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 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D High Quality
VS
Micron Technology, Inc. · Technology
$1,133.99
-45.0% upside to fair value
Grade C High Quality
QuantHub Verdict
DE has more upside to fair value (-29.6%). DE trades at a lower forward P/E (33.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric DE MU
Current Price $589.24 $1,133.99
Fair Value Estimate $414.61 $623.69
Upside to Fair Value -29.6% -45.0%
Market Cap $159.1B $1,278.8B
Forward P/E 33.3x 52.8x
EV / EBITDA 18.8x 34.4x
Price / Sales 3.4x 22.0x
Price / FCF 42.2x 124.4x
Revenue Growth YoY +6.7% +196.3%
Gross Margin 35.4% 58.4%
Operating Margin 18.4% 48.5%
Return on Equity 18.3% 40.8%
Dividend Yield 0% 0%
FCF Yield 2.37% 0.8%
Analyst Consensus Hold Strong 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…
MU — Micron Technology, Inc.
Micron Technology, Inc. is a leading semiconductor company specializing in memory products, primarily DRAM and NAND, which accounted for approximately 77% and 23% of its $37.4 billion revenue in fiscal 2025 respectively. The company benefits from a strong competitive position supported by a seasoned CEO with over 40 years of semiconductor experience and a stable leadership team. Despite exception…
Accumulation Zones
Metric DE MU
Zone Low $310.96 $467.77
Zone High $352.42 $530.14
In Buy Zone? No No
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