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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
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 |
$231.28 |
$196.55 |
| Fair Value Estimate |
$335.36 |
$285.00 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$181.8B |
$132.7B |
| Forward P/E |
83.4x
|
21.6x
|
| EV / EBITDA |
30.8x
|
16.7x
|
| Price / Sales |
2.0x
|
1.2x
|
| Price / FCF |
776.7x
|
15.5x
|
| Revenue Growth YoY |
+14.0%
|
+23.6%
|
| Gross Margin |
4.8%
|
20.1%
|
| Operating Margin |
-5.9%
|
7.2%
|
| Return on Equity |
-8723.1%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
$251.52 |
$213.75 |
| Zone High |
$285.06 |
$242.25 |
| In Buy Zone? |
Yes
|
Yes
|