DE vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$578.39 |
$142.76 |
| Fair Value Estimate |
$708.19 |
$108.00 |
| Upside to Fair Value |
+22.4%
|
-24.3%
|
| Market Cap |
$156.2B |
$327.1B |
| Forward P/E |
32.5x
|
209.7x
|
| EV / EBITDA |
18.4x
|
—
|
| Price / Sales |
3.4x
|
73.1x
|
| Price / FCF |
43.7x
|
155.7x
|
| Revenue Growth YoY |
+16.3%
|
+19.1%
|
| Gross Margin |
35.6%
|
82.4%
|
| Operating Margin |
18.5%
|
31.6%
|
| Return on Equity |
18.9%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
2.29%
|
0.6%
|
| Analyst Consensus |
Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
DE |
PLTR |
| Zone Low |
$531.14 |
$81.00 |
| Zone High |
$601.96 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|