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 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
UPS |
| Current Price |
$569.00 |
$99.02 |
| Fair Value Estimate |
$383.93 |
$119.92 |
| Upside to Fair Value |
-32.5%
|
+21.1%
|
| Market Cap |
$378.0B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
10.2x
|
| Price / Sales |
2.5x
|
0.9x
|
| Price / FCF |
42.9x
|
15.3x
|
| Revenue Growth YoY |
+57.7%
|
+7.6%
|
| Gross Margin |
19.8%
|
16.6%
|
| Operating Margin |
9.6%
|
7.3%
|
| Return on Equity |
-574.6%
|
29.1%
|
| Dividend Yield |
0.41% |
6.62% |
| FCF Yield |
2.33%
|
6.52%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Dell Technologies is a $378 billion market-cap computer hardware vendor spanning Infrastructure Solutions Group (servers, storage, networking), Client Solutions Group (PCs, displays, peripherals), and a VMware-related software franchise, led by founder-CEO Michael Dell. The business is fundamentally low-quality on the numbers: TTM gross margin is 19.8%, operating margin 9.6%, and net margin 7.5%,…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
DELL |
UPS |
| Zone Low |
$287.95 |
$89.94 |
| Zone High |
$326.34 |
$101.93 |
| In Buy Zone? |
No
|
Yes
|