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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
ORCL |
| Current Price |
$196.55 |
$175.08 |
| Fair Value Estimate |
$499.84 |
$218.26 |
| Upside to Fair Value |
+154.3%
|
+24.7%
|
| Market Cap |
$132.7B |
$503.5B |
| Forward P/E |
21.6x
|
30.8x
|
| EV / EBITDA |
16.7x
|
21.4x
|
| Price / Sales |
1.2x
|
7.9x
|
| Price / FCF |
15.5x
|
-20.4x
|
| Revenue Growth YoY |
+23.6%
|
+7.0%
|
| Gross Margin |
20.1%
|
66.4%
|
| Operating Margin |
7.2%
|
30.8%
|
| Return on Equity |
-218.2%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
—
|
| 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 …
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
DELL |
ORCL |
| Zone Low |
$374.88 |
$163.69 |
| Zone High |
$424.86 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|