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 2026-07-16.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GE |
| Current Price |
$450.22 |
$360.35 |
| Fair Value Estimate |
$391.48 |
$267.03 |
| Upside to Fair Value |
-13.0%
|
-25.9%
|
| Market Cap |
$299.1B |
$376.5B |
| Forward P/E |
35.2x
|
42.3x
|
| EV / EBITDA |
22.9x
|
33.4x
|
| Price / Sales |
2.2x
|
7.8x
|
| Price / FCF |
31.7x
|
50.5x
|
| Revenue Growth YoY |
+87.5%
|
+21.1%
|
| Gross Margin |
19.2%
|
36.1%
|
| Operating Margin |
8.0%
|
21.0%
|
| Return on Equity |
-363.2%
|
46.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
Accumulation Zones
| Metric |
DELL |
GE |
| Zone Low |
$293.61 |
$200.27 |
| Zone High |
$332.76 |
$226.98 |
| In Buy Zone? |
No
|
No
|