DELL vs MAR: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Marriott International, Inc. · Consumer Cyclical
$334.97
+20.6% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MAR has more upside to fair value
(+20.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
MAR |
| Current Price |
$569.00 |
$334.97 |
| Fair Value Estimate |
$383.93 |
$403.81 |
| Upside to Fair Value |
-32.5%
|
+20.6%
|
| Market Cap |
$378.0B |
$87.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
22.2x
|
| Price / Sales |
2.5x
|
3.2x
|
| Price / FCF |
42.9x
|
28.7x
|
| Revenue Growth YoY |
+57.7%
|
+4.8%
|
| Gross Margin |
19.8%
|
20.2%
|
| Operating Margin |
9.6%
|
15.8%
|
| Return on Equity |
-574.6%
|
-66.7%
|
| Dividend Yield |
0.41% |
0.84% |
| FCF Yield |
2.33%
|
3.48%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Marriott International is a global asset-light hotel franchisor and manager whose 10,082-property, 1.814 million-room system, 629,000-room development pipeline, broad brands, and more than 295 million Bonvoy members support durable fee-led economics. Business quality is tempered by cyclicality, competitive owner incentives, and $16.915 billion of debt, while reported ROE is negative 66.7%. In the…
Accumulation Zones
| Metric |
DELL |
MAR |
| Zone Low |
$287.95 |
$302.86 |
| Zone High |
$326.34 |
$343.24 |
| In Buy Zone? |
No
|
Yes
|