DELL vs TMO: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Thermo Fisher Scientific Inc. — 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
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
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.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
TMO |
| Current Price |
$196.55 |
$462.60 |
| Fair Value Estimate |
$499.84 |
$509.20 |
| Upside to Fair Value |
+154.3%
|
+10.1%
|
| Market Cap |
$132.7B |
$171.9B |
| Forward P/E |
21.6x
|
25.1x
|
| EV / EBITDA |
16.7x
|
19.0x
|
| Price / Sales |
1.2x
|
3.8x
|
| Price / FCF |
15.5x
|
25.5x
|
| Revenue Growth YoY |
+23.6%
|
+6.2%
|
| Gross Margin |
20.1%
|
39.4%
|
| Operating Margin |
7.2%
|
17.8%
|
| Return on Equity |
-218.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
DELL |
TMO |
| Zone Low |
$374.88 |
$381.90 |
| Zone High |
$424.86 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|