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 2026-04-20.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% upside to fair value
Grade D
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
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 |
$999.89 |
$196.55 |
| Fair Value Estimate |
$793.02 |
$285.00 |
| Upside to Fair Value |
-20.7%
|
+45.0%
|
| Market Cap |
$443.6B |
$132.7B |
| Forward P/E |
51.9x
|
21.6x
|
| EV / EBITDA |
30.9x
|
16.7x
|
| Price / Sales |
1.6x
|
1.2x
|
| Price / FCF |
48.8x
|
15.5x
|
| Revenue Growth YoY |
+9.2%
|
+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 |
2.05%
|
6.45%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
$594.76 |
$213.75 |
| Zone High |
$674.07 |
$242.25 |
| In Buy Zone? |
No
|
Yes
|