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 2026-07-14.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
GS trades at a lower forward P/E
(23.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
GS |
| Current Price |
$450.22 |
$1,045.91 |
| Fair Value Estimate |
$391.48 |
$575.25 |
| Upside to Fair Value |
-13.0%
|
-45.0%
|
| Market Cap |
$299.1B |
$308.6B |
| Forward P/E |
35.2x
|
23.6x
|
| EV / EBITDA |
22.9x
|
15.9x
|
| Price / Sales |
2.2x
|
3.1x
|
| Price / FCF |
31.7x
|
-7.4x
|
| Revenue Growth YoY |
+87.5%
|
-35.0%
|
| Gross Margin |
19.2%
|
47.4%
|
| Operating Margin |
8.0%
|
17.8%
|
| Return on Equity |
-363.2%
|
15.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
Accumulation Zones
| Metric |
DELL |
GS |
| Zone Low |
$293.61 |
$431.44 |
| Zone High |
$332.76 |
$488.96 |
| In Buy Zone? |
No
|
No
|