Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc - Ordinary Shares - Class C

DELL

Market Cap$80.26B
Close$

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 C19.81.56%-179%0.9-17

Earnings Call Q3 2025

November 26, 2024 - AI Summary

Strong Q3 Performance: Dell Technologies reported Q3 revenue of $24.4 billion, reflecting a 10% year-over-year increase, driven by a robust 34% growth in Infrastructure Solutions Group (ISG) revenue, particularly in AI servers. Diluted EPS grew 14% to $2.15, and operating income rose by 12% to $2.2 billion.
AI Server Momentum: The orders for AI servers reached a record $3.6 billion in Q3, primarily propelled by Tier 2 cloud service providers and increasing demand from enterprise customers. The company has built a substantial backlog of $4.5 billion for AI servers and its five-quarter pipeline grew over 50%, indicating strong continued demand.
Challenges in Consumer Segment: While commercial PC revenue grew modestly by 3%, consumer revenue declined sharply by 18% due to challenging demand conditions. The PC refresh cycle is anticipated to push into FY26, impacting revenue expectations for this segment short-term, although potential tailwinds exist with an aging install base and Windows 10 end-of-life approaching.

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$160.00

Target Price by Analysts

33% upsideDell Technologies Target Price DetailsTarget Price
$114.10

Current Fair Value

5.2% downside

Overvalued by 5.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$80.26 Billion
Enterprise Value$113.84 Billion
Dividend Yield$1.78 (1.5562161216996%)
Earnings per Share$4.55
Beta0.96
Outstanding Shares708,000,000

Return

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

Valuation & Multiples

P/E Ratio19.79
PEG164.5
Price to Sales0.91
Price to Book Ratio-30.08
Enterprise Value to Revenue1.21
Enterprise Value to EBIT24.92
Enterprise Value to Net Income27
Total Debt to Enterprise0.34
Debt to Equity-16.98

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Dell Technologies Inc

CEO: Michael Dell