DE vs SNDK: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Sandisk Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Deere & Company · Industrials
$703.12
-12.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Sandisk Corporation · Technology
$1,614.39
-25.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
DE has more upside to fair value
(-12.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
SNDK |
| Current Price |
$703.12 |
$1,614.39 |
| Fair Value Estimate |
$616.99 |
$1,206.72 |
| Upside to Fair Value |
-12.2%
|
-25.3%
|
| Market Cap |
$189.8B |
$239.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.1x
|
17.9x
|
| Price / Sales |
4.0x
|
11.8x
|
| Price / FCF |
49.1x
|
20.6x
|
| Revenue Growth YoY |
+7.0%
|
+371.6%
|
| Gross Margin |
35.7%
|
71.5%
|
| Operating Margin |
19.0%
|
61.2%
|
| Return on Equity |
18.1%
|
93.1%
|
| Dividend Yield |
0.92% |
0% |
| FCF Yield |
2.04%
|
4.84%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM …
Sandisk designs and manufactures NAND flash storage solutions, including SSDs, embedded memory, removable cards, USB devices, and wafers, employing roughly 11,100 people from its Milpitas, California headquarters. The business is currently generating extraordinary profitability, with TTM gross margin of 71.5%, operating margin of 61.2%, net margin of 56.5%, and ROE of 93.1%, while revenue grew 37…
Accumulation Zones
| Metric |
DE |
SNDK |
| Zone Low |
$462.74 |
$905.04 |
| Zone High |
$524.44 |
$1,025.71 |
| In Buy Zone? |
No
|
No
|