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 2026-09-25.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
GS |
| Current Price |
$569.00 |
$923.29 |
| Fair Value Estimate |
$383.93 |
$1,162.79 |
| Upside to Fair Value |
-32.5%
|
+25.9%
|
| Market Cap |
$378.0B |
$272.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
26.3x
|
| Price / Sales |
2.5x
|
2.3x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+57.7%
|
+22.9%
|
| Gross Margin |
19.8%
|
57.3%
|
| Operating Margin |
9.6%
|
24.8%
|
| Return on Equity |
-574.6%
|
17.0%
|
| Dividend Yield |
0.41% |
1.95% |
| FCF Yield |
2.33%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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%,…
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
Accumulation Zones
| Metric |
DELL |
GS |
| Zone Low |
$287.95 |
$872.09 |
| Zone High |
$326.34 |
$988.37 |
| In Buy Zone? |
No
|
Yes
|