DELL vs UNH: Which Is the Better Buy?

Side-by-side comparison of Dell Technologies Inc. and UnitedHealth Group Incorporated โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Dell Technologies Inc. ยท Technology
$196.55
+45.0% upside to fair value
Grade B
VS
UnitedHealth Group Incorporated ยท Healthcare
$353.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
DELL trades at a lower forward P/E (21.6x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric DELL UNH
Current Price $196.55 $353.52
Fair Value Estimate $285.00 $512.60
Upside to Fair Value +45.0% +45.0%
Market Cap $132.7B $320.9B
Forward P/E 21.6x 26.7x
EV / EBITDA 16.7x 16.1x
Price / Sales 1.2x 0.7x
Price / FCF 15.5x 16.3x
Revenue Growth YoY +23.6% +2.0%
Gross Margin 20.1% 18.8%
Operating Margin 7.2% 4.2%
Return on Equity -218.2% 12.4%
Dividend Yield 0% 0%
FCF Yield 6.45% 6.13%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
DELL โ€” Dell Technologies Inc.
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 โ€ฆ
UNH โ€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% yโ€ฆ
Accumulation Zones
Metric DELL UNH
Zone Low $213.75 $384.45
Zone High $242.25 $435.71
In Buy Zone? Yes Yes
โ† DELL Research    UNH Research โ†’    All Research