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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
NVIDIA Corporation · Technology
$210.69
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
NVDA trades at a lower forward P/E
(32.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
NVDA |
| Current Price |
$450.22 |
$210.69 |
| Fair Value Estimate |
$391.48 |
$305.50 |
| Upside to Fair Value |
-13.0%
|
+45.0%
|
| Market Cap |
$299.1B |
$5,103.1B |
| Forward P/E |
35.2x
|
32.1x
|
| EV / EBITDA |
22.9x
|
26.5x
|
| Price / Sales |
2.2x
|
20.1x
|
| Price / FCF |
31.7x
|
42.9x
|
| Revenue Growth YoY |
+87.5%
|
+85.2%
|
| Gross Margin |
19.2%
|
74.1%
|
| Operating Margin |
8.0%
|
64.0%
|
| Return on Equity |
-363.2%
|
111.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
2.33%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
| Metric |
DELL |
NVDA |
| Zone Low |
$293.61 |
$229.12 |
| Zone High |
$332.76 |
$259.68 |
| In Buy Zone? |
No
|
Yes
|