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 2026-09-25.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
MU |
| Current Price |
$569.00 |
$1,080.53 |
| Fair Value Estimate |
$383.93 |
$1,124.98 |
| Upside to Fair Value |
-32.5%
|
+4.1%
|
| Market Cap |
$378.0B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
17.6x
|
| Price / Sales |
2.5x
|
13.5x
|
| Price / FCF |
42.9x
|
46.6x
|
| Revenue Growth YoY |
+57.7%
|
+345.7%
|
| Gross Margin |
19.8%
|
72.6%
|
| Operating Margin |
9.6%
|
65.7%
|
| Return on Equity |
-574.6%
|
70.5%
|
| Dividend Yield |
0.41% |
0.05% |
| FCF Yield |
2.33%
|
2.15%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
DELL |
MU |
| Zone Low |
$287.95 |
$843.74 |
| Zone High |
$326.34 |
$956.23 |
| In Buy Zone? |
No
|
No
|