DELL vs WDC: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
WDC has more upside to fair value
(-16.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
WDC |
| Current Price |
$569.00 |
$441.36 |
| Fair Value Estimate |
$383.93 |
$367.30 |
| Upside to Fair Value |
-32.5%
|
-16.8%
|
| Market Cap |
$378.0B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
17.4x
|
| Price / Sales |
2.5x
|
11.8x
|
| Price / FCF |
42.9x
|
47.3x
|
| Revenue Growth YoY |
+57.7%
|
+43.8%
|
| Gross Margin |
19.8%
|
48.9%
|
| Operating Margin |
9.6%
|
34.9%
|
| Return on Equity |
-574.6%
|
118.6%
|
| Dividend Yield |
0.41% |
0.12% |
| FCF Yield |
2.33%
|
2.12%
|
| 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%,…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
DELL |
WDC |
| Zone Low |
$287.95 |
$275.48 |
| Zone High |
$326.34 |
$312.20 |
| In Buy Zone? |
No
|
No
|