COMPARE · Reviewed July 30, 2026
DELL vs VNT
Verdict: Side-by-side breakdown using the Bull Rankings model. DELL scored 70.2, VNT scored 70.1 — DELL leads.
Compare another set
DELL
Dell Technologies Inc.
70.2
$404.81 · $261.6B
fundamentals as of
Score gap
0.1
DELL leads
VNT
Vontier Corporation
70.1
$31.89 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
DELL
stronger →← stronger
VNT
62
Qualityreturns · margins · balance sheet
76
83
Growthrevenue & earnings expansion
61
67
Valuevaluation vs sector peers
75
VNT is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DELL
VNT
$9.4bB+
FCF
$373mC
+38.6%A
Rev
+4.1%C+
—
D/E
1.53C
2.0xA-
P/S
—
0.61A-
PEG
0.95B+
—
P/E
11.3xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DELL
VNT
75% above
Price vs fair valuelower is cheaper
19% below
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-53%
1-yr DCF upside
+15%
-43%
5-yr DCF upside
+23%
-25%
10-yr DCF upside
+37%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DELL
Why this score
- Buying back stock
- Raising its dividend
- Short track record
VNT
Why this score
- Buying back stock
- Durable high returns
The companies
DELLDell Technologies Inc.
Why now
Computer Hardware · market cap $261.6b. 14% off the 52-week high of $469.47. Revenue growing +39% — in hypergrowth territory. PEG 0.61 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $502.78 (implying +24% upside).
Moat
FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $261.6b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
ROE -599% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
VNTVontier Corporation
Why now
Scientific & Technical Instruments · market cap $4.5b. Down 34% from 52-week high of $48.20 — deep drawdown territory. PEG 0.95 — paying under fair value for the growth rate. 10 sell-side analysts publish a mean 1-yr target of $39.70 (implying +24% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.