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 2026-05-13.
Apple Inc. Β· Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
Dell Technologies Inc. Β· Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value (+45.0%). DELL trades at a lower forward P/E (21.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL DELL
Current Price $294.80 $196.55
Fair Value Estimate $267.40 $285.00
Upside to Fair Value -9.3% +45.0%
Market Cap $4,329.8B $132.7B
Forward P/E 35.4x 21.6x
EV / EBITDA 27.3x 16.7x
Price / Sales 9.6x 1.2x
Price / FCF 33.5x 15.5x
Revenue Growth YoY +16.6% +23.6%
Gross Margin 47.9% 20.1%
Operating Margin 32.6% 7.2%
Return on Equity 146.7% -218.2%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 6.45%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
DELL β€” Dell Technologies Inc.
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
Metric AAPL DELL
Zone Low $200.50 $213.75
Zone High $227.30 $242.25
In Buy Zone? No Yes
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