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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Visa Inc. · Financial Services
$327.24
+27.8% upside to fair value
Grade A
High Quality
QuantHub Verdict
V has more upside to fair value
(+27.8%).
V trades at a lower forward P/E
(28.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
V |
| Current Price |
$450.22 |
$327.24 |
| Fair Value Estimate |
$391.48 |
$418.15 |
| Upside to Fair Value |
-13.0%
|
+27.8%
|
| Market Cap |
$299.1B |
$627.3B |
| Forward P/E |
35.2x
|
28.2x
|
| EV / EBITDA |
22.9x
|
22.6x
|
| Price / Sales |
2.2x
|
14.6x
|
| Price / FCF |
31.7x
|
29.6x
|
| Revenue Growth YoY |
+87.5%
|
+17.1%
|
| Gross Margin |
19.2%
|
81.3%
|
| Operating Margin |
8.0%
|
61.1%
|
| Return on Equity |
-363.2%
|
58.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
3.38%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
| Metric |
DELL |
V |
| Zone Low |
$293.61 |
$313.61 |
| Zone High |
$332.76 |
$355.43 |
| In Buy Zone? |
No
|
Yes
|