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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+12.9%).
UPS trades at a lower forward P/E
(17.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
UPS |
| Current Price |
$450.22 |
$105.00 |
| Fair Value Estimate |
$391.48 |
$118.53 |
| Upside to Fair Value |
-13.0%
|
+12.9%
|
| Market Cap |
$299.1B |
$89.2B |
| Forward P/E |
35.2x
|
17.0x
|
| EV / EBITDA |
22.9x
|
9.6x
|
| Price / Sales |
2.2x
|
1.0x
|
| Price / FCF |
31.7x
|
19.8x
|
| Revenue Growth YoY |
+87.5%
|
-1.6%
|
| Gross Margin |
19.2%
|
17.8%
|
| Operating Margin |
8.0%
|
8.5%
|
| Return on Equity |
-363.2%
|
33.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
5.06%
|
| Analyst Consensus |
Strong Buy
|
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…
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
| Metric |
DELL |
UPS |
| Zone Low |
$293.61 |
$88.90 |
| Zone High |
$332.76 |
$100.75 |
| In Buy Zone? |
No
|
No
|