BLK vs DELL: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
DELL |
| Current Price |
$1,069.78 |
$569.00 |
| Fair Value Estimate |
$1,540.94 |
$383.93 |
| Upside to Fair Value |
+44.0%
|
-32.5%
|
| Market Cap |
$165.8B |
$378.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.9x
|
21.8x
|
| Price / Sales |
6.1x
|
2.5x
|
| Price / FCF |
71.5x
|
42.9x
|
| Revenue Growth YoY |
+30.6%
|
+57.7%
|
| Gross Margin |
55.7%
|
19.8%
|
| Operating Margin |
31.1%
|
9.6%
|
| Return on Equity |
11.7%
|
-574.6%
|
| Dividend Yield |
2.09% |
0.41% |
| FCF Yield |
1.4%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based mo…
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Accumulation Zones
| Metric |
BLK |
DELL |
| Zone Low |
$1,155.70 |
$287.95 |
| Zone High |
$1,309.80 |
$326.34 |
| In Buy Zone? |
Yes
|
No
|