DELL vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Alphabet 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
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
GOOG |
| Current Price |
$569.00 |
$334.98 |
| Fair Value Estimate |
$383.93 |
$387.82 |
| Upside to Fair Value |
-32.5%
|
+15.8%
|
| Market Cap |
$378.0B |
$4,065.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
12.7x
|
| Price / Sales |
2.5x
|
9.1x
|
| Price / FCF |
42.9x
|
76.4x
|
| Revenue Growth YoY |
+57.7%
|
+24.2%
|
| Gross Margin |
19.8%
|
60.9%
|
| Operating Margin |
9.6%
|
33.1%
|
| Return on Equity |
-574.6%
|
50.8%
|
| Dividend Yield |
0.41% |
0.26% |
| FCF Yield |
2.33%
|
1.31%
|
| 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%,…
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
Accumulation Zones
| Metric |
DELL |
GOOG |
| Zone Low |
$287.95 |
$290.87 |
| Zone High |
$326.34 |
$329.65 |
| In Buy Zone? |
No
|
No
|