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 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
TTD |
| Current Price |
$569.00 |
$14.26 |
| Fair Value Estimate |
$383.93 |
$14.00 |
| Upside to Fair Value |
-32.5%
|
-1.8%
|
| Market Cap |
$378.0B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
7.5x
|
| Price / Sales |
2.5x
|
2.2x
|
| Price / FCF |
42.9x
|
7.8x
|
| Revenue Growth YoY |
+57.7%
|
+3.0%
|
| Gross Margin |
19.8%
|
83.0%
|
| Operating Margin |
9.6%
|
19.6%
|
| Return on Equity |
-574.6%
|
16.1%
|
| Dividend Yield |
0.41% |
0% |
| FCF Yield |
2.33%
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
DELL |
TTD |
| Zone Low |
$287.95 |
$10.50 |
| Zone High |
$326.34 |
$11.90 |
| In Buy Zone? |
No
|
No
|