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 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 โฆ
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% yโฆ
Accumulation Zones
| Metric |
DELL |
UNH |
| Zone Low |
$213.75 |
$384.45 |
| Zone High |
$242.25 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|