DELL vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Johnson & Johnson — 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
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
JNJ |
| Current Price |
$569.00 |
$270.68 |
| Fair Value Estimate |
$383.93 |
$286.05 |
| Upside to Fair Value |
-32.5%
|
+5.7%
|
| Market Cap |
$378.0B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
20.2x
|
| Price / Sales |
2.5x
|
6.7x
|
| Price / FCF |
42.9x
|
35.3x
|
| Revenue Growth YoY |
+57.7%
|
+6.6%
|
| Gross Margin |
19.8%
|
67.9%
|
| Operating Margin |
9.6%
|
26.8%
|
| Return on Equity |
-574.6%
|
25.7%
|
| Dividend Yield |
0.41% |
1.95% |
| FCF Yield |
2.33%
|
2.83%
|
| Analyst Consensus |
Buy
|
Buy
|
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%,…
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
DELL |
JNJ |
| Zone Low |
$287.95 |
$214.54 |
| Zone High |
$326.34 |
$243.14 |
| In Buy Zone? |
No
|
No
|