DE vs ORCL: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Oracle Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Deere & Company Β· Industrials
$589.24
-29.6% upside to fair value
Grade D High Quality
VS
Oracle Corporation Β· 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 β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DE ORCL
Current Price $589.24 $184.31
Fair Value Estimate $414.61 $210.13
Upside to Fair Value -29.6% +14.0%
Market Cap $159.1B $530.1B
Forward P/E 33.3x 31.0x
EV / EBITDA 18.8x 20.4x
Price / Sales 3.4x 7.9x
Price / FCF 42.2x -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 2.37% β€”
Analyst Consensus Hold Strong Buy
Investment Thesis
DE β€” 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…
ORCL β€” Oracle Corporation
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 $310.96 $157.60
Zone High $352.42 $178.61
In Buy Zone? No No
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