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 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
NFLX |
| Current Price |
$569.00 |
$76.41 |
| Fair Value Estimate |
$383.93 |
$110.00 |
| Upside to Fair Value |
-32.5%
|
+44.0%
|
| Market Cap |
$378.0B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
10.6x
|
| Price / Sales |
2.5x
|
6.6x
|
| Price / FCF |
42.9x
|
29.1x
|
| Revenue Growth YoY |
+57.7%
|
+13.4%
|
| Gross Margin |
19.8%
|
49.1%
|
| Operating Margin |
9.6%
|
29.7%
|
| Return on Equity |
-574.6%
|
48.0%
|
| Dividend Yield |
0.41% |
0% |
| FCF Yield |
2.33%
|
3.44%
|
| 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%,…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
DELL |
NFLX |
| Zone Low |
$287.95 |
$82.50 |
| Zone High |
$326.34 |
$93.50 |
| In Buy Zone? |
No
|
Yes
|