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 2026-04-20.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
MU |
| Current Price |
$196.55 |
$455.07 |
| Fair Value Estimate |
$285.00 |
$250.29 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$132.7B |
$513.2B |
| Forward P/E |
21.6x
|
21.2x
|
| EV / EBITDA |
16.7x
|
13.8x
|
| Price / Sales |
1.2x
|
8.8x
|
| Price / FCF |
15.5x
|
49.9x
|
| Revenue Growth YoY |
+23.6%
|
+196.3%
|
| 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%
|
2.0%
|
| 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, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
DELL |
MU |
| Zone Low |
$213.75 |
$187.72 |
| Zone High |
$242.25 |
$212.75 |
| In Buy Zone? |
Yes
|
No
|