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 2026-07-09.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
DE trades at a lower forward P/E
(33.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
PANW |
| Current Price |
$596.74 |
$287.78 |
| Fair Value Estimate |
$418.72 |
$296.19 |
| Upside to Fair Value |
-29.8%
|
+2.9%
|
| Market Cap |
$161.1B |
$196.1B |
| Forward P/E |
33.7x
|
248.9x
|
| EV / EBITDA |
19.0x
|
85.9x
|
| Price / Sales |
3.4x
|
18.5x
|
| Price / FCF |
42.8x
|
45.7x
|
| Revenue Growth YoY |
+6.7%
|
+31.1%
|
| Gross Margin |
35.4%
|
71.9%
|
| Operating Margin |
18.4%
|
9.6%
|
| Return on Equity |
18.3%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
2.19%
|
| 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, …
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
DE |
PANW |
| Zone Low |
$314.04 |
$222.14 |
| Zone High |
$355.91 |
$251.76 |
| In Buy Zone? |
No
|
No
|