DE vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Oracle Corporation — 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
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
ORCL |
| Current Price |
$596.74 |
$184.31 |
| Fair Value Estimate |
$418.72 |
$210.13 |
| Upside to Fair Value |
-29.8%
|
+14.0%
|
| Market Cap |
$161.1B |
$530.1B |
| Forward P/E |
33.7x
|
31.0x
|
| EV / EBITDA |
19.0x
|
20.4x
|
| Price / Sales |
3.4x
|
7.9x
|
| Price / FCF |
42.8x
|
-22.4x
|
| Revenue Growth YoY |
+6.7%
|
+20.6%
|
| Gross Margin |
35.4%
|
65.8%
|
| Operating Margin |
18.4%
|
30.8%
|
| Return on Equity |
18.3%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
—
|
| 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, …
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
DE |
ORCL |
| Zone Low |
$314.04 |
$157.60 |
| Zone High |
$355.91 |
$178.61 |
| In Buy Zone? |
No
|
No
|