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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
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.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GE |
| Current Price |
$196.55 |
$308.35 |
| Fair Value Estimate |
$499.84 |
$171.94 |
| Upside to Fair Value |
+154.3%
|
-44.2%
|
| Market Cap |
$132.7B |
$325.2B |
| Forward P/E |
21.6x
|
37.8x
|
| EV / EBITDA |
16.7x
|
27.9x
|
| Price / Sales |
1.2x
|
7.2x
|
| Price / FCF |
15.5x
|
45.2x
|
| Revenue Growth YoY |
+23.6%
|
+18.5%
|
| Gross Margin |
20.1%
|
36.8%
|
| Operating Margin |
7.2%
|
19.1%
|
| Return on Equity |
-218.2%
|
46.6%
|
| Dividend Yield |
0% |
0.44% |
| FCF Yield |
6.45%
|
2.21%
|
| 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 the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
| Metric |
DELL |
GE |
| Zone Low |
$374.88 |
$128.96 |
| Zone High |
$424.86 |
$146.15 |
| In Buy Zone? |
Yes
|
No
|