DELL vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
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 |
NFLX |
| Current Price |
$196.55 |
$91.02 |
| Fair Value Estimate |
$499.84 |
$178.10 |
| Upside to Fair Value |
+154.3%
|
+95.7%
|
| Market Cap |
$132.7B |
$383.3B |
| Forward P/E |
21.6x
|
28.7x
|
| EV / EBITDA |
16.7x
|
11.4x
|
| Price / Sales |
1.2x
|
8.2x
|
| Price / FCF |
15.5x
|
32.2x
|
| Revenue Growth YoY |
+23.6%
|
+16.2%
|
| Gross Margin |
20.1%
|
49.0%
|
| Operating Margin |
7.2%
|
29.7%
|
| Return on Equity |
-218.2%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.1%
|
| 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 …
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
DELL |
NFLX |
| Zone Low |
$374.88 |
$133.57 |
| Zone High |
$424.86 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|