DELL vs ETN: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Eaton Corporation plc — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
ETN has more upside to fair value
(-9.5%).
ETN trades at a lower forward P/E
(33.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
ETN |
| Current Price |
$450.22 |
$447.28 |
| Fair Value Estimate |
$391.48 |
$405.00 |
| Upside to Fair Value |
-13.0%
|
-9.5%
|
| Market Cap |
$299.1B |
$173.7B |
| Forward P/E |
35.2x
|
33.2x
|
| EV / EBITDA |
22.9x
|
30.0x
|
| Price / Sales |
2.2x
|
5.8x
|
| Price / FCF |
31.7x
|
38.6x
|
| Revenue Growth YoY |
+87.5%
|
+21.0%
|
| Gross Margin |
19.2%
|
35.9%
|
| Operating Margin |
8.0%
|
17.7%
|
| Return on Equity |
-363.2%
|
18.9%
|
| Dividend Yield |
0% |
0.98% |
| FCF Yield |
3.16%
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
Accumulation Zones
| Metric |
DELL |
ETN |
| Zone Low |
$293.61 |
$305.00 |
| Zone High |
$332.76 |
$345.00 |
| In Buy Zone? |
No
|
No
|