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 2026-05-01.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
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 |
$934.34 |
| Fair Value Estimate |
$285.00 |
$1,098.43 |
| Upside to Fair Value |
+45.0%
|
+17.6%
|
| Market Cap |
$132.7B |
$882.8B |
| Forward P/E |
21.6x
|
33.1x
|
| EV / EBITDA |
16.7x
|
27.9x
|
| Price / Sales |
1.2x
|
12.2x
|
| Price / FCF |
15.5x
|
65.0x
|
| Revenue Growth YoY |
+23.6%
|
+55.5%
|
| Gross Margin |
20.1%
|
82.7%
|
| Operating Margin |
7.2%
|
46.3%
|
| Return on Equity |
-218.2%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.54%
|
| 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 and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
| Metric |
DELL |
LLY |
| Zone Low |
$213.75 |
$823.82 |
| Zone High |
$242.25 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|