AAPL vs DELL: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Dell Technologies Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-24.
Apple Inc. Β· Technology
$337.02
+9.9% upside to fair value
Med Conviction Grade B High Quality
VS
Dell Technologies Inc. Β· Technology
$569.00
-32.5% upside to fair value
Low Conviction Grade C
QuantHub Verdict
AAPL has more upside to fair value (+9.9%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL DELL
Current Price $337.02 $569.00
Fair Value Estimate $370.54 $383.93
Upside to Fair Value +9.9% -32.5%
Market Cap $4,949.9B $378.0B
Forward P/E β€” β€”
EV / EBITDA 29.6x 21.8x
Price / Sales 10.6x 2.5x
Price / FCF 36.2x 42.9x
Revenue Growth YoY +16.4% +57.7%
Gross Margin 48.7% 19.8%
Operating Margin 33.2% 9.6%
Return on Equity 137.2% -574.6%
Dividend Yield 0.31% 0.41%
FCF Yield 2.76% 2.33%
Analyst Consensus Buy Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a global consumer-electronics and services platform whose hardware lineup (iPhone, Mac, iPad, wearables) and digital ecosystem (App Store, Apple Music, iCloud, Apple Pay, advertising) generated $31.78 of revenue per share and $9.30 of free cash flow per share on a trailing basis, with TTM gross margin of 48.7%, operating margin of 33.2%, net margin of 27.6%, and ROE of 137.2%. Busin…
DELL β€” Dell Technologies Inc.
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
Metric AAPL DELL
Zone Low $277.91 $287.95
Zone High $314.96 $326.34
In Buy Zone? No No
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