DELL vs UNH: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(27.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
UNH |
| Current Price |
$450.22 |
$423.38 |
| Fair Value Estimate |
$391.48 |
$613.90 |
| Upside to Fair Value |
-13.0%
|
+45.0%
|
| Market Cap |
$299.1B |
$384.5B |
| Forward P/E |
35.2x
|
27.2x
|
| EV / EBITDA |
22.9x
|
13.8x
|
| Price / Sales |
2.2x
|
0.8x
|
| Price / FCF |
31.7x
|
19.6x
|
| Revenue Growth YoY |
+87.5%
|
+0.4%
|
| Gross Margin |
19.2%
|
18.8%
|
| Operating Margin |
8.0%
|
4.2%
|
| Return on Equity |
-363.2%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
5.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
DELL |
UNH |
| Zone Low |
$293.61 |
$460.42 |
| Zone High |
$332.76 |
$521.81 |
| In Buy Zone? |
No
|
Yes
|