AAPL vs DELL: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Dell Technologies Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-10.
Apple Inc. ยท Technology
$308.63
+5.6% upside to fair value
Grade B High Quality
VS
Dell Technologies Inc. ยท Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
AAPL has more upside to fair value (+5.6%). DELL trades at a lower forward P/E (35.2x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AAPL DELL
Current Price $308.63 $450.22
Fair Value Estimate $325.93 $391.48
Upside to Fair Value +5.6% -13.0%
Market Cap $4,533.0B $299.1B
Forward P/E 37.2x 35.2x
EV / EBITDA 28.6x 22.9x
Price / Sales 10.0x 2.2x
Price / FCF 35.1x 31.7x
Revenue Growth YoY +16.6% +87.5%
Gross Margin 47.9% 19.2%
Operating Margin 32.6% 8.0%
Return on Equity 146.7% -363.2%
Dividend Yield 0% 0%
FCF Yield 2.85% 3.16%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL โ€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services, with a durable competitive moat driven by its integrated ecosystem of devices, operating systems, and services. The company benefits from strong brand loyalty, high margins with a gross margin of 47.9%, and consistent earnings growth, including a 19.4% increase in earnings in the most recent qโ€ฆ
DELL โ€” Dell Technologies Inc.
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39โ€ฆ
Accumulation Zones
Metric AAPL DELL
Zone Low $244.45 $293.61
Zone High $277.04 $332.76
In Buy Zone? No No
โ† AAPL Research    DELL Research โ†’    All Research