DE vs DIS: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and The Walt Disney Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Deere & Company ยท Industrials
$703.12
-12.2% upside to fair value
Med Conviction Grade C High Quality
VS
The Walt Disney Company ยท Communication Services
$103.49
+32.3% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
DIS has more upside to fair value (+32.3%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric DE DIS
Current Price $703.12 $103.49
Fair Value Estimate $616.99 $136.94
Upside to Fair Value -12.2% +32.3%
Market Cap $189.8B $179.7B
Forward P/E โ€” โ€”
EV / EBITDA 22.1x 9.5x
Price / Sales 4.0x 1.8x
Price / FCF 49.1x 21.7x
Revenue Growth YoY +7.0% +6.8%
Gross Margin 35.7% 37.6%
Operating Margin 19.0% 16.0%
Return on Equity 18.1% 7.9%
Dividend Yield 0.92% 1.45%
FCF Yield 2.04% 4.61%
Analyst Consensus Buy Strong Buy
Investment Thesis
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
DIS โ€” The Walt Disney Company
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hulโ€ฆ
Accumulation Zones
Metric DE DIS
Zone Low $462.74 $102.70
Zone High $524.44 $116.40
In Buy Zone? No Yes
โ† DE Research    DIS Research โ†’    All Research