DELL vs LLY: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
LLY |
| Current Price |
$569.00 |
$1,183.72 |
| Fair Value Estimate |
$383.93 |
$1,208.00 |
| Upside to Fair Value |
-32.5%
|
+2.1%
|
| Market Cap |
$378.0B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
26.8x
|
| Price / Sales |
2.5x
|
14.0x
|
| Price / FCF |
42.9x
|
52.7x
|
| Revenue Growth YoY |
+57.7%
|
+47.7%
|
| Gross Margin |
19.8%
|
83.4%
|
| Operating Margin |
9.6%
|
49.7%
|
| Return on Equity |
-574.6%
|
92.6%
|
| Dividend Yield |
0.41% |
0.57% |
| FCF Yield |
2.33%
|
1.9%
|
| Analyst Consensus |
Buy
|
Strong 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%,…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
DELL |
LLY |
| Zone Low |
$287.95 |
$906.00 |
| Zone High |
$326.34 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|