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 2026-04-18.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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.
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Valuation & Fundamentals
| Metric |
BA |
DELL |
| Current Price |
$217.63 |
$196.55 |
| Fair Value Estimate |
$260.00 |
$499.84 |
| Upside to Fair Value |
+19.5%
|
+154.3%
|
| Market Cap |
$170.9B |
$132.7B |
| Forward P/E |
74.0x
|
21.6x
|
| EV / EBITDA |
28.4x
|
16.7x
|
| Price / Sales |
1.9x
|
1.2x
|
| Price / FCF |
-88.2x
|
15.5x
|
| Revenue Growth YoY |
+34.5%
|
+23.6%
|
| Gross Margin |
4.8%
|
20.1%
|
| Operating Margin |
-6.1%
|
7.2%
|
| Return on Equity |
41.0%
|
-218.2%
|
| Dividend Yield |
0.2% |
0% |
| FCF Yield |
-1.1%
|
6.45%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
DELL |
| Zone Low |
$195.00 |
$374.88 |
| Zone High |
$221.00 |
$424.86 |
| In Buy Zone? |
Yes
|
Yes
|