DELL vs GS: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and The Goldman Sachs Group, 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
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
GS |
| Current Price |
$196.55 |
$907.80 |
| Fair Value Estimate |
$499.84 |
$880.00 |
| Upside to Fair Value |
+154.3%
|
-3.1%
|
| Market Cap |
$132.7B |
$269.4B |
| Forward P/E |
21.6x
|
15.6x
|
| EV / EBITDA |
16.7x
|
29.7x
|
| Price / Sales |
1.2x
|
2.1x
|
| Price / FCF |
15.5x
|
—
|
| Revenue Growth YoY |
+23.6%
|
+9.0%
|
| Gross Margin |
20.1%
|
47.5%
|
| Operating Margin |
7.2%
|
17.5%
|
| Return on Equity |
-218.2%
|
13.8%
|
| Dividend Yield |
0% |
1.71% |
| FCF Yield |
6.45%
|
—
|
| Analyst Consensus |
Strong Buy
|
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 …
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
Accumulation Zones
| Metric |
DELL |
GS |
| Zone Low |
$374.88 |
$600.00 |
| Zone High |
$424.86 |
$680.00 |
| In Buy Zone? |
Yes
|
No
|