DELL vs UPS: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and United Parcel Service, Inc. — 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
United Parcel Service, Inc. · Industrials
$101.69
+27.8% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
UPS trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
UPS |
| Current Price |
$196.55 |
$101.69 |
| Fair Value Estimate |
$499.84 |
$130.00 |
| Upside to Fair Value |
+154.3%
|
+27.8%
|
| Market Cap |
$132.7B |
$86.4B |
| Forward P/E |
21.6x
|
15.1x
|
| EV / EBITDA |
16.7x
|
9.1x
|
| Price / Sales |
1.2x
|
0.9x
|
| Price / FCF |
15.5x
|
17.7x
|
| Revenue Growth YoY |
+23.6%
|
-2.5%
|
| Gross Margin |
20.1%
|
18.5%
|
| Operating Margin |
7.2%
|
9.56%
|
| Return on Equity |
-218.2%
|
34.3%
|
| Dividend Yield |
0% |
6.41% |
| FCF Yield |
6.45%
|
5.66%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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 …
UPS is the world's largest integrated logistics network with 241,250 employees, operations in 200-plus countries, and 20.8 million packages per day, now in the decisive phase of its most consequential restructuring in 118 years. By deliberately cutting Amazon volume by more than 50 percent (Amazon was 10.6 percent of 2025 revenue), closing 22 to 24 facilities, and eliminating 30,000 positions, ma…
Accumulation Zones
| Metric |
DELL |
UPS |
| Zone Low |
$374.88 |
$95.00 |
| Zone High |
$424.86 |
$112.00 |
| In Buy Zone? |
Yes
|
Yes
|