DELL vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
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 |
PLTR |
| Current Price |
$450.22 |
$128.47 |
| Fair Value Estimate |
$391.48 |
$75.23 |
| Upside to Fair Value |
-13.0%
|
-41.4%
|
| Market Cap |
$299.1B |
$295.0B |
| Forward P/E |
35.2x
|
133.8x
|
| EV / EBITDA |
22.9x
|
124.7x
|
| Price / Sales |
2.2x
|
56.5x
|
| Price / FCF |
31.7x
|
109.7x
|
| Revenue Growth YoY |
+87.5%
|
+84.7%
|
| Gross Margin |
19.2%
|
84.1%
|
| Operating Margin |
8.0%
|
38.1%
|
| Return on Equity |
-363.2%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
0.91%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
DELL |
PLTR |
| Zone Low |
$293.61 |
$56.42 |
| Zone High |
$332.76 |
$63.95 |
| In Buy Zone? |
No
|
No
|