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 2026-07-10.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
QuantHub Verdict
COST has more upside to fair value
(-1.4%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COST |
DELL |
| Current Price |
$947.50 |
$450.22 |
| Fair Value Estimate |
$933.84 |
$391.48 |
| Upside to Fair Value |
-1.4%
|
-13.0%
|
| Market Cap |
$420.2B |
$299.1B |
| Forward P/E |
47.6x
|
35.2x
|
| EV / EBITDA |
28.3x
|
22.9x
|
| Price / Sales |
1.4x
|
2.2x
|
| Price / FCF |
47.7x
|
31.7x
|
| Revenue Growth YoY |
+11.6%
|
+87.5%
|
| Gross Margin |
12.9%
|
19.2%
|
| Operating Margin |
3.8%
|
8.0%
|
| Return on Equity |
28.3%
|
-363.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
3.16%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Accumulation Zones
| Metric |
COST |
DELL |
| Zone Low |
$700.38 |
$293.61 |
| Zone High |
$793.76 |
$332.76 |
| In Buy Zone? |
No
|
No
|