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 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
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
(33.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
PANW |
| Current Price |
$589.24 |
$287.78 |
| Fair Value Estimate |
$414.61 |
$296.19 |
| Upside to Fair Value |
-29.6%
|
+2.9%
|
| Market Cap |
$159.1B |
$196.1B |
| Forward P/E |
33.3x
|
248.9x
|
| EV / EBITDA |
18.8x
|
85.9x
|
| Price / Sales |
3.4x
|
18.5x
|
| Price / FCF |
42.2x
|
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 |
2.37%
|
2.19%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
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…
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 |
$310.96 |
$222.14 |
| Zone High |
$352.42 |
$251.76 |
| In Buy Zone? |
No
|
No
|