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 2026-05-04.
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
DE has more upside to fair value
(+22.4%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
JNJ |
| Current Price |
$578.39 |
$230.69 |
| Fair Value Estimate |
$708.19 |
$263.05 |
| Upside to Fair Value |
+22.4%
|
+14.0%
|
| Market Cap |
$156.2B |
$555.9B |
| Forward P/E |
32.5x
|
26.8x
|
| EV / EBITDA |
18.4x
|
18.5x
|
| Price / Sales |
3.4x
|
5.8x
|
| Price / FCF |
43.7x
|
28.2x
|
| Revenue Growth YoY |
+16.3%
|
+9.9%
|
| Gross Margin |
35.6%
|
69.1%
|
| Operating Margin |
18.5%
|
26.9%
|
| Return on Equity |
18.9%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
3.54%
|
| Analyst Consensus |
Buy
|
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…
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
DE |
JNJ |
| Zone Low |
$531.14 |
$197.29 |
| Zone High |
$601.96 |
$223.59 |
| In Buy Zone? |
Yes
|
No
|