DE vs DIS: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and The Walt Disney Company — 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
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DIS |
| Current Price |
$578.39 |
$101.31 |
| Fair Value Estimate |
$708.19 |
$168.80 |
| Upside to Fair Value |
+22.4%
|
+66.6%
|
| Market Cap |
$156.2B |
$179.5B |
| Forward P/E |
32.5x
|
14.8x
|
| EV / EBITDA |
18.4x
|
11.4x
|
| Price / Sales |
3.4x
|
1.9x
|
| Price / FCF |
43.7x
|
25.4x
|
| Revenue Growth YoY |
+16.3%
|
+5.2%
|
| Gross Margin |
35.6%
|
37.3%
|
| Operating Margin |
18.5%
|
14.2%
|
| Return on Equity |
18.9%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
3.93%
|
| 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…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
DE |
DIS |
| Zone Low |
$531.14 |
$126.60 |
| Zone High |
$601.96 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|