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 2026-04-20.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
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 |
JNJ |
| Current Price |
$196.55 |
$230.69 |
| Fair Value Estimate |
$285.00 |
$255.61 |
| Upside to Fair Value |
+45.0%
|
+10.8%
|
| Market Cap |
$132.7B |
$555.9B |
| Forward P/E |
21.6x
|
26.8x
|
| EV / EBITDA |
16.7x
|
18.5x
|
| Price / Sales |
1.2x
|
5.8x
|
| Price / FCF |
15.5x
|
28.2x
|
| Revenue Growth YoY |
+23.6%
|
+9.9%
|
| Gross Margin |
20.1%
|
69.1%
|
| Operating Margin |
7.2%
|
26.9%
|
| Return on Equity |
-218.2%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.54%
|
| 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 …
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
| Metric |
DELL |
JNJ |
| Zone Low |
$213.75 |
$191.71 |
| Zone High |
$242.25 |
$217.27 |
| In Buy Zone? |
Yes
|
No
|