DELL vs V: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Visa 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
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
DELL has more upside to fair value
(+154.3%).
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DELL |
V |
| Current Price |
$196.55 |
$304.36 |
| Fair Value Estimate |
$499.84 |
$419.00 |
| Upside to Fair Value |
+154.3%
|
+37.7%
|
| Market Cap |
$132.7B |
$586.8B |
| Forward P/E |
21.6x
|
23.7x
|
| EV / EBITDA |
16.7x
|
22.3x
|
| Price / Sales |
1.2x
|
14.2x
|
| Price / FCF |
15.5x
|
25.6x
|
| Revenue Growth YoY |
+23.6%
|
+11.3%
|
| Gross Margin |
20.1%
|
81.08%
|
| Operating Margin |
7.2%
|
59.18%
|
| Return on Equity |
-218.2%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
6.45%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong 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 …
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
DELL |
V |
| Zone Low |
$374.88 |
$265.00 |
| Zone High |
$424.86 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|