DE vs JNJ: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D High Quality
VS
Johnson & Johnson · Healthcare
$228.39
-20.6% upside to fair value
Grade D High Quality
QuantHub Verdict
JNJ has more upside to fair value (-20.6%). JNJ trades at a lower forward P/E (26.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric DE JNJ
Current Price $589.24 $228.39
Fair Value Estimate $414.61 $181.44
Upside to Fair Value -29.6% -20.6%
Market Cap $159.1B $549.8B
Forward P/E 33.3x 26.3x
EV / EBITDA 18.8x 17.4x
Price / Sales 3.4x 5.7x
Price / FCF 42.2x 30.9x
Revenue Growth YoY +6.7% +9.9%
Gross Margin 35.4% 69.1%
Operating Margin 18.4% 26.9%
Return on Equity 18.3% 26.3%
Dividend Yield 0% 0%
FCF Yield 2.37% 3.24%
Analyst Consensus Hold Buy
Investment Thesis
DE — Deere & Company
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
JNJ — Johnson & Johnson
Johnson & Johnson is a leading global healthcare company focused on innovative medicine and MedTech following the Kenvue consumer spin-off. It benefits from a durable competitive moat with strong market positions in pharmaceuticals and medical devices, supported by a long-tenured management team and disciplined capital allocation. However, the stock is currently very expensive, trading approximat…
Accumulation Zones
Metric DE JNJ
Zone Low $310.96 $136.08
Zone High $352.42 $154.22
In Buy Zone? No No
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