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 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
High Quality
VS
Dell Technologies Inc. · Technology
$410.00
-12.0% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-12.0%).
DELL trades at a lower forward P/E
(32.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DELL |
| Current Price |
$589.24 |
$410.00 |
| Fair Value Estimate |
$414.61 |
$360.77 |
| Upside to Fair Value |
-29.6%
|
-12.0%
|
| Market Cap |
$159.1B |
$272.3B |
| Forward P/E |
33.3x
|
32.0x
|
| EV / EBITDA |
18.8x
|
22.1x
|
| Price / Sales |
3.4x
|
2.0x
|
| Price / FCF |
42.2x
|
28.8x
|
| Revenue Growth YoY |
+6.7%
|
+87.5%
|
| Gross Margin |
35.4%
|
19.2%
|
| Operating Margin |
18.4%
|
8.0%
|
| Return on Equity |
18.3%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.37%
|
3.47%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
Dell Technologies Inc. is a leading global provider of computer hardware and infrastructure solutions, with a strong competitive position in commercial PCs and x86 servers where it holds a top 1-2 market share around the low to mid-20% range. The company benefits from founder Michael Dell's long tenure and high insider ownership, which supports disciplined capital allocation including buybacks, d…
Accumulation Zones
| Metric |
DE |
DELL |
| Zone Low |
$310.96 |
$270.58 |
| Zone High |
$352.42 |
$306.65 |
| In Buy Zone? |
No
|
No
|