DELL vs RTX: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and RTX Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Dell Technologies Inc. · Technology
$410.00
-12.0% upside to fair value
Grade D
VS
RTX Corporation · Industrials
$185.60
-25.2% upside to fair value
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-12.0%).
DELL trades at a lower forward P/E
(32.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
RTX |
| Current Price |
$410.00 |
$185.60 |
| Fair Value Estimate |
$360.77 |
$138.81 |
| Upside to Fair Value |
-12.0%
|
-25.2%
|
| Market Cap |
$272.3B |
$249.9B |
| Forward P/E |
32.0x
|
34.3x
|
| EV / EBITDA |
22.1x
|
18.3x
|
| Price / Sales |
2.0x
|
2.8x
|
| Price / FCF |
28.8x
|
29.9x
|
| Revenue Growth YoY |
+87.5%
|
+8.7%
|
| Gross Margin |
19.2%
|
20.2%
|
| Operating Margin |
8.0%
|
10.9%
|
| Return on Equity |
-363.2%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.47%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global provider of computer hardware and infrastructure solutions, with a strong competitive position in commercial PCs and x86 servers where it holds a top 1-2 market share around the low to mid-20% range. The company benefits from founder Michael Dell's long tenure and high insider ownership, which supports disciplined capital allocation including buybacks, d…
RTX Corporation is a leading aerospace and defense company with a strong competitive moat driven by scale and an installed base in commercial aerospace via Pratt & Whitney and Collins Aerospace, and defense through Raytheon. The company benefits from a large multi-year backlog of approximately $270 billion supporting steady cash flow and mid-single-digit organic growth. Despite solid revenue grow…
Accumulation Zones
| Metric |
DELL |
RTX |
| Zone Low |
$270.58 |
$104.11 |
| Zone High |
$306.65 |
$117.99 |
| In Buy Zone? |
No
|
No
|