COST vs DE: Which Is the Better Buy?

Side-by-side comparison of Costco Wholesale Corporation and Deere & Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Costco Wholesale Corporation ยท Consumer Defensive
$896.48
+24.7% upside to fair value
Med Conviction Grade B High Quality
VS
Deere & Company ยท Industrials
$703.12
-12.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
COST has more upside to fair value (+24.7%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric COST DE
Current Price $896.48 $703.12
Fair Value Estimate $1,117.50 $616.99
Upside to Fair Value +24.7% -12.2%
Market Cap $397.6B $189.8B
Forward P/E โ€” โ€”
EV / EBITDA 32.7x 22.1x
Price / Sales 1.3x 4.0x
Price / FCF 42.4x 49.1x
Revenue Growth YoY +11.1% +7.0%
Gross Margin 17.5% 35.7%
Operating Margin 3.9% 19.0%
Return on Equity 28.0% 18.1%
Dividend Yield 0.62% 0.92%
FCF Yield 2.36% 2.04%
Analyst Consensus Strong Buy Buy
Investment Thesis
COST โ€” Costco Wholesale Corporation
Costco Wholesale Corporation operates a global network of membership-based warehouse clubs, selling branded and private-label merchandise across the United States, Canada, Mexico, Japan, the United Kingdom, South Korea, Taiwan, Australia, Spain, France, Iceland, and China, supplemented by pharmacies, optical centers, food courts, hearing aid centers, tire installation, 636 gas stations, and e-comโ€ฆ
DE โ€” Deere & Company
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 โ€ฆ
Accumulation Zones
Metric COST DE
Zone Low $838.12 $462.74
Zone High $949.88 $524.44
In Buy Zone? Yes No
โ† COST Research    DE Research โ†’    All Research