DELL vs PANW: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
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.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
PANW |
| Current Price |
$196.55 |
$174.96 |
| Fair Value Estimate |
$499.84 |
$201.61 |
| Upside to Fair Value |
+154.3%
|
+15.2%
|
| Market Cap |
$132.7B |
$119.2B |
| Forward P/E |
21.6x
|
94.9x
|
| EV / EBITDA |
16.7x
|
52.4x
|
| Price / Sales |
1.2x
|
12.1x
|
| Price / FCF |
15.5x
|
29.3x
|
| Revenue Growth YoY |
+23.6%
|
+14.9%
|
| Gross Margin |
20.1%
|
73.5%
|
| Operating Margin |
7.2%
|
14.4%
|
| Return on Equity |
-218.2%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.41%
|
| 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 …
Palo Alto Networks is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
DELL |
PANW |
| Zone Low |
$374.88 |
$151.21 |
| Zone High |
$424.86 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|