DELL vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Oracle 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
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
ORCL |
| Current Price |
$450.22 |
$184.31 |
| Fair Value Estimate |
$391.48 |
$210.13 |
| Upside to Fair Value |
-13.0%
|
+14.0%
|
| Market Cap |
$299.1B |
$530.1B |
| Forward P/E |
35.2x
|
31.0x
|
| EV / EBITDA |
22.9x
|
20.4x
|
| Price / Sales |
2.2x
|
7.9x
|
| Price / FCF |
31.7x
|
-22.4x
|
| Revenue Growth YoY |
+87.5%
|
+20.6%
|
| Gross Margin |
19.2%
|
65.8%
|
| Operating Margin |
8.0%
|
30.8%
|
| Return on Equity |
-363.2%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
DELL |
ORCL |
| Zone Low |
$293.61 |
$157.60 |
| Zone High |
$332.76 |
$178.61 |
| In Buy Zone? |
No
|
No
|