DELL vs MAR: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Marriott International, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Dell Technologies Inc. ยท Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Marriott International, Inc. ยท Consumer Cyclical
$359.06
-45.0% upside to fair value
Grade D
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 โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
DELL |
MAR |
| Current Price |
$196.55 |
$359.06 |
| Fair Value Estimate |
$285.00 |
$197.48 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$132.7B |
$95.2B |
| Forward P/E |
21.6x
|
37.7x
|
| EV / EBITDA |
16.7x
|
29.5x
|
| Price / Sales |
1.2x
|
4.4x
|
| Price / FCF |
15.5x
|
29.3x
|
| Revenue Growth YoY |
+23.6%
|
-71.1%
|
| Gross Margin |
20.1%
|
6.0%
|
| Operating Margin |
7.2%
|
19.6%
|
| Return on Equity |
-218.2%
|
-78.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.41%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 โฆ
Marriott International operates a global fee-driven, asset-light hotel business with a portfolio of over 30 brands and a strong competitive position in the travel lodging industry. The company benefits from a durable competitive moat supported by its brand strength, extensive network, and recurring franchise and management fees. However, recent financials show significant headwinds with a 71.1% yโฆ
Accumulation Zones
| Metric |
DELL |
MAR |
| Zone Low |
$213.75 |
$148.11 |
| Zone High |
$242.25 |
$167.86 |
| In Buy Zone? |
Yes
|
No
|