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 2026-06-20.
Dell Technologies Inc. · Technology
$410.00
-12.0% upside to fair value
Grade D
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+7.2%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
TMO |
| Current Price |
$410.00 |
$464.61 |
| Fair Value Estimate |
$360.77 |
$498.27 |
| Upside to Fair Value |
-12.0%
|
+7.2%
|
| Market Cap |
$272.3B |
$172.7B |
| Forward P/E |
32.0x
|
25.2x
|
| EV / EBITDA |
22.1x
|
19.1x
|
| Price / Sales |
2.0x
|
3.8x
|
| Price / FCF |
28.8x
|
25.6x
|
| Revenue Growth YoY |
+87.5%
|
+6.2%
|
| Gross Margin |
19.2%
|
39.4%
|
| Operating Margin |
8.0%
|
17.8%
|
| Return on Equity |
-363.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.47%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. is a leading global provider of computer hardware and infrastructure solutions, with a strong competitive position in commercial PCs and x86 servers where it holds a top 1-2 market share around the low to mid-20% range. The company benefits from founder Michael Dell's long tenure and high insider ownership, which supports disciplined capital allocation including buybacks, d…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
DELL |
TMO |
| Zone Low |
$270.58 |
$373.70 |
| Zone High |
$306.65 |
$423.53 |
| In Buy Zone? |
No
|
No
|