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 2026-04-22.
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
DELL has more upside to fair value
(+45.0%).
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 |
$305.14 |
| Fair Value Estimate |
$285.00 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$132.7B |
$116.8B |
| Forward P/E |
21.6x
|
75.0x
|
| EV / EBITDA |
16.7x
|
50.1x
|
| Price / Sales |
1.2x
|
10.8x
|
| Price / FCF |
15.5x
|
50.5x
|
| Revenue Growth YoY |
+23.6%
|
+30.1%
|
| Gross Margin |
20.1%
|
36.2%
|
| Operating Margin |
7.2%
|
18.5%
|
| Return on Equity |
-218.2%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.45%
|
1.98%
|
| 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 in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
DELL |
VRT |
| Zone Low |
$213.75 |
$125.87 |
| Zone High |
$242.25 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|