DE vs VRTV: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
DE has more upside to fair value (-29.8%). VRTV trades at a lower forward P/E (7.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric DE VRTV
Current Price $596.74 $169.99
Fair Value Estimate $418.72 $96.38
Upside to Fair Value -29.8% -43.3%
Market Cap $161.1B $2.3B
Forward P/E 33.7x 7.1x
EV / EBITDA 19.0x 5.4x
Price / Sales 3.4x 0.3x
Price / FCF 42.8x 10.0x
Revenue Growth YoY +6.7% -19.0%
Gross Margin 35.4% 22.7%
Operating Margin 18.4% 5.9%
Return on Equity 18.3% 48.6%
Dividend Yield 0% 0%
FCF Yield 2.34% 9.99%
Analyst Consensus Hold Hold
Investment Thesis
DE — Deere & Company
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, …
VRTV — Veritiv Corporation
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
Metric DE VRTV
Zone Low $314.04 $72.28
Zone High $355.91 $81.92
In Buy Zone? No No
← DE Research    VRTV Research →    All Research