DE vs WDC: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
WDC has more upside to fair value
(-28.7%).
WDC trades at a lower forward P/E
(27.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
WDC |
| Current Price |
$596.74 |
$519.17 |
| Fair Value Estimate |
$418.72 |
$370.00 |
| Upside to Fair Value |
-29.8%
|
-28.7%
|
| Market Cap |
$161.1B |
$178.9B |
| Forward P/E |
33.7x
|
27.8x
|
| EV / EBITDA |
19.0x
|
37.3x
|
| Price / Sales |
3.4x
|
13.9x
|
| Price / FCF |
42.8x
|
51.0x
|
| Revenue Growth YoY |
+6.7%
|
+35.7%
|
| Gross Margin |
35.4%
|
48.9%
|
| Operating Margin |
18.4%
|
34.9%
|
| Return on Equity |
18.3%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
2.34%
|
2.0%
|
| Analyst Consensus |
Hold
|
Buy
|
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, …
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
DE |
WDC |
| Zone Low |
$314.04 |
$278.00 |
| Zone High |
$355.91 |
$315.00 |
| In Buy Zone? |
No
|
No
|