DELL vs MRK: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Merck & Co., Inc. β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Dell Technologies Inc. Β· Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Merck & Co., Inc. Β· Healthcare
$114.27
+3.3% upside to fair value
Grade C
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 β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
DELL |
MRK |
| Current Price |
$196.55 |
$114.27 |
| Fair Value Estimate |
$285.00 |
$118.00 |
| Upside to Fair Value |
+45.0%
|
+3.3%
|
| Market Cap |
$132.7B |
$282.2B |
| Forward P/E |
21.6x
|
22.4x
|
| EV / EBITDA |
16.7x
|
13.5x
|
| Price / Sales |
1.2x
|
4.3x
|
| Price / FCF |
15.5x
|
20.2x
|
| Revenue Growth YoY |
+23.6%
|
+5.0%
|
| Gross Margin |
20.1%
|
81.9%
|
| Operating Margin |
7.2%
|
27.5%
|
| Return on Equity |
-218.2%
|
5.6%
|
| Dividend Yield |
0% |
2.91% |
| FCF Yield |
6.45%
|
4.95%
|
| Analyst Consensus |
Strong Buy
|
Overweight
|
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 β¦
Merck delivered a clean Q1 2026 operational beat on April 30, with revenue of 16.3 billion dollars growing 5 percent year over year and Keytruda sales rising 12 percent to 8.0 billion dollars. The reported loss of 1.28 dollars per share, though better than the negative 1.47 dollar consensus estimate, reflected a 3.62 dollar per share IPR and D charge tied to the Cidara Therapeutics acquisition anβ¦
Accumulation Zones
| Metric |
DELL |
MRK |
| Zone Low |
$213.75 |
$88.50 |
| Zone High |
$242.25 |
$100.30 |
| In Buy Zone? |
Yes
|
No
|