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 2026-09-21.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
V has more upside to fair value
(+25.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
V |
| Current Price |
$569.00 |
$368.29 |
| Fair Value Estimate |
$383.93 |
$463.00 |
| Upside to Fair Value |
-32.5%
|
+25.7%
|
| Market Cap |
$378.0B |
$687.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
24.0x
|
| Price / Sales |
2.5x
|
15.5x
|
| Price / FCF |
42.9x
|
33.5x
|
| Revenue Growth YoY |
+57.7%
|
+14.4%
|
| Gross Margin |
19.8%
|
80.2%
|
| Operating Margin |
9.6%
|
60.7%
|
| Return on Equity |
-574.6%
|
61.3%
|
| Dividend Yield |
0.41% |
0.73% |
| FCF Yield |
2.33%
|
2.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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%,…
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
| Metric |
DELL |
V |
| Zone Low |
$287.95 |
$347.25 |
| Zone High |
$326.34 |
$393.55 |
| In Buy Zone? |
No
|
Yes
|