Stock analysis · Bull Rankings model

DELL analysis

Dell Technologies Inc.Computer Hardware. Scored on the same transparent model behind the daily rankings.

DELL
Dell Technologies Inc. · Computer Hardware
FCF$9.4bB+
Rev+38.6%A
D/E
P/E37.5xB
PEG0.66A-
63.4Score
$471.19$304.5B
1Y Target$502.78Analyst consensus · 23 analysts
5Y Target$736.12Compound horizon
10Y Target$1,092Long-dated conviction
FCF$9.4bTTM
B+
FCF $9.4b — strong cash profile, above most peers
Rev+38.6%TTM YoY
A
Revenue +38.6% — hypergrowth, top decile
D/E
D/E data unavailable — neutral default
P/E37.5x
B
P/E 37.5 — near the Technology median (≈60th pctile)
PEG0.66
A-
PEG 0.66 — strong; Lynch's preferred zone

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 63.4
Quality0.62
Growth0.88
Value0.47
Why this score
  • Buying back stock
  • Raising its dividend
  • Short track record
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value106% aboveest. fair value ~$228
What the price assumes: free cash flow compounding at ~31% a year for the next decade — vs the ~19% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability22% · Bgross profit ÷ total assets (Novy-Marx)
Why now
Computer Hardware · market cap $304.5b. Trading near 52-week high of $476.90 — momentum setup, limited technical margin of safety. Revenue growing +39% — in hypergrowth territory. PEG 0.66 — 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 +7% upside).
Moat
FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $304.5b 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
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $502.78 (23-analyst consensus) — fundamentals + valuation re-rating. 5 yr $736.12 at ~9% CAGR — compounding case rests on the competitive position widening. 10 yr $1,092 if current growth sustains into durable earnings power.
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.

DELL vs the Top Picks average

PillarDELLBook avgDiff
Quality0.620.83-0.21
Growth0.880.91-0.03
Value0.470.75-0.28

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-0.4 over 34 daily scores
From 63.8 (Jun 22) → 63.4 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
4
Position size
$1,885
3.8% of portfolio
Stop price
$353.39
25% below $471.19
$ at risk if stopped
$471.19
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Dell Technologies Inc. (DELL): score, valuation & FAQ

Dell Technologies Inc. (DELL) is a Computer Hardware company that scores 63.4 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A), PEG (A-) and FCF (B+). On valuation, DELL sits about 106% above our discounted-cash-flow fair value — the current price implies roughly 31% annual free-cash-flow growth over the next decade.

Is DELL a good stock to buy?

Bull Rankings scores DELL 63.4 out of 100 on its quality-growth model, which is a middling reading. That is driven by Rev (A), PEG (A-) and FCF (B+). A score is a quantitative screen of Dell Technologies Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does DELL score 63.4 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). DELL earns its highest marks on Rev (A), PEG (A-) and FCF (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is DELL overvalued or undervalued?

Based on $471.19, DELL sits about 106% above our discounted-cash-flow fair value — the current price implies roughly 31% annual free-cash-flow growth over the next decade. It trades at a 37.5x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in DELL?

Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.40 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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