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 2026-09-23.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
ORCL |
| Current Price |
$569.00 |
$149.12 |
| Fair Value Estimate |
$383.93 |
$216.22 |
| Upside to Fair Value |
-32.5%
|
+45.0%
|
| Market Cap |
$378.0B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
14.6x
|
| Price / Sales |
2.5x
|
6.0x
|
| Price / FCF |
42.9x
|
—
|
| Revenue Growth YoY |
+57.7%
|
+29.6%
|
| Gross Margin |
19.8%
|
63.9%
|
| Operating Margin |
9.6%
|
32.4%
|
| Return on Equity |
-574.6%
|
42.6%
|
| Dividend Yield |
0.41% |
1.34% |
| FCF Yield |
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%,…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
DELL |
ORCL |
| Zone Low |
$287.95 |
$162.16 |
| Zone High |
$326.34 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|