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 2026-09-26.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
PLTR has more upside to fair value
(+2.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
PLTR |
| Current Price |
$569.00 |
$189.67 |
| Fair Value Estimate |
$383.93 |
$194.30 |
| Upside to Fair Value |
-32.5%
|
+2.4%
|
| Market Cap |
$378.0B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
139.9x
|
| Price / Sales |
2.5x
|
70.7x
|
| Price / FCF |
42.9x
|
135.3x
|
| Revenue Growth YoY |
+57.7%
|
+92.8%
|
| Gross Margin |
19.8%
|
84.8%
|
| Operating Margin |
9.6%
|
42.8%
|
| Return on Equity |
-574.6%
|
37.5%
|
| Dividend Yield |
0.41% |
0% |
| FCF Yield |
2.33%
|
0.74%
|
| Analyst Consensus |
Buy
|
Hold
|
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%,…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
DELL |
PLTR |
| Zone Low |
$287.95 |
$145.73 |
| Zone High |
$326.34 |
$165.16 |
| In Buy Zone? |
No
|
No
|