DELL vs MU: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MU |
| Current Price |
$450.22 |
$1,048.51 |
| Fair Value Estimate |
$391.48 |
$576.68 |
| Upside to Fair Value |
-13.0%
|
-45.0%
|
| Market Cap |
$299.1B |
$1,182.4B |
| Forward P/E |
35.2x
|
23.4x
|
| EV / EBITDA |
22.9x
|
25.9x
|
| Price / Sales |
2.2x
|
13.1x
|
| Price / FCF |
31.7x
|
25.8x
|
| Revenue Growth YoY |
+87.5%
|
+345.7%
|
| Gross Margin |
19.2%
|
72.6%
|
| Operating Margin |
8.0%
|
65.7%
|
| Return on Equity |
-363.2%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
3.87%
|
| 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…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
DELL |
MU |
| Zone Low |
$293.61 |
$432.51 |
| Zone High |
$332.76 |
$490.18 |
| In Buy Zone? |
No
|
No
|