DELL vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and PayPal Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-05.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
PayPal Holdings, Inc. · Financial Services
$50.39
+110.0% upside to fair value
Grade B
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
PYPL trades at a lower forward P/E
(9.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
PYPL |
| Current Price |
$196.55 |
$50.39 |
| Fair Value Estimate |
$499.84 |
$105.84 |
| Upside to Fair Value |
+154.3%
|
+110.0%
|
| Market Cap |
$132.7B |
$45.3B |
| Forward P/E |
21.6x
|
9.0x
|
| EV / EBITDA |
16.7x
|
6.1x
|
| Price / Sales |
1.2x
|
1.4x
|
| Price / FCF |
15.5x
|
8.2x
|
| Revenue Growth YoY |
+23.6%
|
+3.7%
|
| Gross Margin |
20.1%
|
46.6%
|
| Operating Margin |
7.2%
|
18.3%
|
| Return on Equity |
-218.2%
|
25.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
12.27%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
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 …
PayPal Holdings, Inc. operates as a leading digital payments platform offering transaction processing and value-added financial services such as consumer credit and BNPL products. The business quality is medium due to a narrowing competitive moat amid increasing pressure from big tech competitors and slowing growth in its core branded checkout segment. The stock is currently mispriced and cheap, …
Accumulation Zones
| Metric |
DELL |
PYPL |
| Zone Low |
$374.88 |
$79.38 |
| Zone High |
$424.86 |
$89.96 |
| In Buy Zone? |
Yes
|
Yes
|