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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
NVDA |
| Current Price |
$196.55 |
$182.08 |
| Fair Value Estimate |
$499.84 |
$290.00 |
| Upside to Fair Value |
+154.3%
|
+59.3%
|
| Market Cap |
$132.7B |
$4,425.5B |
| Forward P/E |
21.6x
|
—
|
| EV / EBITDA |
16.7x
|
31.4x
|
| Price / Sales |
1.2x
|
21.0x
|
| Price / FCF |
15.5x
|
46.9x
|
| Revenue Growth YoY |
+23.6%
|
+65.5%
|
| Gross Margin |
20.1%
|
71.1%
|
| Operating Margin |
7.2%
|
60.4%
|
| Return on Equity |
-218.2%
|
76.3%
|
| Dividend Yield |
0% |
0.02% |
| FCF Yield |
6.45%
|
2.13%
|
| 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 …
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
DELL |
NVDA |
| Zone Low |
$374.88 |
$218.00 |
| Zone High |
$424.86 |
$250.00 |
| In Buy Zone? |
Yes
|
Yes
|