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Dell Technologies Inc DELL

Dell Technologies Inc scores good on business quality (6.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$586.06Oct 9, 2026
Business qualityGood
Next earningsNov 23, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Dell Technologies Inc does

    Dell builds enterprise infrastructure, personal computers, and storage systems, selling directly to corporate buyers and consumers to generate hardware and services revenue. The company is leaning into artificial intelligence hardware demands, highlighted by joining a $15 billion AI data center project in Japan.

  2. What it does best

    Dell secures an unmatched return on equity of 130.7%, crushing peers like HPE at 11.0% by leveraging deep supply chain control and enterprise customer relationships.

  3. The main risk

    Dell faces heavy debt exposure with $31.5 billion in total debt against $11.5 billion in cash, leaving its interest coverage at 8.9x vulnerable to any hardware demand downturn.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Gross margin sits thin at 19.8%, yielding an operating margin of 9.4% that scales slowly as hardware volume expands.

MoatFair

The moat rests on deep enterprise integration and supply chain scale, reflected in a top-quartile ROE ranking of 93rd percentile.

GrowthSteady

Revenue growth surges at 18.8%, marking an acceleration compared to prior historical years driven by surging infrastructure demand.

Financial healthStrong

Total debt sits at $31.5 billion alongside $11.5 billion in cash, supported by free cash flow of $8.6 billion: getting stronger overall.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

11 sold $1.0B outside pre-planned sales.

Our sealed record on DELL

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DELL a good business?

Dell Technologies Inc scores good on the Cluenex quality check (6.2 of 10), measured against its own industry. Profitability is weak, moat fair, growth steady and financial health strong.

Are insiders buying DELL?

In the last 90 days of SEC Form 4 filings: 11 sold $1.0B outside pre-planned sales.

When does DELL report earnings?

Nov 23, 2026.

For members

See DELL today

  • Today's verdict on DELL, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Dell Technologies Inc (DELL)”, https://cluenex.com/stocks/dell/, data as of Oct 10, 2026.