DE vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and NVIDIA Corporation — 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
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
NVDA |
| Current Price |
$578.39 |
$182.08 |
| Fair Value Estimate |
$708.19 |
$290.00 |
| Upside to Fair Value |
+22.4%
|
+59.3%
|
| Market Cap |
$156.2B |
$4,425.5B |
| Forward P/E |
32.5x
|
—
|
| EV / EBITDA |
18.4x
|
31.4x
|
| Price / Sales |
3.4x
|
21.0x
|
| Price / FCF |
43.7x
|
46.9x
|
| Revenue Growth YoY |
+16.3%
|
+65.5%
|
| Gross Margin |
35.6%
|
71.1%
|
| Operating Margin |
18.5%
|
60.4%
|
| Return on Equity |
18.9%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
2.29%
|
2.13%
|
| Analyst Consensus |
Buy
|
Strong 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…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
DE |
NVDA |
| Zone Low |
$531.14 |
$218.00 |
| Zone High |
$601.96 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|