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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Palo Alto Networks, Inc. · Technology
$287.78
+2.9% upside to fair value
Grade B
High Quality
QuantHub Verdict
PANW has more upside to fair value
(+2.9%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
PANW |
| Current Price |
$450.22 |
$287.78 |
| Fair Value Estimate |
$391.48 |
$296.19 |
| Upside to Fair Value |
-13.0%
|
+2.9%
|
| Market Cap |
$299.1B |
$196.1B |
| Forward P/E |
35.2x
|
248.9x
|
| EV / EBITDA |
22.9x
|
85.9x
|
| Price / Sales |
2.2x
|
18.5x
|
| Price / FCF |
31.7x
|
45.7x
|
| Revenue Growth YoY |
+87.5%
|
+31.1%
|
| Gross Margin |
19.2%
|
71.9%
|
| Operating Margin |
8.0%
|
9.6%
|
| Return on Equity |
-363.2%
|
6.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
2.19%
|
| 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…
Palo Alto Networks is a leading cybersecurity company specializing in next-generation security platforms with a strong subscription and support revenue base comprising approximately 81% of total revenue. The company benefits from a wide and expanding competitive moat driven by its AI- and platform-driven cybersecurity solutions, led by a seasoned management team. Despite strong revenue growth of …
Accumulation Zones
| Metric |
DELL |
PANW |
| Zone Low |
$293.61 |
$222.14 |
| Zone High |
$332.76 |
$251.76 |
| In Buy Zone? |
No
|
No
|