DELL vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
NVDA |
| Current Price |
$569.00 |
$225.07 |
| Fair Value Estimate |
$383.93 |
$326.35 |
| Upside to Fair Value |
-32.5%
|
+45.0%
|
| Market Cap |
$378.0B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
23.4x
|
| Price / Sales |
2.5x
|
18.0x
|
| Price / FCF |
42.9x
|
42.9x
|
| Revenue Growth YoY |
+57.7%
|
+105.9%
|
| Gross Margin |
19.8%
|
74.7%
|
| Operating Margin |
9.6%
|
65.2%
|
| Return on Equity |
-574.6%
|
110.1%
|
| Dividend Yield |
0.41% |
0.23% |
| FCF Yield |
2.33%
|
2.33%
|
| 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%,…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
DELL |
NVDA |
| Zone Low |
$287.95 |
$244.76 |
| Zone High |
$326.34 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|