DELL vs GOOGL: 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 2026-07-13.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Alphabet Inc. · Communication Services
$357.18
-17.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
GOOGL trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GOOGL |
| Current Price |
$450.22 |
$357.18 |
| Fair Value Estimate |
$391.48 |
$294.10 |
| Upside to Fair Value |
-13.0%
|
-17.7%
|
| Market Cap |
$299.1B |
$4,320.1B |
| Forward P/E |
35.2x
|
27.0x
|
| EV / EBITDA |
22.9x
|
20.0x
|
| Price / Sales |
2.2x
|
10.2x
|
| Price / FCF |
31.7x
|
67.0x
|
| Revenue Growth YoY |
+87.5%
|
+21.8%
|
| Gross Margin |
19.2%
|
60.4%
|
| Operating Margin |
8.0%
|
32.7%
|
| Return on Equity |
-363.2%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
1.49%
|
| 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…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google platform, which dominates search and digital advertising. The company exhibits high business quality with a durable competitive moat supported by network effects, strong brand, and intangible assets. Alphabet's financials show robust profitability with a 39.0% ROE and strong margin…
Accumulation Zones
| Metric |
DELL |
GOOGL |
| Zone Low |
$293.61 |
$220.58 |
| Zone High |
$332.76 |
$249.99 |
| In Buy Zone? |
No
|
No
|