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DELL vs MSFT

DELL
Dell Technologies Inc.
NEUTRAL
Price
$216.09
Market Cap
$140.5B
Sector
Technology
AI Confidence
85%
MSFT
Microsoft Corporation
BULLISH
Price
$374.33
Market Cap
$2.78T
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
DELL
24.87
MSFT
23.42
Forward P/E
DELL
14.66
MSFT
19.86
P/B Ratio
DELL
-57.05
MSFT
7.11
P/S Ratio
DELL
1.24
MSFT
9.11
EV/EBITDA
DELL
13.99
MSFT
16.05

Profitability

Gross Margin
DELL
20.12%
MSFT
68.59%
Operating Margin
DELL
9.62%
MSFT
47.09%
Profit Margin
DELL
5.23%
MSFT
39.04%
ROE
DELL
--
MSFT
34.39%
ROA
DELL
6.02%
MSFT
14.86%

Growth

Revenue Growth
DELL
39.5%
MSFT
16.7%
Earnings Growth
DELL
57.3%
MSFT
59.8%

Financial Health

Debt/Equity
DELL
--
MSFT
0.32
Current Ratio
DELL
0.91
MSFT
1.39
Quick Ratio
DELL
0.59
MSFT
1.24

Dividends

Dividend Yield
DELL
1.17%
MSFT
0.97%
Payout Ratio
DELL
24.19%
MSFT
21.28%

AI Verdict

DELL NEUTRAL

DELL presents a stark dichotomy between explosive growth and fragile financial health, anchored by a stable but mediocre Piotroski F-Score of 4/9. While the company exhibits exceptional growth metrics (Revenue +39.5%, Earnings +57.3%) and an attractive PEG ratio of 0.90, its balance sheet is highly concerning with a negative Price/Book ratio and a Current Ratio below 1.0. Despite a growth-based intrinsic value of $256.35, the stock is currently facing heavy insider selling and a bearish technical trend, suggesting a potential short-term peak despite long-term fundamental momentum.

Strengths
Exceptional YoY Revenue growth of 39.50%
Strong Earnings growth of 57.30% with a PEG ratio of 0.90
Consistent track record of earnings beats over 25 quarters
Risks
Negative shareholders' equity as indicated by the Price/Book ratio of -57.05
Liquidity risk with a Current Ratio of 0.91 and Quick Ratio of 0.59
Aggressive insider selling totaling $452.09M in the last 6 months
MSFT BULLISH

Microsoft exhibits strong fundamental health with a Piotroski F-Score of 7/9, indicating robust financial stability. While the stock is currently experiencing a severe technical downtrend (0/100) and significant 6-month price depreciation (-28.6%), the current price of $374.33 sits well below the growth-based intrinsic value of $471.41 and the analyst target of $587.31. Exceptional earnings growth (59.8% YoY) and high operating margins (47.09%) suggest that the current price correction presents a value opportunity despite bearish insider sentiment.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 7/9
Exceptional profitability with a 39.04% profit margin and 47.09% operating margin
Robust earnings growth (59.8% YoY) and consistent history of beating estimates
Risks
Severe short-term technical bearishness (0/100 trend score)
Bearish insider activity with $32.64M in net sales over the last 6 months
High Price-to-Book ratio (7.11) indicating a premium over book value

Compare Another Pair

DELL vs MSFT: Head-to-Head Comparison

This page compares Dell Technologies Inc. (DELL) and Microsoft Corporation (MSFT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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