The video compares Deere (DE) and Caterpillar (CAT) as dividend stocks. It assesses their revenue growth, cyclical business nature, and compares operating profit margins and returns on invested capital. Deere shows a trailing 12-month revenue of $37.6 billion, up from $19.4 billion in 2005, peaking in 2023 at $55.6 billion, while Caterpillar shows $59.6B in revenue, falling from a peak of $63.9 billion, but up from $34 billion in 2005. Operating margins and returns on invested capital are also compared, noting cyclicality but positive figures for both. The intrinsic value is calculated as $580.71 for DE, while the CAT target is $374.95, forward P/E ratios show DE at 24 and CAT at 22. The analysis favors Deere due to a more favorable discounted cash flow valuation; CAT is fairly valued and Deer is considered undervalued.