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 2026-07-10.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(-13.0%).
DELL trades at a lower forward P/E
(35.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
VRT |
| Current Price |
$450.22 |
$333.05 |
| Fair Value Estimate |
$391.48 |
$183.18 |
| Upside to Fair Value |
-13.0%
|
-45.0%
|
| Market Cap |
$299.1B |
$127.9B |
| Forward P/E |
35.2x
|
81.8x
|
| EV / EBITDA |
22.9x
|
55.4x
|
| Price / Sales |
2.2x
|
11.8x
|
| Price / FCF |
31.7x
|
55.4x
|
| Revenue Growth YoY |
+87.5%
|
+30.1%
|
| Gross Margin |
19.2%
|
36.2%
|
| Operating Margin |
8.0%
|
18.5%
|
| Return on Equity |
-363.2%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.16%
|
1.81%
|
| 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…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
DELL |
VRT |
| Zone Low |
$293.61 |
$137.38 |
| Zone High |
$332.76 |
$155.70 |
| In Buy Zone? |
No
|
No
|