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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
JNJ |
| Current Price |
$196.55 |
$238.46 |
| Fair Value Estimate |
$499.84 |
$210.28 |
| Upside to Fair Value |
+154.3%
|
-11.8%
|
| Market Cap |
$132.7B |
$574.7B |
| Forward P/E |
21.6x
|
20.2x
|
| EV / EBITDA |
16.7x
|
13.3x
|
| Price / Sales |
1.2x
|
6.2x
|
| Price / FCF |
15.5x
|
29.4x
|
| Revenue Growth YoY |
+23.6%
|
+6.1%
|
| Gross Margin |
20.1%
|
72.8%
|
| Operating Margin |
7.2%
|
27.2%
|
| Return on Equity |
-218.2%
|
32.87%
|
| Dividend Yield |
0% |
2.18% |
| FCF Yield |
6.45%
|
3.4%
|
| Analyst Consensus |
Strong Buy
|
Moderate 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 high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Accumulation Zones
| Metric |
DELL |
JNJ |
| Zone Low |
$374.88 |
$157.71 |
| Zone High |
$424.86 |
$178.74 |
| In Buy Zone? |
Yes
|
No
|