CNH vs ALSN vs DE Stock Comparison

CNH Industrial, Allison Transmission Holdings and Deere Prices as of Oct 28, 2026 Peers: Industry group
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CNH CNH Industrial N.V.
$10.99 -17.2% 1M +3.7% 1Y
Market cap
$13.60B
P/E
43.7x
Revenue (TTM)
$18.19B
Div. yield
0.91%
Agricultural Machinery Industrials
DE Deere & Co
$640.78 -7.1% 1M +36.9% 1Y
Market cap
$172.77B
P/E
35.5x
Revenue (TTM)
$47.98B
Div. yield
1.01%
Agricultural Machinery Industrials
2 wins

Head to Head

12 decided of 12

Allison Transmission Holdings leads on 10 of the 12 questions below (Allison Transmission Holdings 10, Deere 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCNHALSNDELeader
Larger companyMarket capitalisation $13.60B $9.02B $172.77B DE
Cheaper on earningsLower P/E, profitable companies only 43.7x 17.1x 35.5x ALSN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 25.0x 14.2x 36.3x ALSN
Faster revenue growthRevenue growth, trailing twelve months +0.6% +37.6% +8.0% ALSN
More profitableNet margin, trailing twelve months 1.7% 12.0% 10.2% ALSN
Better return on capitalReturn on invested capital 5.1% 10.7% 5.5% ALSN
Less leveragedLower net debt / EBITDA 8.3x 3.4x 5.7x ALSN
Higher dividend yieldTrailing dividend yield 0.91% 1.04% 1.01% ALSN
Better 1-year returnPrice return, last 12 months +3.7% +33.1% +36.9% DE
Better 5-year returnAnnualised price return, 5 years -5.9%/yr +26.8%/yr +13.4%/yr ALSN
Less volatileAnnualised volatility, 1 year 42.9% 31.3% 32.5% ALSN
Higher overall scoreMean of the five percentile scores vs peers 35/100 57/100 31/100 ALSN

Percentile Scorecard

CNHALSNDE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCNHALSNDE
Valuation 79 #43 of 203 74 #53 of 203 21 #160 of 203
Growth 16 #158 of 188 41 #111 of 188 20 #150 of 188
Profitability 40 #111 of 184 89 #21 of 184 65 #65 of 184
Financial Health 6 #205 of 217 14 #186 of 217 7 #201 of 217
Shareholder Returns 32 #104 of 153 67 #51 of 153 42 #89 of 153
Overall 35 57 31
  • CNH ranked among 222 companies in Machinery
  • ALSN ranked among 222 companies in Machinery
  • DE ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCNHALSNDESPY
1 month -17.2%-3.8%-7.1% +0.9%
3 months +2.1%-4.7%+4.9% +5.9%
6 months +9.0%-15.4%+14.4% +8.5%
Year to date +19.2%+11.6%+37.6% +13.3%
1 year +3.7%+33.1%+36.9% +12.4%
3 years +1.2%+110.6%+77.4% +88.1%
3 years, per year +0.4%+28.2%+21.1% +23.5%
5 years -26.2%+227.5%+87.2% +68.2%
5 years, per year -5.9%+26.8%+13.4% +11.0%
10 years +64.0%+272.7%+635.1% +263.4%
10 years, per year +5.1%+14.1%+22.1% +13.8%

Risk

MeasureCNHALSNDESPY
Volatility, 1Y 42.9%31.3%32.5% 12.7%
Downside volatility, 1Y 39.2%30.3%29.0% 12.7%
Beta vs S&P 500, 1Y 1.101.060.45 1.00
Return / volatility, 1Y 0.091.061.13 0.98
Max drawdown, 5Y -48.5%-34.1%-34.1% -25.4%
From 52-week high -23.7%-19.7%-9.7% -0.9%
52-week high $14.40$136.00$709.58 $779.14
52-week low $9.22$79.27$461.63 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCNHALSNDE
P/E now vs peer median 43.7xmedian 25.4x 17.1xmedian 25.4x 35.5xmedian 25.4x
P/S now vs peer median 0.7xmedian 1.9x 2.0xmedian 1.9x 3.6xmedian 1.9x
EV/EBITDA now vs peer median 12.9xmedian 14.3x 11.5xmedian 14.3x 25.9xmedian 14.3x
P/FCF now vs peer median 10.1xmedian 21.8x 12.2xmedian 21.8x 53.5xmedian 21.8x
P/B now vs peer median 1.7xmedian 2.2x 4.6xmedian 2.2x 6.2xmedian 2.2x
PEG now vs peer median -0.92median 1.41 -6.02median 1.41 -1.83median 1.41

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCNHALSNDE
Revenue $18.19B $4.40B $47.98B
Gross profit $5.56B $1.60B $45.38B
Operating income $2.46B $861.00M $6.22B
Net income $317.00M $529.00M $4.86B
Free cash flow $1.34B $737.00M $3.23B
R&D $1.09B $197.00M $2.38B
EPS (diluted) $0.25 $6.30 $18.00
Cash & equivalents $1.87B $399.00M $8.93B
Total debt $25.97B $4.14B $57.74B
Shares (diluted) 1.24B 84.00M 270.70M
Enterprise value $5.31B $5.92B $181.53B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCNHALSNDE
P/E 43.7x 17.1x 35.5x
P/FCF 10.1x 12.2x 53.5x
P/Operating cash flow 7.6x 9.6x 23.8x
P/S 0.7x 2.0x 3.6x
P/B 1.7x 4.6x 6.2x
P/Tangible book 2.0x 24.3x 6.4x
EV/EBITDA 12.9x 11.5x 25.9x
EV/EBIT 15.3x 14.8x 35.6x
EV/Revenue 2.1x 2.9x 4.6x
EV/FCF 28.1x 17.3x 68.6x
EV/Operating cash flow 21.1x 13.6x 30.6x
PEG (3Y EPS CAGR) -0.92 -6.02 -1.83

Growth

14 metrics
MetricCNHALSNDE
Revenue growth (1Y) 0.6% 37.6% 8.0%
Revenue CAGR (3Y) -9.7% 14.2% -7.9%
Gross profit growth (1Y) -5.1% 3.5% -5.6%
Gross profit CAGR (3Y) -9.6% 4.4% -7.8%
Operating income growth (1Y) -24.2% -13.9% 1.6%
Operating income CAGR (3Y) -19.2% -0.2% -21.6%
Net income growth (1Y) -62.0% -30.6% -6.2%
Net income CAGR (3Y) -48.7% -5.4% -21.5%
EPS growth (1Y) -61.8% -29.8% -6.2%
EPS CAGR (3Y) -47.4% -2.8% -19.4%
Operating cash flow growth (1Y) -47.8% 14.2% -15.3%
Operating cash flow CAGR (3Y) 26.8% 7.1% 0.3%
Free cash flow growth (1Y) -53.5% 12.7% -21.3%
Free cash flow CAGR (3Y) 59.9% 6.8% 4.3%

Profitability

14 metrics
MetricCNHALSNDE
Gross margin 30.6% 36.4% 94.6%
EBITDA margin 16.0% 25.1% 17.9%
Operating margin 13.5% 19.6% 13.0%
Pretax margin 2.0% 15.7% 13.4%
Net margin 1.7% 12.0% 10.2%
FCF margin 7.4% 16.7% 6.7%
Operating cash flow margin 9.8% 21.3% 15.1%
Return on equity 3.9% 27.3% 17.6%
Return on assets 0.7% 6.1% 4.5%
Return on invested capital 5.1% 10.7% 5.5%
Return on capital employed – 11.7% –
Asset turnover 0.4x 0.5x 0.4x
Cash conversion (OCF / net income) 5.6x 1.8x 1.5x
Stock comp / revenue – 0.7% 0.3%

Financial Health

11 metrics
MetricCNHALSNDE
Debt / assets 61.6% 47.5% 53.7%
Debt / equity 3.3x 2.1x 2.1x
Net debt / EBITDA 8.3x 3.4x 5.7x
Debt / FCF 19.3x 5.6x 17.9x
Liabilities / assets 81.5% 77.3% 74.0%
Equity / assets 18.5% 22.7% 26.0%
Interest coverage 1.6x – 2.3x
Current ratio – 1.8x –
Quick ratio – 1.0x –
Cash ratio – 0.3x –
Altman Z-score – 1.80 –

Shareholder Returns

7 metrics
MetricCNHALSNDE
Dividend yield 0.9% 1.0% 1.0%
Net buyback yield – 1.4% 0.4%
Shareholder yield 0.9% 2.5% 1.4%
Payout ratio (earnings) – – 36.1%
Payout ratio (FCF) – – 54.3%
Dividend growth (1Y) – – 4.1%
Dividend CAGR (3Y) – – 7.6%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCNHALSNDE
Forward P/E 25.0xFY2026 14.2xFY2026 36.3xFY2026
EPS, next fiscal year $0.44FY2026 $7.67FY2026 $17.63FY2026
EPS growth, next FY -20.0%FY2026 +4.6%FY2026 -4.7%FY2026
EPS growth, the year after +50.0% +45.5% +25.4%
Revenue, next fiscal year $17.16BFY2026 $6.32BFY2026 $39.72BFY2026
Revenue growth, next FY -5.1%FY2026 +109.9%FY2026 +2.0%FY2026
Revenue growth, the year after +16.7% +1.4% +17.7%
CNH estimates →ALSN estimates →DE estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCNHALSNDE
Held by institutions 72.7% 100.0% 75.0%
Institutions holding 521 566 2,658
Change in shares held, QoQ +5.8% +1.1% +4.5%
Institutions buying 267 258 1,247
Institutions selling 199 229 888
Buyers to sellers 1.34 1.13 1.40
CNH holders →ALSN holders →DE holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CNHALSNDE
CNH 1.00 0.49 0.73
ALSN 0.49 1.00 0.40
DE 0.73 0.40 1.00

Add a Peer

Largest companies in the same industry
CNH · Agricultural Machinery
+SWKStanley Black & Decker +TTCToro +WMSAdvanced Drainage Systems +VMIValmont Industries +AGCOAgco +TEXTerex +ALGAlamo +LNNLindsay
Plot all 26 Agricultural Machinery stocks → Plot all 55 Heavy Equipment stocks →

Related Comparisons

CNH vs SWKStanley Black & Decker CNH vs TTCToro CNH vs WMSAdvanced Drainage Systems CNH vs VMIValmont Industries

Frequently Asked Questions

Which is bigger, CNH, ALSN and DE?

Deere (DE) is the largest by market capitalisation: CNH Industrial (CNH) $13.60B, Allison Transmission Holdings (ALSN) $9.02B, Deere (DE) $172.77B.

Which stock is cheaper, CNH, ALSN and DE?

Allison Transmission Holdings (ALSN) trades on the lowest price-to-earnings ratio (CNH Industrial (CNH) 43.7x, Allison Transmission Holdings (ALSN) 17.1x, Deere (DE) 35.5x). On next year's consensus earnings, Allison Transmission Holdings (ALSN) is cheapest (CNH Industrial (CNH) 25.0x, Allison Transmission Holdings (ALSN) 14.2x, Deere (DE) 36.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Allison Transmission Holdings (ALSN) grew revenue fastest over the trailing twelve months: CNH Industrial (CNH) +0.6%, Allison Transmission Holdings (ALSN) +37.6%, Deere (DE) +8.0%.

Which company is more profitable?

Allison Transmission Holdings (ALSN) has the highest net margin (CNH Industrial (CNH) 1.7%, Allison Transmission Holdings (ALSN) 12.0%, Deere (DE) 10.2%). On return on invested capital, Allison Transmission Holdings (ALSN) leads (CNH Industrial (CNH) 5.1%, Allison Transmission Holdings (ALSN) 10.7%, Deere (DE) 5.5%).

Which stock has performed better?

Over the past year Deere (DE) returned the most: CNH Industrial (CNH) +3.7%, Allison Transmission Holdings (ALSN) +33.1%, Deere (DE) +36.9%. Over five years, Allison Transmission Holdings (ALSN) compounded fastest (CNH Industrial (CNH) -5.9%/yr, Allison Transmission Holdings (ALSN) +26.8%/yr, Deere (DE) +13.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Allison Transmission Holdings (ALSN) has the highest dividend yield: CNH Industrial (CNH) 0.91%, Allison Transmission Holdings (ALSN) 1.04%, Deere (DE) 1.01%.

Which stock is riskier?

By one-year price volatility, Allison Transmission Holdings (ALSN) has been the steadiest (CNH Industrial (CNH) 42.9%, Allison Transmission Holdings (ALSN) 31.3%, Deere (DE) 32.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CNH, ALSN and DE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Allison Transmission Holdings (ALSN) leads on 10. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.