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 2026-05-07.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
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 |
$133.79 |
| Fair Value Estimate |
$285.00 |
$78.04 |
| Upside to Fair Value |
+45.0%
|
-41.7%
|
| Market Cap |
$132.7B |
$306.6B |
| Forward P/E |
21.6x
|
140.4x
|
| EV / EBITDA |
16.7x
|
151.4x
|
| Price / Sales |
1.2x
|
58.7x
|
| Price / FCF |
15.5x
|
114.0x
|
| Revenue Growth YoY |
+23.6%
|
+84.7%
|
| Gross Margin |
20.1%
|
84.1%
|
| Operating Margin |
7.2%
|
38.1%
|
| Return on Equity |
-218.2%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
0.88%
|
| 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 Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
DELL |
PLTR |
| Zone Low |
$213.75 |
$58.53 |
| Zone High |
$242.25 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|