DE vs VRT: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Deere & Company Β· Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Vertiv Holdings Co Β· Industrials
$305.14
-19.1% upside to fair value
Grade D High Quality
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 β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DE VRT
Current Price $578.39 $305.14
Fair Value Estimate $708.19 $246.77
Upside to Fair Value +22.4% -19.1%
Market Cap $156.2B $116.8B
Forward P/E 32.5x 75.0x
EV / EBITDA 18.4x 50.1x
Price / Sales 3.4x 10.8x
Price / FCF 43.7x 50.5x
Revenue Growth YoY +16.3% +30.1%
Gross Margin 35.6% 36.2%
Operating Margin 18.5% 18.5%
Return on Equity 18.9% 42.1%
Dividend Yield 0% 0%
FCF Yield 2.29% 1.98%
Analyst Consensus Buy Strong Buy
Investment Thesis
DE β€” Deere & Company
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…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
Metric DE VRT
Zone Low $531.14 $185.08
Zone High $601.96 $209.75
In Buy Zone? Yes No
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