DELL vs HD: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
HD |
| Current Price |
$196.55 |
$302.44 |
| Fair Value Estimate |
$285.00 |
$369.00 |
| Upside to Fair Value |
+45.0%
|
+22.0%
|
| Market Cap |
$132.7B |
$301.2B |
| Forward P/E |
21.6x
|
20.5x
|
| EV / EBITDA |
16.7x
|
16.5x
|
| Price / Sales |
1.2x
|
2.0x
|
| Price / FCF |
15.5x
|
26.6x
|
| Revenue Growth YoY |
+23.6%
|
+4.8%
|
| Gross Margin |
20.1%
|
33.3%
|
| Operating Margin |
7.2%
|
12.7%
|
| Return on Equity |
-218.2%
|
110.5%
|
| Dividend Yield |
0% |
2.72% |
| FCF Yield |
6.45%
|
3.75%
|
| 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 …
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
Accumulation Zones
| Metric |
DELL |
HD |
| Zone Low |
$213.75 |
$276.75 |
| Zone High |
$242.25 |
$313.65 |
| In Buy Zone? |
Yes
|
Yes
|