DELL vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
DELL has more upside to fair value
(-32.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
VRTV |
| Current Price |
$569.00 |
$169.99 |
| Fair Value Estimate |
$383.93 |
$93.49 |
| Upside to Fair Value |
-32.5%
|
-45.0%
|
| Market Cap |
$378.0B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
5.4x
|
| Price / Sales |
2.5x
|
0.4x
|
| Price / FCF |
42.9x
|
10.4x
|
| Revenue Growth YoY |
+57.7%
|
-19.0%
|
| Gross Margin |
19.8%
|
22.7%
|
| Operating Margin |
9.6%
|
5.9%
|
| Return on Equity |
-574.6%
|
48.6%
|
| Dividend Yield |
0.41% |
1.48% |
| FCF Yield |
2.33%
|
9.57%
|
| Analyst Consensus |
Buy
|
Hold
|
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%,…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
DELL |
VRTV |
| Zone Low |
$287.95 |
$70.12 |
| Zone High |
$326.34 |
$79.47 |
| In Buy Zone? |
No
|
No
|