DE vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Super Micro Computer, 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
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
SMCI |
| Current Price |
$596.74 |
$30.66 |
| Fair Value Estimate |
$418.72 |
$44.46 |
| Upside to Fair Value |
-29.8%
|
+45.0%
|
| Market Cap |
$161.1B |
$18.4B |
| Forward P/E |
33.7x
|
14.7x
|
| EV / EBITDA |
19.0x
|
13.6x
|
| Price / Sales |
3.4x
|
0.6x
|
| Price / FCF |
42.8x
|
-2.7x
|
| Revenue Growth YoY |
+6.7%
|
+122.7%
|
| Gross Margin |
35.4%
|
8.4%
|
| Operating Margin |
18.4%
|
4.5%
|
| Return on Equity |
18.3%
|
18.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.34%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
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, …
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
DE |
SMCI |
| Zone Low |
$314.04 |
$33.34 |
| Zone High |
$355.91 |
$37.79 |
| In Buy Zone? |
No
|
Yes
|