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 2026-07-10.
Amazon.com, Inc. · Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B
High Quality
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
AMZN has more upside to fair value
(+22.0%).
AMZN trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
DELL |
| Current Price |
$242.67 |
$450.22 |
| Fair Value Estimate |
$295.95 |
$391.48 |
| Upside to Fair Value |
+22.0%
|
-13.0%
|
| Market Cap |
$2,610.4B |
$299.1B |
| Forward P/E |
28.7x
|
35.2x
|
| EV / EBITDA |
14.4x
|
22.9x
|
| Price / Sales |
3.5x
|
2.2x
|
| Price / FCF |
-1056.0x
|
31.7x
|
| Revenue Growth YoY |
+16.6%
|
+87.5%
|
| Gross Margin |
50.6%
|
19.2%
|
| Operating Margin |
11.5%
|
8.0%
|
| Return on Equity |
23.3%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.16%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
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 $39…
Accumulation Zones
| Metric |
AMZN |
DELL |
| Zone Low |
$221.96 |
$293.61 |
| Zone High |
$251.56 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|