DELL vs TTD: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
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 |
TTD |
| Current Price |
$196.55 |
$22.76 |
| Fair Value Estimate |
$499.84 |
$134.00 |
| Upside to Fair Value |
+154.3%
|
+488.8%
|
| Market Cap |
$132.7B |
$10.8B |
| Forward P/E |
21.6x
|
24.6x
|
| EV / EBITDA |
16.7x
|
—
|
| Price / Sales |
1.2x
|
3.7x
|
| Price / FCF |
15.5x
|
13.8x
|
| Revenue Growth YoY |
+23.6%
|
+14.5%
|
| Gross Margin |
20.1%
|
78.6%
|
| Operating Margin |
7.2%
|
20.3%
|
| Return on Equity |
-218.2%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
6.45%
|
7.3%
|
| 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 …
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
DELL |
TTD |
| Zone Low |
$374.88 |
$100.00 |
| Zone High |
$424.86 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|