Dell Technologies Inc.

DELL · NYSE · Technology · Computer Hardware

$562.89+5.0%Sep 25 close

1M: +23.4%
6M: +229.1%
1Y: +335.9%
5Y: +1,090.3%

Dell sells computers, servers, storage equipment, networking gear, related services, and ways for customers to finance them.

Dell Technologies Inc. (DELL) stock — is it a good business? — InspectStocks

Dell Technologies Inc.

DELL · NYSE · Technology · Computer Hardware

$562.89+5.0%Sep 25 close

1M: +23.4%
6M: +229.1%
1Y: +335.9%
5Y: +1,090.3%

Compare

Dell sells computers, servers, storage equipment, networking gear, related services, and ways for customers to finance them.

How it makes money

Infrastructure Solutions Group: servers, networking, storage, related services, and software67%
Client Solutions Group: business and consumer computers and related products34%

Shares of revenue are estimates for quarter ended April 30, 2026, not figures from a filing.

Competes with

LNVGYLenovo Group

What it sells6

AI-optimized servers
Servers built for intensive computing work such as training, adjusting, and running AI models.
Traditional servers and networking
Servers for general business and other demanding workloads, plus networking equipment such as data-center and edge switches, cables, and optical components.
Storage systems
Equipment and software for storing, protecting, and retrieving data, including all-flash systems and products for backups and other data protection.

Show 3 more

Commercial computers and peripherals
Business notebooks, desktops, and workstations, along with accessories such as displays, docking stations, keyboards, mice, webcams, and audio devices.
Consumer and gaming computers
Computers for personal use, including higher-performance gaming products sold under the Alienware name.
Setup, support, and other services
Services that help customers configure, install, maintain, and repair Dell equipment, plus extended warranties.

Who buys it5

Large businesses buy through Dell account teams, often with technical specialists and negotiated arrangements, or through sales partners.
Small and medium-sized businesses buy directly from Dell or through sales partners.
Government agencies and other public institutions buy through dedicated Dell account teams and public-sector sales arrangements.

Show 2 more

Schools and healthcare organizations buy computers and infrastructure directly or through sales partners.
Individual consumers buy computers and accessories through Dell’s website and retail or distribution channels.

What it stands on, and what could break it

What the business leans on

1Dell depends on component suppliers and contract manufacturers to make and assemble products; the company says some components have only one or a limited number of available suppliers.
2AI server production depends on access to components, including memory, and on customers’ readiness to install and use the equipment; Dell reports that supply limits and changing component designs affect shipment timing.
3Dell sells directly and through resellers, system integrators, distributors, and retailers, so product availability and sales also depend on those partners.
4Dell Financial Services funds customer purchases and leases; its financing activity is affected by credit conditions and interest rates.

What could go wrong

1AI server orders and customer delivery schedules can change unevenly, while constrained component supply and frequent component updates can delay shipments and increase inventory and purchase commitments.
2Higher memory and other component costs can affect product costs and pricing; dependence on single-source or limited-source suppliers can also interrupt availability or timely delivery.
3Dell faces product and price competition across computers, servers, storage, and networking; changing customer demand, sales mix, and channel inventory can affect sales and profitability.

Full financial statements →

How it compares with its industry

Three ratings, each a percentile against the 36 companies we cover in Computer Hardware. Deliberately kept apart rather than blended into one score — cheap, rising and well-run are three different facts, and a single number would hide which one is which.

Momentum

97of 100 in its industry

Near the top of its industry

12 months to a month ago249.0%

6 months to a month ago267.3%

The most recent month is left out on purpose: returns tend to persist over 7–12 months and the newest one tends to reverse. This describes what the price has done, and says nothing about what it will do.

Value

63of 100 in its industry

Above most of its industry

Profit for the price3.09%

Cash for the price2.33%

Sales for the price41.07%

Assets for the price—

Operating profit for the whole business2.86%

Yields, so higher means cheaper — a loss-making company ranks last instead of dropping out. Cheap is not the same as good: a high yield is often a price that fell for a reason. Blended from 4 of 5 measures.

Capital allocation

5/5Disciplined

1 check not reported

Return on capital24.5%

Shareholder yield2.03%

Share count, 3 years-13.1%

Net debt / EBITDA2.02x

Insiders, 12 months-$2.4B

What management does with the money — scored on whatever the filings answer, never as a share of the total.

The six capital-allocation checks

Return on the money invested24.5% on invested capital
Debt against earnings2.02x net debt to operating earnings
Cash returned to shareholders2.0% a year in buybacks and dividends
Share count over three yearsShare count 13.1% lower over three years
Payouts covered by cash flowFree cash flow covers what it pays out
Open-market insider buyingNet selling of $2.4B — not counted against the score

A description of where this company sits among its competitors, not a recommendation. Ratings updated Sep 26, 2026.

About Dell Technologies Inc.

Dell sells personal computers (PCs), monitors and other accessories to businesses, public institutions, and individual consumers. It also sells servers, networking equipment, and storage systems that organizations use to run software, manage data, and support artificial intelligence (AI) workloads. Dell provides setup, maintenance, and support, and offers leases, loans, and subscription-based payment choices.

Head office: Round Rock, Texas
Founded: 1984
Employees: approximately 97,000 (January 30, 2026, high)
Listed on: New York Stock Exchange
Financial year ends: Friday nearest January 31

Built from Dell Technologies Inc.’s own filings with the SEC. Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

How it makes money

Infrastructure Solutions Group: servers, networking, storage, related services, and software67%
Client Solutions Group: business and consumer computers and related products34%

Shares of revenue are estimates for quarter ended April 30, 2026, not figures from a filing.

Competes with

LNVGYLenovo Group

What it sells6

AI-optimized servers
Servers built for intensive computing work such as training, adjusting, and running AI models.
Traditional servers and networking
Servers for general business and other demanding workloads, plus networking equipment such as data-center and edge switches, cables, and optical components.
Storage systems
Equipment and software for storing, protecting, and retrieving data, including all-flash systems and products for backups and other data protection.

Show 3 more

Commercial computers and peripherals
Business notebooks, desktops, and workstations, along with accessories such as displays, docking stations, keyboards, mice, webcams, and audio devices.
Consumer and gaming computers
Computers for personal use, including higher-performance gaming products sold under the Alienware name.
Setup, support, and other services
Services that help customers configure, install, maintain, and repair Dell equipment, plus extended warranties.

Who buys it5

Large businesses buy through Dell account teams, often with technical specialists and negotiated arrangements, or through sales partners.
Small and medium-sized businesses buy directly from Dell or through sales partners.
Government agencies and other public institutions buy through dedicated Dell account teams and public-sector sales arrangements.

Show 2 more

Schools and healthcare organizations buy computers and infrastructure directly or through sales partners.
Individual consumers buy computers and accessories through Dell’s website and retail or distribution channels.

What it stands on, and what could break it

What the business leans on

1Dell depends on component suppliers and contract manufacturers to make and assemble products; the company says some components have only one or a limited number of available suppliers.
2AI server production depends on access to components, including memory, and on customers’ readiness to install and use the equipment; Dell reports that supply limits and changing component designs affect shipment timing.
3Dell sells directly and through resellers, system integrators, distributors, and retailers, so product availability and sales also depend on those partners.
4Dell Financial Services funds customer purchases and leases; its financing activity is affected by credit conditions and interest rates.

What could go wrong

1AI server orders and customer delivery schedules can change unevenly, while constrained component supply and frequent component updates can delay shipments and increase inventory and purchase commitments.
2Higher memory and other component costs can affect product costs and pricing; dependence on single-source or limited-source suppliers can also interrupt availability or timely delivery.
3Dell faces product and price competition across computers, servers, storage, and networking; changing customer demand, sales mix, and channel inventory can affect sales and profitability.

Full financial statements →

How it compares with its industry

Momentum

97of 100 in its industry

Near the top of its industry

12 months to a month ago249.0%

6 months to a month ago267.3%

Value

63of 100 in its industry

Above most of its industry

Profit for the price3.09%

Cash for the price2.33%

Sales for the price41.07%

Assets for the price—

Operating profit for the whole business2.86%

Capital allocation

5/5Disciplined

1 check not reported

Return on capital24.5%

Shareholder yield2.03%

Share count, 3 years-13.1%

Net debt / EBITDA2.02x

Insiders, 12 months-$2.4B

What management does with the money — scored on whatever the filings answer, never as a share of the total.

The six capital-allocation checks

Return on the money invested24.5% on invested capital
Debt against earnings2.02x net debt to operating earnings
Cash returned to shareholders2.0% a year in buybacks and dividends
Share count over three yearsShare count 13.1% lower over three years
Payouts covered by cash flowFree cash flow covers what it pays out
Open-market insider buyingNet selling of $2.4B — not counted against the score

A description of where this company sits among its competitors, not a recommendation. Ratings updated Sep 26, 2026.

About Dell Technologies Inc.

Head office: Round Rock, Texas
Founded: 1984
Employees: approximately 97,000 (January 30, 2026, high)
Listed on: New York Stock Exchange
Financial year ends: Friday nearest January 31

How it makes money

Competes with

What it sells6

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

How it compares with its industry

About Dell Technologies Inc.

How it makes money

Competes with

What it sells6

Who buys it5

What it stands on, and what could break it

What the business leans on

What could go wrong

How it compares with its industry

About Dell Technologies Inc.

Growth & cash — 5 of 5