DELL vs MAR: Which Is the Better Buy?

Side-by-side comparison of Dell Technologies Inc. and Marriott International, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-20.
Dell Technologies Inc. Β· Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Marriott International, Inc. Β· Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction Grade C
QuantHub Verdict
MAR has more upside to fair value (-3.4%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DELL MAR
Current Price $450.22 $366.24
Fair Value Estimate $391.48 $353.64
Upside to Fair Value -13.0% -3.4%
Market Cap $299.1B $96.6B
Forward P/E 35.2x β€”
EV / EBITDA 22.9x 23.8x
Price / Sales 2.2x 3.7x
Price / FCF 31.7x 31.6x
Revenue Growth YoY +87.5% +6.2%
Gross Margin 19.2% 21.4%
Operating Margin 8.0% 16.0%
Return on Equity -363.2% -74.1%
Dividend Yield 0% 0.75%
FCF Yield 3.16% 3.17%
Analyst Consensus Strong Buy Hold
Investment Thesis
DELL β€” Dell Technologies Inc.
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
MAR β€” Marriott International, Inc.
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Accumulation Zones
Metric DELL MAR
Zone Low $293.61 $265.23
Zone High $332.76 $300.59
In Buy Zone? No No
← DELL Research    MAR Research β†’    All Research