DELL vs WFC: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Wells Fargo & Company — 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
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+20.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DELL |
WFC |
| Current Price |
$569.00 |
$86.12 |
| Fair Value Estimate |
$383.93 |
$103.68 |
| Upside to Fair Value |
-32.5%
|
+20.4%
|
| Market Cap |
$378.0B |
$260.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
21.8x
|
15.6x
|
| Price / Sales |
2.5x
|
2.0x
|
| Price / FCF |
42.9x
|
13.7x
|
| Revenue Growth YoY |
+57.7%
|
+11.3%
|
| Gross Margin |
19.8%
|
64.5%
|
| Operating Margin |
9.6%
|
21.2%
|
| Return on Equity |
-574.6%
|
12.6%
|
| Dividend Yield |
0.41% |
2.15% |
| FCF Yield |
2.33%
|
7.3%
|
| 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%,…
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
| Metric |
DELL |
WFC |
| Zone Low |
$287.95 |
$77.76 |
| Zone High |
$326.34 |
$88.13 |
| In Buy Zone? |
No
|
Yes
|