BA vs DE: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Deere & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
DE |
| Current Price |
$201.15 |
$703.12 |
| Fair Value Estimate |
$265.00 |
$616.99 |
| Upside to Fair Value |
+31.7%
|
-12.2%
|
| Market Cap |
$159.0B |
$189.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
22.1x
|
| Price / Sales |
1.7x
|
4.0x
|
| Price / FCF |
—
|
49.1x
|
| Revenue Growth YoY |
+8.0%
|
+7.0%
|
| Gross Margin |
4.7%
|
35.7%
|
| Operating Margin |
-5.4%
|
19.0%
|
| Return on Equity |
104.8%
|
18.1%
|
| Dividend Yield |
0% |
0.92% |
| FCF Yield |
—
|
2.04%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Accumulation Zones
| Metric |
BA |
DE |
| Zone Low |
$198.75 |
$462.74 |
| Zone High |
$225.25 |
$524.44 |
| In Buy Zone? |
Yes
|
No
|