DE

Deere & Company
IndustrialsFarm & Heavy Construction MachineryNASDAQ
$578.46
+$7.54 (1.30%)today
Conviction
0/ 10
Fair Value$658.58
Upside+13.85%
Signal0
Market Cap$150.0B
52W Range$404.42–$674.19
Next EarningsMay 21

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 90% valid
Fair Value$77.54
Current Price$566.64
Upside / Down-86.3%
P(Undervalued)0.0%
P(20%+ Up)0.0%
P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

26.1%/yr

±6.2% · revenue growth to justify current price

FCF-Based Reverse DCF

38.6%/yr

±3.8% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Deere & Company engages in the manufacture and distribution of various equipment worldwide.

Trailing P/E31.3x
Forward P/E24.0x
P/S3.2x
EPS (TTM)$17.74
Analyst Target$658.58
Analyst Upside13.9%

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Bull Case

No analysis yet

Bear Case

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Research Feed

sec_10qFeb 28
Conviction: unchanged
Deere Q1 FY2026 10-Q: Tariff Shock Crushes PPA, CF/SAT Rebound

Q1 FY2026 (period ended Feb 1, 2026): Revenue +13% YoY to $9.6B driven by higher volumes and FX tailwinds, but net income fell 24% to $656M ($2.42 diluted) as $361M pretax tariff impact crushed margin...