DE vs PANW: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Palo Alto Networks, Inc. — 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
Palo Alto Networks, Inc. · Technology
$174.41
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
DE has more upside to fair value
(+22.4%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
PANW |
| Current Price |
$578.39 |
$174.41 |
| Fair Value Estimate |
$708.19 |
$200.93 |
| Upside to Fair Value |
+22.4%
|
+15.2%
|
| Market Cap |
$156.2B |
$118.9B |
| Forward P/E |
32.5x
|
94.6x
|
| EV / EBITDA |
18.4x
|
52.3x
|
| Price / Sales |
3.4x
|
12.0x
|
| Price / FCF |
43.7x
|
29.2x
|
| Revenue Growth YoY |
+16.3%
|
+14.9%
|
| Gross Margin |
35.6%
|
73.5%
|
| Operating Margin |
18.5%
|
14.4%
|
| Return on Equity |
18.9%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
3.42%
|
| 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…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
DE |
PANW |
| Zone Low |
$531.14 |
$150.70 |
| Zone High |
$601.96 |
$170.79 |
| In Buy Zone? |
Yes
|
No
|