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 2026-05-04.
Deere & Company Β· Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Oracle Corporation Β· Technology
$175.08
+137.3% upside to fair value
Grade C High Quality
QuantHub Verdict
ORCL has more upside to fair value (+137.3%). ORCL trades at a lower forward P/E (30.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DE ORCL
Current Price $578.39 $175.08
Fair Value Estimate $708.19 $415.43
Upside to Fair Value +22.4% +137.3%
Market Cap $156.2B $503.5B
Forward P/E 32.5x 30.8x
EV / EBITDA 18.4x 21.4x
Price / Sales 3.4x 7.9x
Price / FCF 43.7x -20.4x
Revenue Growth YoY +16.3% +21.7%
Gross Margin 35.6% 66.4%
Operating Margin 18.5% 30.8%
Return on Equity 18.9% 57.4%
Dividend Yield 0% 0%
FCF Yield 2.29% β€”
Analyst Consensus Buy Strong Buy
Investment Thesis
DE β€” Deere & Company
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…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
Metric DE ORCL
Zone Low $531.14 $311.57
Zone High $601.96 $353.12
In Buy Zone? Yes Yes
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