DELL vs SLB: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Slb N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Slb N.V. · Energy
$52.08
+8.6% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
SLB has more upside to fair value
(+8.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
SLB |
| Current Price |
$569.00 |
$52.08 |
| Fair Value Estimate |
$383.93 |
$56.56 |
| Upside to Fair Value |
-32.5%
|
+8.6%
|
| Market Cap |
$378.0B |
$77.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
12.2x
|
| Price / Sales |
2.5x
|
2.1x
|
| Price / FCF |
42.9x
|
17.1x
|
| Revenue Growth YoY |
+57.7%
|
+5.0%
|
| Gross Margin |
19.8%
|
16.5%
|
| Operating Margin |
9.6%
|
13.4%
|
| Return on Equity |
-574.6%
|
11.8%
|
| Dividend Yield |
0.41% |
2.25% |
| FCF Yield |
2.33%
|
5.83%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
SLB N.V. is the world's largest oilfield services provider, operating four divisions (Digital & Integration, Reservoir Performance, Well Construction, and Production Systems) that span field development, drilling, subsea production, and carbon management for the global energy industry. The business carries a medium-quality profile: it benefits from deep technical expertise, a broad international …
Accumulation Zones
| Metric |
DELL |
SLB |
| Zone Low |
$287.95 |
$42.42 |
| Zone High |
$326.34 |
$48.08 |
| In Buy Zone? |
No
|
No
|