DE vs NKE: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
NKE has more upside to fair value
(+9.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DE |
NKE |
| Current Price |
$703.12 |
$35.78 |
| Fair Value Estimate |
$616.99 |
$39.33 |
| Upside to Fair Value |
-12.2%
|
+9.9%
|
| Market Cap |
$189.8B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
12.0x
|
| Price / Sales |
4.0x
|
1.1x
|
| Price / FCF |
49.1x
|
24.3x
|
| Revenue Growth YoY |
+7.0%
|
-1.1%
|
| Gross Margin |
35.7%
|
42.9%
|
| Operating Margin |
19.0%
|
8.2%
|
| Return on Equity |
18.1%
|
22.0%
|
| Dividend Yield |
0.92% |
4.58% |
| FCF Yield |
2.04%
|
4.12%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
DE |
NKE |
| Zone Low |
$462.74 |
$29.50 |
| Zone High |
$524.44 |
$33.43 |
| In Buy Zone? |
No
|
No
|