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 2026-09-26.
Dell Technologies Inc. · Technology
$569.00
-32.5% upside to fair value
Low Conviction
Grade C
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
VRT |
| Current Price |
$569.00 |
$253.28 |
| Fair Value Estimate |
$383.93 |
$274.15 |
| Upside to Fair Value |
-32.5%
|
+8.2%
|
| Market Cap |
$378.0B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
38.8x
|
| Price / Sales |
2.5x
|
8.5x
|
| Price / FCF |
42.9x
|
33.3x
|
| Revenue Growth YoY |
+57.7%
|
+24.1%
|
| Gross Margin |
19.8%
|
37.5%
|
| Operating Margin |
9.6%
|
19.1%
|
| Return on Equity |
-574.6%
|
42.1%
|
| Dividend Yield |
0.41% |
0.1% |
| FCF Yield |
2.33%
|
3.0%
|
| 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%,…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
DELL |
VRT |
| Zone Low |
$287.95 |
$205.61 |
| Zone High |
$326.34 |
$233.03 |
| In Buy Zone? |
No
|
No
|