.3x is 87% above the historical average of 17.8x — the stock trades at a premium to its own history.
    • ⚠High leverage (3.08x net debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.

    Key Valuation Metrics

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    BA
    DE
    Valuation
    $2.55B
    Free Cash Flow
    $3.23B
    1.45%
    FCF Yield
    2.03%
    88.03
    Trailing P/E
    33.33
    53.26
    Forward P/E
    25.78
    Quality & Moat
    2.25%
    ROIC
    10.65%
    169.95%
    ROE
    18.35%
    4.82%
    Gross Margin
    25.96%
    24.65
    PEG Ratio
    1.78
    Balance Sheet Safety
    4.92
    Net Debt / Equity
    3.08
    N/A
    Interest Coverage
    N/A
    N/A
    Net Debt / EBITDA
    4.60
    0.00%
    Dividend Yield
    1.11%
    BA: 1Ties: 1DE: 9
    BADE

    Historical Fundamentals

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    BA

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    DE

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

    $1 Retained Earnings Test

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    BA
    N/A
    Net losses over 3 years — test not applicable
    Company had negative cumulative retained earnings
    Σ Retained
    $-12.13B
    Δ Market Cap
    +$56.54B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
    DE
    $-0.13
    created per $1 retained over 3 years
    Market Cap Declined
    Σ Retained
    $17.54B
    Δ Market Cap
    $-2.23B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Discounted Cash Flow (DCF) Analysis

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    BA
    25.1% Overvalued
    Price is 25.1% above estimated fair value
    Current Price: $222.72
    Fair Value: $178.00
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    DE
    42.8% Margin of Safety
    Price is 42.8% below estimated fair value
    Current Price: $589.24
    Fair Value: $1029.59
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    BA

    What growth rate is the market pricing in at $223?

    +28.7%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +26.8%
    DE

    What growth rate is the market pricing in at $589?

    +17.0%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +23.1%

    The market implies +17.0% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +23.1%, reflecting heavy growth investment.

    Economic Moat Score

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    BA
    23/100
    No Moat
    70+ Wide · 40-69 Narrow · <40 None

    No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
    DE
    50/100
    Narrow Moat
    70+ Wide · 40-69 Narrow · <40 None

    Narrow moat with margin stability as the key competitive advantage. Improving revenue predictability would strengthen the moat.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

    Forensic Accounting

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    BA

    Insufficient data for Beneish M-Score calculation (requires 2+ years).

    DE
    -2.52
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Ownership Breakdown

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    BA
    Insiders 0.1%Institutions 75.4%Retail & Other 24.5%
    No. of Institutional Holders3,046
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
    DE
    Insiders 0.2%Institutions 82.8%Retail & Other 17.0%
    No. of Institutional Holders3,298
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

    High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

    Insider Buying Activity

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    BA
    1
    Buys (3M)
    4
    Buys (12M)
    Total value (12M): $1.40M
    TILDEN BRADLEY DOUGLAS
    Director
    $299,345
    @ $218.50 · 2026-05-20
    BUCKLEY MORTIMER J.
    Director
    $499,966
    @ $224.20 · 2026-03-03
    DEASY DANA S
    Officer
    $99,102
    @ $178.88 · 2025-11-24
    BUCKLEY MORTIMER J.
    Director
    $497,420
    @ $226.10 · 2025-08-19
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    DE
    0
    Buys (3M)
    0
    Buys (12M)
    No open market insider purchases found.
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    BA
    0
    Sells (3M)
    6
    Sells (12M)
    Total value (12M): $6.12M
    AMULURU UMA M
    Officer
    $351,484
    @ $233.85 · 2026-02-24
    SCHMIDT ANN M
    Officer
    $1.53M
    @ $243.37 · 2026-02-17
    MCKENZIE HOWARD E
    Officer
    $2.46M
    @ $234.01 · 2026-02-05
    AMULURU UMA M
    Officer
    $644,598
    @ $236.03 · 2026-02-04
    AMULURU UMA M
    Officer
    $270,009
    @ $197.66 · 2025-11-06
    RAYMOND DAVID CHRISTOPHER
    Officer
    $867,069
    @ $229.99 · 2025-08-08
    NELSON BRENDAN J.
    President
    $132,019
    @ $206.28 · 2025-05-15
    SHOCKEY JEFFREY S
    Officer
    $650,198
    @ $202.87 · 2025-05-13
    CLEARY MICHAEL J
    Officer
    $558,009
    @ $186.00 · 2025-05-06
    RAYMOND DAVID CHRISTOPHER
    Officer
    $729,164
    @ $187.01 · 2025-05-02
    POPE STEPHANIE F
    Officer
    $3.08M
    @ $183.78 · 2025-05-01
    CLEARY MICHAEL J
    Officer
    $368,018
    @ $184.01 · 2025-05-01
    CLEARY MICHAEL J
    Officer
    $268,530
    @ $179.02 · 2025-02-26
    AMULURU UMA M
    Officer
    $570,759
    @ $180.73 · 2025-02-20
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
    DE
    0
    Sells (3M)
    3
    Sells (12M)
    Total value (12M): $32.47M
    REED CORY J.
    Officer
    $6.12M
    @ $510.00 · 2026-01-14
    MAY JOHN C. II
    Chief Executive Officer
    $20.80M
    @ $501.49 · 2026-01-08
    MAY JOHN C. II
    Chief Executive Officer
    $5.55M
    @ $500.08 · 2025-11-25
    KALATHUR RAJESH
    Chief Technology Officer
    $12.30M
    @ $500.61 · 2025-02-18
    REED CORY J.
    Officer
    $5.05M
    @ $377.63 · 2024-06-24
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

    🎭 Mr. Market's Mood

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    BA
    FearGreed
    😐Neutral(53/100)

    "Market is pricing this stock without strong emotion in either direction"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
    DE
    FearGreed
    😏Greed(61/100)

    "Market is optimistic — be cautious and ensure you have a margin of safety"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    ⚖️ Buffett Signal

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    BA
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Neutral (53)
    DE
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Greed (61)
    View BA Full AnalysisView DE Full Analysis

    Frequently Asked Questions: BA vs DE

    Is The Boeing Company or Deere & Company more undervalued in 2026?▼

    Based on our discounted cash flow model, DE trades at a 42.8% margin of safety (intrinsic value $1030 vs. price $589), compared to BA's -25.1% margin of safety (intrinsic $178 vs. $223).

    Which stock has a wider economic moat, The Boeing Company or Deere & Company?▼

    DE scores 50/100 (Narrow moat), while BA scores 23/100 (None moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

    Is The Boeing Company in financial distress?▼

    BA's Altman Z-Score of 1.3 places it in the Distress zone, signaling elevated bankruptcy risk. DE scores 2.9 (Grey zone). The Altman Z-Score is a five-factor model that predicts insolvency within two years; scores below 1.81 indicate significant distress.

    Which company has better free cash flow, The Boeing Company or Deere & Company?▼

    Deere & Company (DE) generates a 2.0% free cash flow yield, compared to The Boeing Company's 1.5%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

    Which stock has higher return on invested capital, The Boeing Company or Deere & Company?▼

    DE earns 10.7% ROIC versus BA's 2.2%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

    Which dividend is safer, The Boeing Company's or Deere & Company's?▼

    DE's dividend earns a safety score of 94/100 (Very Safe), compared to BA's 70/100 (Safe). DE has raised its dividend for 3 consecutive years.