Dell Technologies (DELL)
Information Technology · Infrastructure and Client Computing Solutions
Dell is an infrastructure and client computing provider scaling AI, cloud, and data center solutions across servers, storage, and networking.
What Dell Technologies does
Dell Technologies designs, manufactures, and sells a broad portfolio of information technology infrastructure and client computing products and services. The company operates primarily through two business units: Infrastructure Solution Group (ISG), which provides servers, storage, networking, and AI-optimized infrastructure solutions; and Client Solution Group (CSG), which serves client computing products. Dell generates revenue from both product sales and services, with strong gross margins driven by its integrated hardware-software approach and a global channel network.
Themes: ["AI infrastructure","data center","cloud infrastructure","enterprise computing","AI optimization","hybrid cloud","edge computing","infrastructure-as-a-service competition"]
Fundamentals
- Price$450.22 as of 2026-07-09 close
- Market cap$292.5B as of 2026-07-10
- 1-year return+255.5% as of 2026-07-09 close
- P/E34.79 as of 2026-07-10
- Net margin+6.3% as of 2026-07-10
- Gross margin+19.1% as of 2026-07-10
- ROE+130.7% as of 2026-07-10
- Debt / equity5.36 as of 2026-07-10
- Revenue growth (YoY)+38.6% as of 2026-07-10
- Revenue CAGR (3y)+3.5% SEC XBRL
- Beta1.33 as of 2026-07-10
Dividend: yield +0.6%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Intense competition from Infrastructure-as-a-Service providers and specialized on-premises competitors may erode ISG revenue and market share","Rapid technological advances in AI, cloud, and security require continuous product innovation to maintain competitive advantage; failure to adapt could result in market share loss","Global economic volatility, geopolitical conflicts, trade disputes, and supply chain disruptions could reduce customer demand and increase manufacturing costs"]
Competitors & peers
- Hewlett Packard Enterprise (HPE)
- Cisco Systems (CSCO)
- NetApp (NTAP)
- Pure Storage (PSTG)
- IBM
- Amazon Web Services (AWS)
- Microsoft Azure
- Google Cloud
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.