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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MU |
| Current Price |
$196.55 |
$421.51 |
| Fair Value Estimate |
$499.84 |
$336.45 |
| Upside to Fair Value |
+154.3%
|
-20.2%
|
| Market Cap |
$132.7B |
$475.4B |
| Forward P/E |
21.6x
|
19.7x
|
| EV / EBITDA |
16.7x
|
12.8x
|
| Price / Sales |
1.2x
|
8.2x
|
| Price / FCF |
15.5x
|
21.6x
|
| Revenue Growth YoY |
+23.6%
|
+74.9%
|
| Gross Margin |
20.1%
|
58.4%
|
| Operating Margin |
7.2%
|
48.5%
|
| Return on Equity |
-218.2%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
4.64%
|
| 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 …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
DELL |
MU |
| Zone Low |
$374.88 |
$252.34 |
| Zone High |
$424.86 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|