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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Alphabet Inc. · Communication Services
$317.41
-4.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
GOOGL |
| Current Price |
$196.55 |
$317.41 |
| Fair Value Estimate |
$499.84 |
$303.05 |
| Upside to Fair Value |
+154.3%
|
-4.5%
|
| Market Cap |
$132.7B |
$3,839.7B |
| Forward P/E |
21.6x
|
29.0x
|
| EV / EBITDA |
16.7x
|
21.5x
|
| Price / Sales |
1.2x
|
9.5x
|
| Price / FCF |
15.5x
|
52.4x
|
| Revenue Growth YoY |
+23.6%
|
+11.3%
|
| Gross Margin |
20.1%
|
59.7%
|
| Operating Margin |
7.2%
|
32.0%
|
| Return on Equity |
-218.2%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Accumulation Zones
| Metric |
DELL |
GOOGL |
| Zone Low |
$374.88 |
$227.29 |
| Zone High |
$424.86 |
$257.59 |
| In Buy Zone? |
Yes
|
No
|