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 2026-05-04.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
RTX Corporation · Industrials
$172.90
-21.3% upside to fair value
Grade D
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.
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Valuation & Fundamentals
| Metric |
DELL |
RTX |
| Current Price |
$196.55 |
$172.90 |
| Fair Value Estimate |
$499.84 |
$136.05 |
| Upside to Fair Value |
+154.3%
|
-21.3%
|
| Market Cap |
$132.7B |
$232.8B |
| Forward P/E |
21.6x
|
32.1x
|
| EV / EBITDA |
16.7x
|
19.2x
|
| Price / Sales |
1.2x
|
2.6x
|
| Price / FCF |
15.5x
|
27.9x
|
| Revenue Growth YoY |
+23.6%
|
+8.7%
|
| Gross Margin |
20.1%
|
20.2%
|
| Operating Margin |
7.2%
|
10.4%
|
| Return on Equity |
-218.2%
|
11.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.59%
|
| 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 …
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
Accumulation Zones
| Metric |
DELL |
RTX |
| Zone Low |
$374.88 |
$102.04 |
| Zone High |
$424.86 |
$115.64 |
| In Buy Zone? |
Yes
|
No
|