DELL vs INTU: Which Is the Better Buy?

Side-by-side comparison of Dell Technologies Inc. and Intuit 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
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction Grade A-
QuantHub Verdict
DELL has more upside to fair value (+154.3%). INTU trades at a lower forward P/E (19.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric DELL INTU
Current Price $196.55 $396.57
Fair Value Estimate $499.84 $546.00
Upside to Fair Value +154.3% +37.7%
Market Cap $132.7B $110.4B
Forward P/E 21.6x 19.5x
EV / EBITDA 16.7x 19.0x
Price / Sales 1.2x 5.9x
Price / FCF 15.5x 18.1x
Revenue Growth YoY +23.6% +15.6%
Gross Margin 20.1% 80.8%
Operating Margin 7.2% 26.1%
Return on Equity -218.2% 19.6%
Dividend Yield 0% 1.17%
FCF Yield 6.45% 5.51%
Analyst Consensus Strong Buy Buy
Investment Thesis
DELL — Dell Technologies Inc.
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 …
INTU — Intuit Inc.
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
Metric DELL INTU
Zone Low $374.88 $410.00
Zone High $424.86 $464.00
In Buy Zone? Yes Yes
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