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 2026-09-23.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
DE has more upside to fair value
(-12.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DELL |
| Current Price |
$703.12 |
$569.00 |
| Fair Value Estimate |
$616.99 |
$383.93 |
| Upside to Fair Value |
-12.2%
|
-32.5%
|
| Market Cap |
$189.8B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
21.8x
|
| Price / Sales |
4.0x
|
2.5x
|
| Price / FCF |
49.1x
|
42.9x
|
| Revenue Growth YoY |
+7.0%
|
+57.7%
|
| Gross Margin |
35.7%
|
19.8%
|
| Operating Margin |
19.0%
|
9.6%
|
| Return on Equity |
18.1%
|
-574.6%
|
| Dividend Yield |
0.92% |
0.41% |
| FCF Yield |
2.04%
|
2.33%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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 …
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
DE |
DELL |
| Zone Low |
$462.74 |
$287.95 |
| Zone High |
$524.44 |
$326.34 |
| In Buy Zone? |
No
|
No
|