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 2026-07-10.
Dell Technologies Inc. ยท Technology
$450.22
-13.0% upside to fair value
Grade D
VS
SLB N.V. ยท Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
DELL |
SLB |
| Current Price |
$450.22 |
$48.09 |
| Fair Value Estimate |
$391.48 |
$32.01 |
| Upside to Fair Value |
-13.0%
|
-33.4%
|
| Market Cap |
$299.1B |
$71.9B |
| Forward P/E |
35.2x
|
21.8x
|
| EV / EBITDA |
22.9x
|
10.9x
|
| Price / Sales |
2.2x
|
2.0x
|
| Price / FCF |
31.7x
|
15.4x
|
| Revenue Growth YoY |
+87.5%
|
+2.7%
|
| Gross Margin |
19.2%
|
17.3%
|
| Operating Margin |
8.0%
|
14.4%
|
| Return on Equity |
-363.2%
|
13.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
6.51%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 $39โฆ
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation ofโฆ
Accumulation Zones
| Metric |
DELL |
SLB |
| Zone Low |
$293.61 |
$24.01 |
| Zone High |
$332.76 |
$27.21 |
| In Buy Zone? |
No
|
No
|