COST vs DELL: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Costco Wholesale Corporation · Consumer Defensive
$1,002.88
-35.4% upside to fair value
Grade C
High Quality
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 |
COST |
DELL |
| Current Price |
$1,002.88 |
$196.55 |
| Fair Value Estimate |
$648.03 |
$499.84 |
| Upside to Fair Value |
-35.4%
|
+154.3%
|
| Market Cap |
$444.9B |
$132.7B |
| Forward P/E |
52.1x
|
21.6x
|
| EV / EBITDA |
31.0x
|
16.7x
|
| Price / Sales |
1.6x
|
1.2x
|
| Price / FCF |
49.0x
|
15.5x
|
| Revenue Growth YoY |
+3.4%
|
+23.6%
|
| Gross Margin |
12.9%
|
20.1%
|
| Operating Margin |
3.8%
|
7.2%
|
| Return on Equity |
28.8%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.04%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model with over 900 warehouses across 14 countries, generating $254 billion in fiscal 2024 revenue. The company benefits from a durable competitive moat driven by scale advantages, a loyal membership base with high renewal rates, and superior employee retention through better wages and benefits. Despite steady revenue …
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 |
COST |
DELL |
| Zone Low |
$486.02 |
$374.88 |
| Zone High |
$550.83 |
$424.86 |
| In Buy Zone? |
No
|
Yes
|