Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc - Ordinary Shares - Class C

DELL

Market Cap$66.93B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Dell Technologies Inc - Ordinary Shares - Class CDell Technologies Inc - Ordinary Shares - Class C15.21.94%-301%0.8-25.8

Earnings Call Q4 2025

February 28, 2025 - AI Summary

Strong FY '25 Performance: Dell Technologies reported FY '25 revenue of $95.6 billion, reflecting an 8% year-over-year increase, and record EPS of $8.14, up 10%. Operating income stood at $8.5 billion, with a cash flow of $4.5 billion.
ISG and AI Growth: Dell's Infrastructure Solutions Group (ISG) revenue for Q4 was $11.4 billion, up 22%, driven primarily by server and AI demand. The company expects ISG to grow in the high teens for FY '26, fueled by $15 billion in AI server shipments and sustainable growth in traditional servers and storage.
CSG Recovery Challenges: The Client Solutions Group (CSG) reported a revenue increase of 1% to $11.9 billion, with commercial revenue up 5% while consumer revenue declined 12%. The outlook suggests low-to-mid single-digit growth for CSG in FY '26, suggesting volatility amidst softer consumer demand and competitive pricing pressures.

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$133.00

Target Price by Analysts

16.5% upsideDell Technologies Target Price DetailsTarget Price
$104.78

Current Fair Value

8.2% downside

Overvalued by 8.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$66.93 Billion
Enterprise Value$101.54 Billion
Dividend Yield$1.86 (1.93931811072881%)
Earnings per Share$6.49
Beta1.06
Outstanding Shares696,130,464

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio15.2
PEG47.29
Price to Sales0.83
Price to Book Ratio-57.1
Enterprise Value to Revenue1.06
Enterprise Value to EBIT19.74
Enterprise Value to Net Income22
Total Debt to Enterprise0.38
Debt to Equity-25.8

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Dell Technologies Inc

CEO: Michael Dell