DELL vs GEV: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and GE Vernova Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
GE Vernova Inc. · Industrials
$951.82
+35.4% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GEV |
| Current Price |
$569.00 |
$951.82 |
| Fair Value Estimate |
$383.93 |
$1,288.67 |
| Upside to Fair Value |
-32.5%
|
+35.4%
|
| Market Cap |
$378.0B |
$253.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
28.2x
|
| Price / Sales |
2.5x
|
6.1x
|
| Price / FCF |
42.9x
|
20.5x
|
| Revenue Growth YoY |
+57.7%
|
+21.9%
|
| Gross Margin |
19.8%
|
20.2%
|
| Operating Margin |
9.6%
|
4.4%
|
| Return on Equity |
-574.6%
|
83.4%
|
| Dividend Yield |
0.41% |
0.18% |
| FCF Yield |
2.33%
|
4.88%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
Accumulation Zones
| Metric |
DELL |
GEV |
| Zone Low |
$287.95 |
$966.50 |
| Zone High |
$326.34 |
$1,095.37 |
| In Buy Zone? |
No
|
Yes
|