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 2026-04-29.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
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 — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MSFT |
| Current Price |
$196.55 |
$429.25 |
| Fair Value Estimate |
$285.00 |
$423.82 |
| Upside to Fair Value |
+45.0%
|
-1.3%
|
| Market Cap |
$132.7B |
$3,187.4B |
| Forward P/E |
21.6x
|
26.8x
|
| EV / EBITDA |
16.7x
|
17.2x
|
| Price / Sales |
1.2x
|
10.4x
|
| Price / FCF |
15.5x
|
41.2x
|
| Revenue Growth YoY |
+23.6%
|
+16.7%
|
| Gross Margin |
20.1%
|
68.6%
|
| Operating Margin |
7.2%
|
46.7%
|
| Return on Equity |
-218.2%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
2.43%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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 …
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
DELL |
MSFT |
| Zone Low |
$213.75 |
$317.87 |
| Zone High |
$242.25 |
$360.25 |
| In Buy Zone? |
Yes
|
No
|