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 2026-07-15.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
JNJ |
| Current Price |
$450.22 |
$253.85 |
| Fair Value Estimate |
$391.48 |
$198.76 |
| Upside to Fair Value |
-13.0%
|
-21.7%
|
| Market Cap |
$299.1B |
$611.1B |
| Forward P/E |
35.2x
|
29.3x
|
| EV / EBITDA |
22.9x
|
19.2x
|
| Price / Sales |
2.2x
|
6.3x
|
| Price / FCF |
31.7x
|
34.3x
|
| Revenue Growth YoY |
+87.5%
|
+9.9%
|
| Gross Margin |
19.2%
|
69.1%
|
| Operating Margin |
8.0%
|
26.9%
|
| Return on Equity |
-363.2%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
DELL |
JNJ |
| Zone Low |
$293.61 |
$149.07 |
| Zone High |
$332.76 |
$168.95 |
| In Buy Zone? |
No
|
No
|