AMZN vs DELL: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
DELL |
| Current Price |
$238.12 |
$196.55 |
| Fair Value Estimate |
$379.40 |
$499.84 |
| Upside to Fair Value |
+59.3%
|
+154.3%
|
| Market Cap |
$2,556.2B |
$132.7B |
| Forward P/E |
32.8x
|
21.6x
|
| EV / EBITDA |
15.9x
|
16.7x
|
| Price / Sales |
3.6x
|
1.2x
|
| Price / FCF |
332.2x
|
15.5x
|
| Revenue Growth YoY |
+18.4%
|
+23.6%
|
| Gross Margin |
50.3%
|
20.1%
|
| Operating Margin |
11.2%
|
7.2%
|
| Return on Equity |
21.9%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.3%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
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 |
AMZN |
DELL |
| Zone Low |
$284.55 |
$374.88 |
| Zone High |
$322.49 |
$424.86 |
| In Buy Zone? |
Yes
|
Yes
|