DE vs MA: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MA |
| Current Price |
$596.74 |
$543.60 |
| Fair Value Estimate |
$418.72 |
$788.22 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$480.3B |
| Forward P/E |
33.7x
|
—
|
| EV / EBITDA |
19.0x
|
23.3x
|
| Price / Sales |
3.4x
|
14.2x
|
| Price / FCF |
42.8x
|
27.1x
|
| Revenue Growth YoY |
+6.7%
|
+15.8%
|
| Gross Margin |
35.4%
|
83.0%
|
| Operating Margin |
18.4%
|
59.4%
|
| Return on Equity |
18.3%
|
206.1%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
2.34%
|
3.69%
|
| 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, …
Mastercard operates a global two-sided payments network that connects issuers, acquirers, merchants and cardholders, monetizing payment volumes and an expanding set of security, data, authentication and other value-added services. Business quality is high: the network benefits from powerful acceptance and scale effects, 83.0% gross margin, 59.4% operating margin, 45.9% net margin, 206.1% ROE, and…
Accumulation Zones
| Metric |
DE |
MA |
| Zone Low |
$314.04 |
$591.16 |
| Zone High |
$355.91 |
$669.99 |
| In Buy Zone? |
No
|
Yes
|