DELL vs GE: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and GE Aerospace — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-25.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
GE Aerospace · Industrials
$284.60
-24.0% upside to fair value
Grade B
High Quality
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.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GE |
| Current Price |
$196.55 |
$284.60 |
| Fair Value Estimate |
$285.00 |
$216.30 |
| Upside to Fair Value |
+45.0%
|
-24.0%
|
| Market Cap |
$132.7B |
$297.4B |
| Forward P/E |
21.6x
|
34.1x
|
| EV / EBITDA |
16.7x
|
27.9x
|
| Price / Sales |
1.2x
|
6.2x
|
| Price / FCF |
15.5x
|
39.8x
|
| Revenue Growth YoY |
+23.6%
|
+24.7%
|
| Gross Margin |
20.1%
|
34.8%
|
| Operating Margin |
7.2%
|
18.5%
|
| Return on Equity |
-218.2%
|
46.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
2.51%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
Accumulation Zones
| Metric |
DELL |
GE |
| Zone Low |
$213.75 |
$162.23 |
| Zone High |
$242.25 |
$183.86 |
| In Buy Zone? |
Yes
|
No
|