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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
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 |
HD |
| Current Price |
$196.55 |
$337.34 |
| Fair Value Estimate |
$499.84 |
$378.00 |
| Upside to Fair Value |
+154.3%
|
+12.1%
|
| Market Cap |
$132.7B |
$336.0B |
| Forward P/E |
21.6x
|
23.0x
|
| EV / EBITDA |
16.7x
|
18.1x
|
| Price / Sales |
1.2x
|
2.3x
|
| Price / FCF |
15.5x
|
29.7x
|
| Revenue Growth YoY |
+23.6%
|
+3.2%
|
| Gross Margin |
20.1%
|
33.3%
|
| Operating Margin |
7.2%
|
12.7%
|
| Return on Equity |
-218.2%
|
110.5%
|
| Dividend Yield |
0% |
2.44% |
| FCF Yield |
6.45%
|
3.37%
|
| 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 a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
Accumulation Zones
| Metric |
DELL |
HD |
| Zone Low |
$374.88 |
$285.00 |
| Zone High |
$424.86 |
$320.00 |
| In Buy Zone? |
Yes
|
No
|