BLK vs DELL: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and Dell Technologies Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
BlackRock, Inc. Β· Financial Services
$1,042.85
+125.5% upside to fair value
Grade A High Quality
VS
Dell Technologies Inc. Β· 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 β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BLK DELL
Current Price $1,042.85 $196.55
Fair Value Estimate $2,351.12 $499.84
Upside to Fair Value +125.5% +154.3%
Market Cap $162.2B $132.7B
Forward P/E 25.9x 21.6x
EV / EBITDA 16.9x 16.7x
Price / Sales 6.3x 1.2x
Price / FCF 45.2x 15.5x
Revenue Growth YoY +28.3% +23.6%
Gross Margin 59.1% 20.1%
Operating Margin 29.9% 7.2%
Return on Equity 12.0% -218.2%
Dividend Yield 0% 0%
FCF Yield 2.21% 6.45%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BLK β€” BlackRock, Inc.
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
DELL β€” Dell Technologies Inc.
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 BLK DELL
Zone Low $1,763.34 $374.88
Zone High $1,998.45 $424.86
In Buy Zone? Yes Yes
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