COMPARE · Reviewed July 30, 2026
DELL vs TEL
Verdict: Side-by-side breakdown using the Bull Rankings model. DELL scored 70.2, TEL scored 71.0 — TEL leads.
Compare another set
DELL
Dell Technologies Inc.
70.2
$404.81 · $261.6B
fundamentals as of
Score gap
0.8
TEL leads
TEL
TE Connectivity plc
71
$206.58 · $59.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
DELL
stronger →← stronger
TEL
62
Qualityreturns · margins · balance sheet
81
83
Growthrevenue & earnings expansion
84
67
Valuevaluation vs sector peers
52
TEL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DELL
TEL
$9.4bB+
FCF
$3.3bB
+38.6%A
Rev
+16.5%B+
—
D/E
0.43B
2.0xA-
P/S
—
0.61A-
PEG
0.89B+
—
P/E
20.3xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DELL
TEL
75% above
Price vs fair valuelower is cheaper
13% above
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-53%
1-yr DCF upside
-21%
-43%
5-yr DCF upside
-11%
-25%
10-yr DCF upside
+6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DELL
Why this score
- Buying back stock
- Raising its dividend
- Short track record
TEL
Why this score
- Buying back stock
- Raising its dividend
The companies
DELLDell Technologies Inc.
Why now
Computer Hardware · market cap $261.6b. 14% off the 52-week high of $469.47. Revenue growing +39% — in hypergrowth territory. PEG 0.61 — paying under fair value for the growth rate. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $502.78 (implying +24% upside).
Moat
FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $261.6b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
ROE -599% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
TELTE Connectivity plc
Why now
Electronic Components · market cap $59.9b. 18% off the 52-week high of $252.56. Revenue growing +17%, comfortably above the S&P median. PEG 0.89 — paying under fair value for the growth rate. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $246.79 (implying +19% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.