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 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
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 |
$589.24 |
$30.66 |
| Fair Value Estimate |
$414.61 |
$44.46 |
| Upside to Fair Value |
-29.6%
|
+45.0%
|
| Market Cap |
$159.1B |
$18.4B |
| Forward P/E |
33.3x
|
14.7x
|
| EV / EBITDA |
18.8x
|
13.6x
|
| Price / Sales |
3.4x
|
0.6x
|
| Price / FCF |
42.2x
|
-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 |
2.37%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
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…
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 |
$310.96 |
$33.34 |
| Zone High |
$352.42 |
$37.79 |
| In Buy Zone? |
No
|
Yes
|