Deere & Company vs TJX Companies Inc — how do they compare? Deere & Company trades at $613 (market cap $166.81B), while TJX Companies Inc trades at $154.23 (market cap $172.05B). The key difference: Deere & Company and TJX Companies Inc are close in size by market cap, and TJX Companies Inc pays the higher dividend (1.23%). Which is the better fit depends on your goals.
| DE | TJX | |
|---|---|---|
Market Cap | $166.81B | $172.05B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $662.49 | $168.41 |
52-Week Low | $439.11 | $132.62 |
Enterprise Value | $221.63B | $180.65B |
Dividend Yield | 1.05% | 1.23% |
Signals from Pluang's Aura AI — not financial advice
Deere & Company (DE) trades at $609.28, down 1.86% on the day, amid mixed signals. The stock shows a bullish technical trend with strong moving averages, but oscillators are neutral. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $6.55 surpassing the $5.70 estimate. Revenue declined to $44.67B in 2025, with net income margin at 10.33%. Analyst consensus is a Moderate Buy, with a price target of $669.79, implying potential upside. The company maintains a solid balance sheet with $8.48B in cash, though debt levels remain elevated.
The outlook for DE is cautiously optimistic, driven by earnings beats and analyst confidence, but tempered by revenue declines and agricultural cycle risks. Investment opportunity lies in the valuation gap to the consensus target, while key risks include weak North American demand and margin pressure highlighted in recent industry reports. The stock's performance hinges on upcoming Q3 2026 earnings on August 20, 2026.
TJX trades at $158.80, down 1.59% on the day, but maintains strong fundamental momentum with consistent earnings beats and robust profitability. The stock shows bullish technical signals with support at $158 and resistance at $160, while analyst consensus remains overwhelmingly positive with 88% buy ratings and a $181.80 price target. Recent financial performance demonstrates solid revenue growth from $48.5B in 2022 to $56.4B in 2025, with net income margins expanding to 8.63%.
TJX presents a compelling investment case with strong operational execution and market share gains in discount retail. The primary upside catalyst is continued earnings outperformance and expansion into new markets, while risks include consumer spending sensitivity and competitive pressures. With projected 2026 revenue of $61.6B and net income of $5.8B, the company's growth trajectory supports the bullish analyst sentiment despite premium valuation multiples.
Trailing returns across standard periods
Latest headlines on both assets
Deere is the world's leading manufacturer of agricultural equipment, producing some of the most recognizable machines in the heavy machinery industry. The company is divided into four reportable segments: production and precision agriculture, small agriculture and turf, construction and forestry, and John Deere Capital. Its products are available through an extensive dealer network, which includes over 1,900 dealer locations in North America and approximately 3,700 locations globally. John Deere Capital provides retail financing for machinery to its customers, in addition to wholesale financing for dealers, which increases the likelihood of Deere product sales.
Read more on DE →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →