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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% 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
(-13.0%).
RTX trades at a lower forward P/E
(34.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
RTX |
| Current Price |
$450.22 |
$185.60 |
| Fair Value Estimate |
$391.48 |
$138.81 |
| Upside to Fair Value |
-13.0%
|
-25.2%
|
| Market Cap |
$299.1B |
$249.9B |
| Forward P/E |
35.2x
|
34.3x
|
| EV / EBITDA |
22.9x
|
18.3x
|
| Price / Sales |
2.2x
|
2.8x
|
| Price / FCF |
31.7x
|
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 |
3.16%
|
3.34%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
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 |
$293.61 |
$104.11 |
| Zone High |
$332.76 |
$117.99 |
| In Buy Zone? |
No
|
No
|