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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$196.55 |
$142.76 |
| Fair Value Estimate |
$499.84 |
$108.00 |
| Upside to Fair Value |
+154.3%
|
-24.3%
|
| Market Cap |
$132.7B |
$327.1B |
| Forward P/E |
21.6x
|
209.7x
|
| EV / EBITDA |
16.7x
|
—
|
| Price / Sales |
1.2x
|
73.1x
|
| Price / FCF |
15.5x
|
155.7x
|
| Revenue Growth YoY |
+23.6%
|
+19.1%
|
| Gross Margin |
20.1%
|
82.4%
|
| Operating Margin |
7.2%
|
31.6%
|
| Return on Equity |
-218.2%
|
25.7%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
6.45%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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 …
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
DELL |
PLTR |
| Zone Low |
$374.88 |
$81.00 |
| Zone High |
$424.86 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|