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 2026-04-18.
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
UNH |
| Current Price |
$196.55 |
$304.33 |
| Fair Value Estimate |
$499.84 |
$430.00 |
| Upside to Fair Value |
+154.3%
|
+41.3%
|
| Market Cap |
$132.7B |
$276.2B |
| Forward P/E |
21.6x
|
15.1x
|
| EV / EBITDA |
16.7x
|
14.3x
|
| Price / Sales |
1.2x
|
0.6x
|
| Price / FCF |
15.5x
|
17.2x
|
| Revenue Growth YoY |
+23.6%
|
+11.8%
|
| Gross Margin |
20.1%
|
18.5%
|
| Operating Margin |
7.2%
|
4.2%
|
| Return on Equity |
-218.2%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
6.45%
|
5.82%
|
| 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 …
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
DELL |
UNH |
| Zone Low |
$374.88 |
$280.00 |
| Zone High |
$424.86 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|