DELL vs MA: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Mastercard Incorporated — 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
Mastercard Incorporated · Financial Services
$498.66
+22.3% 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 |
MA |
| Current Price |
$196.55 |
$498.66 |
| Fair Value Estimate |
$499.84 |
$610.00 |
| Upside to Fair Value |
+154.3%
|
+22.3%
|
| Market Cap |
$132.7B |
$445.0B |
| Forward P/E |
21.6x
|
25.5x
|
| EV / EBITDA |
16.7x
|
22.4x
|
| Price / Sales |
1.2x
|
13.6x
|
| Price / FCF |
15.5x
|
26.0x
|
| Revenue Growth YoY |
+23.6%
|
+16.4%
|
| Gross Margin |
20.1%
|
83.4%
|
| Operating Margin |
7.2%
|
59.2%
|
| Return on Equity |
-218.2%
|
198.4%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
6.45%
|
3.84%
|
| 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 …
Mastercard operates one of the world's two dominant payment networks, processing over $9 trillion in gross dollar volume annually across 220+ countries. The business generates 83% gross margins and 46% net margins with zero credit risk because Mastercard never lends money, only collecting tolls on every transaction. Value-Added Services (analytics, fraud prevention, cybersecurity) now comprise 41…
Accumulation Zones
| Metric |
DELL |
MA |
| Zone Low |
$374.88 |
$460.00 |
| Zone High |
$424.86 |
$515.00 |
| In Buy Zone? |
Yes
|
Yes
|