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Dell Technologies (DELL) Competitors

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$113.54 -1.58 (-1.37%)
As of 12:04 PM Eastern
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DELL vs. ANET, HPQ, HPE, PSTG, STX, SMCI, LOGI, PAR, VYX, and DBD

Should you be buying Dell Technologies stock or one of its competitors? The main competitors of Dell Technologies include Arista Networks (ANET), HP (HPQ), Hewlett Packard Enterprise (HPE), Pure Storage (PSTG), Seagate Technology (STX), Super Micro Computer (SMCI), Logitech International (LOGI), PAR Technology (PAR), NCR Voyix (VYX), and Diebold Nixdorf (DBD). These companies are all part of the "computer hardware" industry.

Dell Technologies vs.

Arista Networks (NYSE:ANET) and Dell Technologies (NYSE:DELL) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their profitability, dividends, earnings, risk, media sentiment, valuation, community ranking, analyst recommendations and institutional ownership.

Arista Networks received 574 more outperform votes than Dell Technologies when rated by MarketBeat users. Likewise, 74.62% of users gave Arista Networks an outperform vote while only 60.21% of users gave Dell Technologies an outperform vote.

CompanyUnderperformOutperform
Arista NetworksOutperform Votes
1314
74.62%
Underperform Votes
447
25.38%
Dell TechnologiesOutperform Votes
740
60.21%
Underperform Votes
489
39.79%

Dell Technologies has higher revenue and earnings than Arista Networks. Dell Technologies is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$5.86B27.91$2.09B$2.0862.43
Dell Technologies$88.43B0.91$3.21B$5.6620.32

Arista Networks has a beta of 1.08, suggesting that its stock price is 8% more volatile than the S&P 500. Comparatively, Dell Technologies has a beta of 0.92, suggesting that its stock price is 8% less volatile than the S&P 500.

In the previous week, Dell Technologies had 6 more articles in the media than Arista Networks. MarketBeat recorded 41 mentions for Dell Technologies and 35 mentions for Arista Networks. Dell Technologies' average media sentiment score of 0.92 beat Arista Networks' score of 0.54 indicating that Dell Technologies is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Arista Networks
5 Very Positive mention(s)
11 Positive mention(s)
17 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Dell Technologies
25 Very Positive mention(s)
1 Positive mention(s)
13 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

82.5% of Arista Networks shares are owned by institutional investors. Comparatively, 76.4% of Dell Technologies shares are owned by institutional investors. 3.5% of Arista Networks shares are owned by company insiders. Comparatively, 46.7% of Dell Technologies shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Arista Networks has a net margin of 40.29% compared to Dell Technologies' net margin of 4.36%. Arista Networks' return on equity of 30.52% beat Dell Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks40.29% 30.52% 22.24%
Dell Technologies 4.36%-191.91%5.88%

Arista Networks currently has a consensus price target of $105.83, indicating a potential downside of 18.50%. Dell Technologies has a consensus price target of $148.06, indicating a potential upside of 28.75%. Given Dell Technologies' stronger consensus rating and higher probable upside, analysts plainly believe Dell Technologies is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arista Networks
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.71
Dell Technologies
0 Sell rating(s)
3 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.83

Summary

Arista Networks and Dell Technologies tied by winning 9 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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DELL vs. The Competition

MetricDell TechnologiesElectronic computers IndustryComputer SectorNYSE Exchange
Market Cap$78.14B$434.46B$26.68B$20.08B
Dividend Yield1.60%0.92%2.71%3.59%
P/E Ratio20.3212.48191.4533.60
Price / Sales0.913.173,428.0217.40
Price / Cash10.0622.0635.8620.44
Price / Book-35.0610.808.665.73
Net Income$3.21B$12.30B$670.64M$1.01B
7 Day Performance4.38%3.70%2.03%1.54%
1 Month Performance-3.22%5.65%5.37%5.34%
1 Year Performance39.50%19.39%26.64%18.25%

Dell Technologies Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DELL
Dell Technologies
4.9971 of 5 stars
$113.54
-1.4%
$148.06
+30.4%
+41.7%$79.53B$88.43B20.06120,000Options Volume
Gap Down
ANET
Arista Networks
4.4131 of 5 stars
$119.78
+1.4%
$105.83
-11.6%
+94.8%$150.90B$6.61B57.594,023
HPQ
HP
4.3621 of 5 stars
$32.53
+0.6%
$36.23
+11.4%
+13.6%$30.51B$53.56B11.5858,000Positive News
HPE
Hewlett Packard Enterprise
4.7805 of 5 stars
$23.16
-1.1%
$24.00
+3.6%
+57.5%$30.46B$30.13B12.1961,000
PSTG
Pure Storage
4.2728 of 5 stars
$66.47
+1.6%
$72.70
+9.4%
+75.7%$21.69B$3.08B174.945,600Positive News
STX
Seagate Technology
4.7994 of 5 stars
$97.67
+2.7%
$120.94
+23.8%
+24.2%$20.66B$7.27B25.5030,000Dividend Announcement
Analyst Forecast
Analyst Revision
News Coverage
High Trading Volume
SMCI
Super Micro Computer
4.8566 of 5 stars
$30.82
-1.0%
$66.89
+117.0%
-22.4%$17.24B$14.94B15.475,126Upcoming Earnings
Positive News
LOGI
Logitech International
2.9192 of 5 stars
$87.22
-1.1%
$92.88
+6.5%
-8.4%$13.79B$4.30B19.432,700Upcoming Earnings
Analyst Forecast
News Coverage
High Trading Volume
PAR
PAR Technology
2.1245 of 5 stars
$73.21
-2.3%
$79.25
+8.2%
+55.8%$2.83B$415.82M-292.841,841News Coverage
Positive News
VYX
NCR Voyix
2.9687 of 5 stars
$13.08
-0.8%
$16.43
+25.6%
-19.1%$1.91B$3.83B3.0315,500
DBD
Diebold Nixdorf
4.3755 of 5 stars
$44.52
+3.5%
$62.50
+40.4%
+44.6%$1.67B$3.76B342.4821,000

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This page (NYSE:DELL) was last updated on 1/23/2025 by MarketBeat.com Staff
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