DELL vs SLB: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and SLB N.V. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Dell Technologies Inc. ยท Technology
$196.55
+154.3% upside to fair value
Grade B
VS
SLB N.V. ยท Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
DELL |
SLB |
| Current Price |
$196.55 |
$51.92 |
| Fair Value Estimate |
$499.84 |
$41.43 |
| Upside to Fair Value |
+154.3%
|
-20.2%
|
| Market Cap |
$132.7B |
$77.9B |
| Forward P/E |
21.6x
|
18.6x
|
| EV / EBITDA |
16.7x
|
9.2x
|
| Price / Sales |
1.2x
|
2.2x
|
| Price / FCF |
15.5x
|
16.1x
|
| Revenue Growth YoY |
+23.6%
|
-1.6%
|
| Gross Margin |
20.1%
|
18.21%
|
| Operating Margin |
7.2%
|
15.28%
|
| Return on Equity |
-218.2%
|
12.83%
|
| Dividend Yield |
0% |
2.21% |
| FCF Yield |
6.45%
|
6.21%
|
| 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 โฆ
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year diโฆ
Accumulation Zones
| Metric |
DELL |
SLB |
| Zone Low |
$374.88 |
$34.00 |
| Zone High |
$424.86 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|