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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
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 |
LLY |
| Current Price |
$196.55 |
$939.47 |
| Fair Value Estimate |
$499.84 |
$1,607.00 |
| Upside to Fair Value |
+154.3%
|
+71.1%
|
| Market Cap |
$132.7B |
$887.6B |
| Forward P/E |
21.6x
|
27.4x
|
| EV / EBITDA |
16.7x
|
35.8x
|
| Price / Sales |
1.2x
|
14.8x
|
| Price / FCF |
15.5x
|
107.6x
|
| Revenue Growth YoY |
+23.6%
|
+44.7%
|
| Gross Margin |
20.1%
|
83.8%
|
| Operating Margin |
7.2%
|
45.6%
|
| Return on Equity |
-218.2%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
6.45%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
DELL |
LLY |
| Zone Low |
$374.88 |
$1,205.00 |
| Zone High |
$424.86 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|