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 2026-09-25.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
GOOGL |
| Current Price |
$569.00 |
$342.36 |
| Fair Value Estimate |
$383.93 |
$399.26 |
| Upside to Fair Value |
-32.5%
|
+16.6%
|
| Market Cap |
$378.0B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
12.9x
|
| Price / Sales |
2.5x
|
9.3x
|
| Price / FCF |
42.9x
|
78.1x
|
| 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% |
0.25% |
| FCF Yield |
2.33%
|
1.28%
|
| 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 is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
DELL |
GOOGL |
| Zone Low |
$287.95 |
$299.44 |
| Zone High |
$326.34 |
$339.37 |
| In Buy Zone? |
No
|
No
|