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 2026-09-26.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PANW has more upside to fair value
(-5.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
PANW |
| Current Price |
$703.12 |
$374.74 |
| Fair Value Estimate |
$616.99 |
$355.11 |
| Upside to Fair Value |
-12.2%
|
-5.2%
|
| Market Cap |
$189.8B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
569.8x
|
| Price / Sales |
4.0x
|
26.6x
|
| Price / FCF |
49.1x
|
64.0x
|
| Revenue Growth YoY |
+7.0%
|
+34.4%
|
| Gross Margin |
35.7%
|
70.4%
|
| Operating Margin |
19.0%
|
6.1%
|
| Return on Equity |
18.1%
|
1.7%
|
| Dividend Yield |
0.92% |
0% |
| FCF Yield |
2.04%
|
1.56%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
DE |
PANW |
| Zone Low |
$462.74 |
$266.33 |
| Zone High |
$524.44 |
$301.84 |
| In Buy Zone? |
No
|
No
|