DELL vs VRT: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
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 |
VRT |
| Current Price |
$196.55 |
$307.34 |
| Fair Value Estimate |
$499.84 |
$272.65 |
| Upside to Fair Value |
+154.3%
|
-11.3%
|
| Market Cap |
$132.7B |
$117.6B |
| Forward P/E |
21.6x
|
88.2x
|
| EV / EBITDA |
16.7x
|
55.3x
|
| Price / Sales |
1.2x
|
11.5x
|
| Price / FCF |
15.5x
|
61.2x
|
| Revenue Growth YoY |
+23.6%
|
+7.6%
|
| Gross Margin |
20.1%
|
34.8%
|
| Operating Margin |
7.2%
|
18.2%
|
| Return on Equity |
-218.2%
|
40.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.63%
|
| 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 …
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
DELL |
VRT |
| Zone Low |
$374.88 |
$204.49 |
| Zone High |
$424.86 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|