DELL vs JPM: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and JPMorgan Chase & Co. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
JPMorgan Chase & Co. · Financial Services
$350.13
+26.9% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
JPM has more upside to fair value
(+26.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
JPM |
| Current Price |
$569.00 |
$350.13 |
| Fair Value Estimate |
$383.93 |
$444.48 |
| Upside to Fair Value |
-32.5%
|
+26.9%
|
| Market Cap |
$378.0B |
$938.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
20.0x
|
| Price / Sales |
2.5x
|
3.1x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+57.7%
|
+17.9%
|
| Gross Margin |
19.8%
|
62.6%
|
| Operating Margin |
9.6%
|
28.2%
|
| Return on Equity |
-574.6%
|
17.8%
|
| Dividend Yield |
0.41% |
1.71% |
| FCF Yield |
2.33%
|
—
|
| 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%,…
JPMorgan Chase is a diversified global bank spanning consumer banking, cards, payments, commercial banking, investment banking, markets, treasury services, and asset and wealth management, with an unusually high-quality franchise supported by funding scale, distribution, leading market positions and cross-selling across 86.6 million U.S. consumers and more than 90% of Fortune 500 companies. Busin…
Accumulation Zones
| Metric |
DELL |
JPM |
| Zone Low |
$287.95 |
$333.36 |
| Zone High |
$326.34 |
$377.81 |
| In Buy Zone? |
No
|
Yes
|