DELL vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Microsoft Corporation · Technology
$379.40
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
MSFT has more upside to fair value
(+45.0%).
MSFT trades at a lower forward P/E
(22.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MSFT |
| Current Price |
$450.22 |
$379.40 |
| Fair Value Estimate |
$391.48 |
$550.13 |
| Upside to Fair Value |
-13.0%
|
+45.0%
|
| Market Cap |
$299.1B |
$2,818.3B |
| Forward P/E |
35.2x
|
22.5x
|
| EV / EBITDA |
22.9x
|
14.2x
|
| Price / Sales |
2.2x
|
8.9x
|
| Price / FCF |
31.7x
|
38.6x
|
| Revenue Growth YoY |
+87.5%
|
+18.3%
|
| Gross Margin |
19.2%
|
68.3%
|
| Operating Margin |
8.0%
|
46.8%
|
| Return on Equity |
-363.2%
|
33.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
2.59%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3…
Accumulation Zones
| Metric |
DELL |
MSFT |
| Zone Low |
$293.61 |
$412.60 |
| Zone High |
$332.76 |
$467.61 |
| In Buy Zone? |
No
|
Yes
|