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Deere & CompanyNYSE:DE 株式レポート

時価総額 US$151.4b
株価
US$531.35
US$665.1
20.1% 割安 内在価値ディスカウント
1Y3.0%
7D-7.5%
1D
ポートフォリオ価値
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Deere & Company

NYSE:DE 株式レポート

時価総額:US$151.4b

Deere(DE)株式概要

ディア・アンド・カンパニーは世界中で様々な機器の製造と販売を行っている。 詳細

DE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長3/6
過去の実績2/6
財務の健全性4/6
配当金4/6

DE Community Fair Values

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Deere & Company 競合他社

価格と性能

株価の高値、安値、推移の概要Deere
過去の株価
現在の株価US$531.35
52週高値US$674.19
52週安値US$433.00
ベータ0.97
1ヶ月の変化-9.53%
3ヶ月変化-19.79%
1年変化3.04%
3年間の変化49.73%
5年間の変化46.70%
IPOからの変化23,904.51%

最新ニュース

Seeking Alpha May 14

Deere: I Would Take The Gains (Q1 Earnings Preview)

Summary Caterpillar outperformed Deere over the past year, driven by AI-related power generator demand and manufacturing reshoring tailwinds. I have maintained a neutral rating on Deere, as its returns have largely tracked the broader market without clear outperformance. Upcoming Deere earnings are a key catalyst; I will reassess my rating based on reported results and forward outlook. Manufacturing sector momentum, fueled by data center buildout and reshoring, remains a central theme impacting both CAT and DE. Read the full article on Seeking Alpha
ナラティブの更新 May 09

DE: Construction Strength And Expected Large Ag Recovery Will Support Future Earnings

Narrative Update: Deere The analyst price target on Deere has been adjusted to reflect a more balanced risk and reward profile. Recent research highlights mixed views on valuation, with several firms raising targets by $25 to above $200, while others have flagged the stock as a bearish pick or issued downgrades even as they raised targets.

Recent updates

Seeking Alpha May 14

Deere: I Would Take The Gains (Q1 Earnings Preview)

Summary Caterpillar outperformed Deere over the past year, driven by AI-related power generator demand and manufacturing reshoring tailwinds. I have maintained a neutral rating on Deere, as its returns have largely tracked the broader market without clear outperformance. Upcoming Deere earnings are a key catalyst; I will reassess my rating based on reported results and forward outlook. Manufacturing sector momentum, fueled by data center buildout and reshoring, remains a central theme impacting both CAT and DE. Read the full article on Seeking Alpha
ナラティブの更新 May 09

DE: Construction Strength And Expected Large Ag Recovery Will Support Future Earnings

Narrative Update: Deere The analyst price target on Deere has been adjusted to reflect a more balanced risk and reward profile. Recent research highlights mixed views on valuation, with several firms raising targets by $25 to above $200, while others have flagged the stock as a bearish pick or issued downgrades even as they raised targets.
ナラティブの更新 Apr 21

DE: Construction Momentum And Pending Large Ag Recovery Will Support Future Earnings

The analyst fair value estimate for Deere has increased by about $1 to $665, reflecting modest adjustments to growth, profit and P/E assumptions as analysts weigh recent price target increases against mixed views on valuation and the timing of an agriculture recovery. Analyst Commentary Recent research on Deere is divided, with many firms lifting price targets and talking up execution, while others focus on valuation risk and the timing of an agriculture recovery.
ナラティブの更新 Apr 05

DE: Construction Strength And Anticipated Large Ag Upswing Will Support Future Earnings

Analysts have made a small upward adjustment to the Deere price target, adding roughly $0.50. This reflects slightly higher modeled revenue growth and future P/E expectations, partially offset by a modestly higher discount rate and a stable profit margin outlook.
ナラティブの更新 Mar 22

DE: Construction Momentum And Large Ag Recovery Will Support Future Earnings Momentum

Analysts have made a small downward reset to the model driven price target for Deere, trimming it by about $2 to $663.51. A slightly higher discount rate offsets broadly supportive views around stronger Q1 results, healthier Large Ag orders, and improving trends in construction and small ag and turf.
ナラティブの更新 Mar 08

DE: Construction Strength And Large Ag Recovery Will Support Future Earnings Momentum

We are nudging our fair value estimate for Deere up from $630 to about $666 per share, reflecting analysts' higher price targets following a strong Q1 beat, healthier Large Ag order trends, and better support from Construction and Small Ag/Turf, even as views differ on how much of the next cycle is already priced in. Analyst Commentary Street research after Deere's Q1 report reflects a mix of enthusiasm about execution and caution around how much optimism is already embedded in the share price.
新しいナラティブ Mar 07

Construction Tailwinds And Equipment Pricing Power Will Eventually Fade For This Machinery Giant

Catalysts About Deere Deere & Company designs, manufactures and finances agricultural, construction and forestry equipment for customers globally. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 22

DE: Q1 Beat And Construction Strength Will Support Earnings Recovery As Cycle Bottoms

Analysts have raised their implied fair value estimate for Deere from about $527 to about $630, citing stronger than expected Q1 results, an improved margin outlook, and higher long-term earnings power. This view is reflected in a slightly lower discount rate, steadier revenue expectations, and a similar future P/E multiple.
新しいナラティブ Feb 21

Long Term Construction Upswing And Aging Farm Fleets Will Support A Stronger Outlook

Catalysts About Deere Deere manufactures equipment and technology for agriculture, construction, forestry and related financial services. What are the underlying business or industry changes driving this perspective?
分析記事 Jan 07

Shareholders Should Be Pleased With Deere & Company's (NYSE:DE) Price

Deere & Company's ( NYSE:DE ) price-to-earnings (or "P/E") ratio of 26.1x might make it look like a sell right now...
ナラティブの更新 Dec 23

DE: Precision Ag Subscriptions Will Support Earnings Recovery As Downturn Nears Trough

Analysts have nudged our fair value estimate for Deere modestly higher by about $1.50 per share to roughly $527, reflecting increased confidence that Precision Ag subscription growth and a maturing earnings downturn will support steadier profitability despite a still mixed cyclical backdrop. Analyst Commentary Recent Street commentary on Deere underscores a constructive long term outlook supported by Precision Ag adoption and technology driven differentiation, tempered by caution around near term cyclical headwinds and used equipment dynamics.
ナラティブの更新 Dec 09

DE: Precision Ag Subscriptions Will Drive Future Earnings Recovery Despite Cyclical Headwinds

Analysts have modestly raised their price target on Deere to approximately $540 from about $535, reflecting increased confidence in the long term earnings power from its expanding Precision Ag subscription base and data enabled ecosystem, even as they acknowledge a near term cyclical downturn and a mixed demand backdrop. Analyst Commentary Recent Street research on Deere reflects a generally constructive stance on the shares, with analysts emphasizing the company’s growing Precision Ag subscription base, data driven offerings, and potential earnings recovery as key drivers of long term value, even as they flag near term cyclical and inventory related risks.
分析記事 Dec 07

Deere (NYSE:DE) Is Paying Out A Dividend Of $1.62

The board of Deere & Company ( NYSE:DE ) has announced that it will pay a dividend on the 9th of February, with...
ナラティブの更新 Nov 25

DE: Technology-Driven Offerings Will Aid Earnings Recovery Amid Steel Tariff Headwinds

Deere's analyst price target was modestly increased to $525.78 from $525.40, reflecting analysts' expectations for ongoing growth in Precision Ag adoption, technology-driven profitability, and constructive long-term fundamentals. This outlook remains despite mixed cyclical indicators and tariff headwinds.
ナラティブの更新 Nov 08

DE: Technology Ecosystem Will Drive Earnings Recovery After Tariff Headwinds

Deere’s analyst price target increased slightly by $0.45 to $525.40. Analysts cite improving revenue growth, embedded technology advantages, and expectations for an earnings recovery in 2027 that are starting to be reflected in forecasts.
ナラティブの更新 Oct 24

Precision Farming Advances Will Drive Cycle Recovery Despite Headwinds

Deere's analyst price target was revised slightly lower to approximately $524.95. This modest decrease reflects analysts' cautious outlook on near-term agriculture fundamentals, tariff impacts, and expectations for a longer earnings recovery cycle, balanced by ongoing innovation and the company's strong market position.
ナラティブの更新 Oct 10

Precision Agriculture And Automation Will Boost Global Reach

Deere's analyst price target has been modestly reduced to approximately $525 from $533. Analysts cite updated tariff headwinds, along with softening revenue growth and profit margin projections, in their revised outlooks.
ナラティブの更新 Sep 04

Precision Agriculture And Automation Will Boost Global Reach

Analysts cite increased steel and aluminum tariffs as a margin headwind and lingering weak global ag demand, but also highlight Deere’s strong Q3 Small Ag performance, lower dealer inventories, and an expected cyclical earnings upturn in FY26, resulting in no change to the consensus price target at $534.61. Analyst Commentary Bearish analysts lowered price targets to reflect updated Section 232 tariffs, which significantly increase the cost of steel and aluminum content in imported products, posing a headwind to margins and earnings.
分析記事 Jun 25

Deere (NYSE:DE) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jun 12

Investors Interested In Deere & Company's (NYSE:DE) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 May 29

Is Now An Opportune Moment To Examine Deere & Company (NYSE:DE)?

Deere & Company ( NYSE:DE ) received a lot of attention from a substantial price increase on the NYSE over the last few...
Seeking Alpha Mar 21

Deere: What Turnaround? (Technical Analysis)

Summary Deere's technicals are currently mixed, with the chart and moving averages favouring an upside breakout while the indicators show that the top is likely in for the stock. Most recent earnings show weak financials, with revenue and EPS growth hitting three-year lows. Guidance shows that net income declines may moderate modestly in 2025. The valuation has gotten ahead of itself, as expansion in the P/S and P/E ratios are unjustified by the fundamentals of the business. Therefore, I initiate DE stock at a sell rating on technical uncertainty and fundamental unattractiveness. Read the full article on Seeking Alpha
Seeking Alpha Feb 18

Is Deere Still Cheap?

Summary Deere's Q1 earnings served to reaffirm the investment thesis despite the "worrying" headline numbers. There are certain things to be optimistic about regarding the future of the company. I discuss these in the article. I believe Deere's stock remains attractive despite hovering at all-time highs. I explain why my base case scenario yields a 16% 6-year IRR. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Deere's Q1 Earnings: Why Investors Want 'Bad News'

Summary Deere & Company's stock is currently expensive with a high forward P/E of 24, but investor optimism is driven by an expected gradual recovery through 2025. Deere's earnings report is crucial, especially regarding inventory management and production hours, as competitors face significant declines and market downturns. Despite a weak 2025 outlook, Deere's strong market position and technology in precision agriculture and autonomous solutions offer long-term potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

As Cyclical Pressures And Strategic Shifts Emerge, I'm Bearish On Deere & Company

Summary Deere & Company faces near-term challenges due to declining commodity prices, tightening financial conditions, and reduced demand, prompting a sell rating. The latest earnings report shows a significant drop in net income, reflecting broader market and economic uncertainties impacting farm equipment investments. Current valuations appear overly optimistic, with DCF calculations indicating shares are approaching fair value, posing downside risk amid potential economic downturns. Despite Deere's focus on precision agriculture and automation, its high P/E ratio compared to peers suggests vulnerability if market conditions worsen. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Deere: Strong Buy At The Ag Cycle Nadir

Summary Deere is a strong buy with a conservative upside target of $600, driven by structural profitability improvements and a turn in the agricultural cycle. Historically, the best buying opportunities for DE shares occur when corn and soybean prices are low, as the agricultural cycle inevitably turns higher. DE's investment in new technologies and rapid response to industry downturns have improved profit margins, justifying higher valuations through the next agricultural cycle. Despite current weak fundamentals, improving supply/demand balance for key crops and a rising Farm Capital Investment Index suggest the worst may be over for DE's core markets. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Deere: Another Challenging Year Ahead (Rating Downgrade)

Summary Deere's share price continues to disappoint in relative terms to the broader equity market. After yet another year of underperformance, the outlook for 2025 appears bleak. Deere's share price remains elevated once we consider margins, demand outlook, commodity prices and last but not least - the dividend. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

Deere: Conservative Market Expectations As It Sows The Seeds Of Recovery

Summary Deere faces sales declines due to weak crop prices, but strong margin protection and operational excellence support a 'Buy' rating. Despite a challenging 2025 outlook, DE's structural improvements and cash flow generation position it well for a potential market rebound. Long-term growth prospects are bolstered by precision agriculture technologies and potential benefits from infrastructure investments. Current valuation appears attractive, suggesting investors are paying a relatively cheap multiple for a business likely to outperform conservative analyst estimates. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Is The Market Waking Up To Deere?

Summary Deere & Company reported good results last week, to which the market reacted positively. The stock is currently hovering around all-time highs. The company is still going through a downcycle, but there's no denying it's becoming a structurally better business. We go over the valuation to show that Deere might be trading at a reasonable valuation despite the recent run. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Deere: Sell It On Q4 Earnings Bounce, Buy It Back Later

Summary Deere is the undisputed market leader among tractor and farming equipment manufacturers. This year, the whole industry faced many challenges and was expected to report weak earnings. However, after a weak report, John Deere's shares are rising close to ATHs. I see this as an opportunity to sell. Read the full article on Seeking Alpha

株主還元

DEUS MachineryUS 市場
7D-7.5%-4.4%-0.8%
1Y3.0%38.7%27.1%

業界別リターン: DE過去 1 年間で38.7 % の収益を上げたUS Machinery業界を下回りました。

リターン対市場: DEは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is DE's price volatile compared to industry and market?
DE volatility
DE Average Weekly Movement4.4%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: DE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: DEの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
183773,100John Maywww.deere.com/en

ディア・アンド・カンパニーは世界中で様々な機器の製造と販売を行っている。同社は4つのセグメントを通じて事業を展開している:生産と精密農業、小型農業と芝、建設と林業、金融サービス。生産および精密農業部門は、四輪駆動のトラックおよび連作作物用トラクター、収穫機、綿摘み機およびストリッパー、サトウキビ収穫機およびローダー、土壌改良機、耕うん機、播種機、作物手入れ機、ならびに散布機、養液管理機、土壌改良機、関連アタッチメントおよびサービス部品を含む施用機を提供している。小型農業・芝分野は、特殊、ユーティリティ、コンパクトトラクター、自走式飼料収穫機とアタッチメント、ロータリーモア、乾牧草・飼料機械、ユーティリティビークル、乗用芝刈り機、業務用芝刈り機、ゴルフ場用機械、ユーティリティビークルを含む芝・ユーティリティ機器、および芝刈り、耕うん、雪・ゴミ処理、エアレーション、住宅用、業務用、ゴルフ用、スポーツ用芝ケア用途のインプルメントを提供している。建設・林業部門は、バックホーローダー、クローラードーザーおよびローダー、四輪駆動ローダー、掘削機、モーターグレーダー、連結ダンプトラック、スキッドステアローダー、粉砕機、リサイクル機、スリップフォームおよびアスファルト舗装機、路面採掘機、コンパクター、タンデム、スタティックローラー、移動式破砕機およびスクリーン、移動式および定置式アスファルトプラント、丸太収穫機、ならびに道路建設およびリハビリテーション機器を提供している。金融サービス部門は、農業機械、芝刈り機、建設機械、林業機械の販売とリースのための融資を行っている。また、上記機器のディーラーへの卸売り融資、機器の延長保証も提供している。ディア・アンド・カンパニーはターターUSA社と戦略的パートナーシップを結び、フレックスウィングロータリーカッターを開発・生産している。同社は1837年に設立され、イリノイ州モリーンに本社を置いている。

Deere & Company 基礎のまとめ

Deere の収益と売上を時価総額と比較するとどうか。
DE 基礎統計学
時価総額US$151.38b
収益(TTM)US$4.81b
売上高(TTM)US$46.73b
29.8x
PER(株価収益率
3.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
DE 損益計算書(TTM)
収益US$0
売上原価US$0
売上総利益US$0
その他の費用US$0
収益US$0

直近の収益報告

May 03, 2026

次回決算日

Aug 20, 2026

一株当たり利益(EPS)17.82
グロス・マージン26.25%
純利益率10.30%
有利子負債/自己資本比率238.0%

DE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.2%
現在の配当利回り
36%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/21 08:30
終値2026/05/21 00:00
収益2026/05/03
年間収益2025/11/02

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Deere & Company 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
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