DE vs DELL: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DELL |
| Current Price |
$578.39 |
$196.55 |
| Fair Value Estimate |
$708.19 |
$499.84 |
| Upside to Fair Value |
+22.4%
|
+154.3%
|
| Market Cap |
$156.2B |
$132.7B |
| Forward P/E |
32.5x
|
21.6x
|
| EV / EBITDA |
18.4x
|
16.7x
|
| Price / Sales |
3.4x
|
1.2x
|
| Price / FCF |
43.7x
|
15.5x
|
| Revenue Growth YoY |
+16.3%
|
+23.6%
|
| Gross Margin |
35.6%
|
20.1%
|
| Operating Margin |
18.5%
|
7.2%
|
| Return on Equity |
18.9%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
6.45%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
| Metric |
DE |
DELL |
| Zone Low |
$531.14 |
$374.88 |
| Zone High |
$601.96 |
$424.86 |
| In Buy Zone? |
Yes
|
Yes
|