DE vs MU: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
DE has more upside to fair value
(-29.8%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MU |
| Current Price |
$596.74 |
$1,048.51 |
| Fair Value Estimate |
$418.72 |
$576.68 |
| Upside to Fair Value |
-29.8%
|
-45.0%
|
| Market Cap |
$161.1B |
$1,182.4B |
| Forward P/E |
33.7x
|
23.4x
|
| EV / EBITDA |
19.0x
|
25.9x
|
| Price / Sales |
3.4x
|
13.1x
|
| Price / FCF |
42.8x
|
25.8x
|
| Revenue Growth YoY |
+6.7%
|
+345.7%
|
| Gross Margin |
35.4%
|
72.6%
|
| Operating Margin |
18.4%
|
65.7%
|
| Return on Equity |
18.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
3.87%
|
| 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, …
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
DE |
MU |
| Zone Low |
$314.04 |
$432.51 |
| Zone High |
$355.91 |
$490.18 |
| In Buy Zone? |
No
|
No
|