BA vs DELL: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
DELL |
| Current Price |
$234.54 |
$450.22 |
| Fair Value Estimate |
$340.08 |
$391.48 |
| Upside to Fair Value |
+45.0%
|
-13.0%
|
| Market Cap |
$184.9B |
$299.1B |
| Forward P/E |
96.9x
|
35.2x
|
| EV / EBITDA |
30.4x
|
22.9x
|
| Price / Sales |
2.0x
|
2.2x
|
| Price / FCF |
-177.6x
|
31.7x
|
| Revenue Growth YoY |
+14.0%
|
+87.5%
|
| Gross Margin |
4.8%
|
19.2%
|
| Operating Margin |
-5.9%
|
8.0%
|
| Return on Equity |
-8723.1%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.16%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
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 |
BA |
DELL |
| Zone Low |
$255.06 |
$293.61 |
| Zone High |
$289.07 |
$332.76 |
| In Buy Zone? |
Yes
|
No
|