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
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 โฆ
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+, Hulโฆ
Accumulation Zones
| Metric |
DE |
DIS |
| Zone Low |
$462.74 |
$102.70 |
| Zone High |
$524.44 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|