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 2026-07-10.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
DIS |
| Current Price |
$596.74 |
$96.16 |
| Fair Value Estimate |
$418.72 |
$139.43 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$167.0B |
| Forward P/E |
33.7x
|
15.4x
|
| EV / EBITDA |
19.0x
|
10.8x
|
| Price / Sales |
3.4x
|
1.7x
|
| Price / FCF |
42.8x
|
23.5x
|
| Revenue Growth YoY |
+6.7%
|
+6.5%
|
| Gross Margin |
35.4%
|
37.2%
|
| Operating Margin |
18.4%
|
15.5%
|
| Return on Equity |
18.3%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
4.26%
|
| 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, …
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
DE |
DIS |
| Zone Low |
$314.04 |
$104.57 |
| Zone High |
$355.91 |
$118.52 |
| In Buy Zone? |
No
|
Yes
|