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 2026-07-10.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
DE trades at a lower forward P/E
(33.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DELL |
| Current Price |
$596.74 |
$450.22 |
| Fair Value Estimate |
$418.72 |
$391.48 |
| Upside to Fair Value |
-29.8%
|
-13.0%
|
| Market Cap |
$161.1B |
$299.1B |
| Forward P/E |
33.7x
|
35.2x
|
| EV / EBITDA |
19.0x
|
22.9x
|
| Price / Sales |
3.4x
|
2.2x
|
| Price / FCF |
42.8x
|
31.7x
|
| 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 |
2.34%
|
3.16%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
DE |
DELL |
| Zone Low |
$314.04 |
$293.61 |
| Zone High |
$355.91 |
$332.76 |
| In Buy Zone? |
No
|
No
|