Risk factor
Weak & very vulnerable to price shocks
Profitability factor
Strong growth
In Guru Portfolios
About
Dell Technologies Inc. operates as a holding company, providing extensive information technology hardware, software, and service solutions through its various subsidiaries. The company is based in Round Rock, Texas, and employs 157,000 full-time staff members. Its business activities are primarily divided into two main segments: Client Solutions and the Enterprise Solutions Group (ESG). The Client Solutions division focuses on sales to both commercial and consumer markets, offering products such as desktop computers, thin client devices, and notebooks. This segment's portfolio also includes related services, along with third-party software and peripheral devices that are closely integrated with its hardware sales. Key hardware offerings feature desktop personal computers, laptops, and tablets, complemented by peripherals like monitors, printers, and projectors, in addition to external software and accessories. The company further provides cloud-enabled data analytics and infrastructure management services. In contrast, the Enterprise Solutions Group (ESG) concentrates on servers, networking equipment, and storage solutions. Similar to the Client Solutions segment, ESG delivers services and third-party software and peripherals that are directly associated with the sale of its foundational hardware. Across its operations, Dell is responsible for the design, development, manufacturing, marketing, sales, and support of its comprehensive array of products and services.
Company Valuation
Considering past and projected metrics, the stock is slightly 'cheaper' than its peers. Specifically, the stock is fairly valued on P/E, neutral on EV/EBITDA, reasonably
Target Price
The average target price of DELL is 589 and suggests 21.1% upside potential. Usually, this means a BUY recommendation among investment firms, or a recommendation to incre