COMPARE · Reviewed July 30, 2026
DELL vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. DELL scored 70.2, WDC scored 51.5 — DELL leads.
Compare another set
DELL
Dell Technologies Inc.
70.2
$404.81 · $261.6B
fundamentals as of
Score gap
18.7
DELL leads
WDC
Western Digital Corp
51.5
$533.04 · $150.9B
The model, pillar by pillar (0–100 each)
DELL
stronger →← stronger
WDC
62
Qualityreturns · margins · balance sheet
79
83
Growthrevenue & earnings expansion
53
67
Valuevaluation vs sector peers
33
DELL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DELL
WDC
$9.4bB+
FCF
$2.9bB
+38.6%A
Rev
+10.3%B
—
D/E
0.89B
2.0xA-
P/S
—
0.61A-
PEG
2.25C
—
P/E
23.1xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DELL
WDC
75% above
Price vs fair valuelower is cheaper
418% above
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~55%/yr
-53%
1-yr DCF upside
-82%
-43%
5-yr DCF upside
-81%
-25%
10-yr DCF upside
-78%
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
WDC
No notable signals flagged.
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.
WDCWestern Digital Corp
Why now
Technology · market cap $150.9b. Down 33% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median.
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 91% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $150.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.25 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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.