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DELL
Dell Technologies Inc. · Information Technology - IT Hardware
$409.50
+74.06% this month
VERSUS
⟷
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HPE
Hewlett Packard Enterprise Company · Information Technology - IT Hardware
$47.41
+45.34% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
DELL
2
HPE
2
Comparison scoreboard
MIXED SETUPAI Score
DELL ✓69.9
HPE 62.4
1Y Return
DELL ✓+256.66%
HPE +164.86%
Fwd P/E
DELL 19.18
HPE ✓12.05
Target Up.
DELL +18.15%
HPE ✓+33.13%
Op. Margin
DELL N/A
HPE 8.70%
Metrics last refreshed: 6/20/2026
Quick take
DELL vs HPE Stock Comparison: AI Score, Valuation, Performance and Upside
DELL offers broader scale across both consumer PCs and enterprise infrastructure with strong AI server momentum, while HPE is a more focused enterprise infrastructure player betting on AI servers and expanded networking capabilities through its Juniper acquisition. Both are racing to capture AI data center infrastructure spending.
DELL vs HPE contrasts a larger, more diversified IT hardware company with strong AI server traction against a more focused enterprise infrastructure player expanding into networking through acquisition.
Live analysis · updated 6/20/2026
DELL and HPE are closely matched — they split the tracked metrics evenly. DELL has delivered stronger 1-year price return (+256.66% vs +164.86%), though HPE trades at the lower forward P/E (12.05x vs 19.18x). Analyst consensus implies meaningfully more upside for HPE (+33.13%) than for DELL (+18.15%).
Normalized 1Y performance
DELL
HPE
Recent returns
DELL
HPE
Analyst price targets & sentiment
DELL · 23 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.8/5.0)
Price target range
analyst low$213.00
analyst high$700.00
analyst mean$483.83
current price$409.50
+18.2% upside to analyst mean
HPE
Price target range
analyst mean$64.13
current price$47.41
+33.1% upside to analyst mean
Who should consider this stock?
DELL may suit investors who:
- →Want broader exposure across consumer PCs and enterprise AI infrastructure
- →Value Dell's scale and direct sales model advantages
- →Believe AI server demand will continue to outpace legacy infrastructure decline
HPE may suit investors who:
- →Want focused, pure-play enterprise infrastructure exposure
- →Believe the Juniper Networks acquisition will strengthen HPE's networking position
- →See value in HPE's smaller scale offering more room for share gains
Performance & AI score
| Metric | DELL | HPE |
|---|---|---|
| AI score | 69.9 | 62.4 |
| AI rank | #37 | #126 |
| Latest close | $409.50 | $47.41 |
| 1M return | +74.06% | +45.34% |
| 6M return | +222.59% | +97.38% |
| 1Y return | +256.66% | +164.86% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | DELL | HPE |
|---|---|---|
| 1Y ago | $36.22K (+262.2%) started 2025-06-18 | $26.66K (+166.6%) started 2025-06-18 |
| 5Y ago | $99.39K (+893.9%) started 2021-06-18 | $40.61K (+306.1%) started 2021-06-21 |
| 10Y ago | $411.48K (+4014.8%) started 2016-08-17 | $71.79K (+617.9%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | DELL | HPE |
|---|---|---|
| Market cap | $265.4B | $63.79B |
| Trailing P/E | 32.58 | 45.02 |
| Forward P/E | 19.18 | 12.05 |
| Price/Sales | 1.98 | N/A |
| EV/Revenue | 2.11 | 2.06 |
| Analyst target | $483.83 | $64.13 |
| Target upside | +18.15% | +33.13% |
Growth, profitability & risk
| Metric | DELL | HPE |
|---|---|---|
| Revenue growth | 87.50% | 40.00% |
| Earnings growth | 282.50% | -30.30% |
| EPS growth | +282.50% | -30.30% |
| FCF margin | +4.06% | +9.89% |
| Operating margin | N/A | 8.70% |
| Profit margin | 6.28% | 4.01% |
| ROIC proxy | N/A | 6.31% |
| Return on equity | N/A | 6.31% |
| Dividend yield | 0.62% | 1.18% |
| Beta | 1.38 | 1.45 |
| Debt/equity | N/A | 84.03 |
| Current ratio | 0.95 | 1.09 |
| Quick ratio | 0.61 | 0.57 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
DELL max drawdown32.34%
HPE max drawdown23.81%
DELL max wkly drop15.16%
HPE max wkly drop17.52%
5Y risk snapshot
DELL max drawdown59.59%
HPE max drawdown48.36%
DELL max wkly drop23.19%
HPE max wkly drop20.76%
10Y risk snapshot
DELL max drawdown59.59%
HPE max drawdown56.87%
DELL max wkly drop23.70%
HPE max wkly drop28.21%
Performance metrics by period
| Period | Metric | DELL | HPE |
|---|---|---|---|
| 1Y | Growth | +256.66% | +166.65% |
| CAGR | +256.97% | +167.02% | |
| Sharpe ratio | 2.18 | 2.16 | |
| Max drawdown | 32.34% | 23.81% | |
| Max daily drop | 9.13% | 10.14% | |
| Max wkly drop | 15.16% | 17.52% | |
| 5Y | Growth | +800.82% | +260.51% |
| CAGR | +55.22% | +29.29% | |
| Sharpe ratio | 1.03 | 0.74 | |
| Max drawdown | 59.59% | 48.36% | |
| Max daily drop | 18.99% | 15.14% | |
| Max wkly drop | 23.19% | 20.76% | |
| 10Y | Growth | +3629.33% | +440.92% |
| CAGR | +44.48% | +18.40% | |
| Sharpe ratio | 0.95 | 0.52 | |
| Max drawdown | 59.59% | 56.87% | |
| Max daily drop | 21.64% | 15.31% | |
| Max wkly drop | 23.70% | 28.21% |
Business comparison
| Category | DELL | HPE |
|---|---|---|
| Company | Dell Technologies Inc. | Hewlett Packard Enterprise Company |
| Sector | Information Technology - IT Hardware | Technology |
| Industry | N/A | N/A |
| Core business | Dell Technologies is a leading provider of servers, storage, PCs, and IT infrastructure solutions, serving both enterprise and consumer markets, with a fast-growing AI server business serving data center customers. | Hewlett Packard Enterprise provides servers, storage, networking, and edge computing solutions for enterprise customers, with growing focus on AI infrastructure and networking following its Juniper Networks acquisition. |
| Investor focus | Investors track Dell's AI-optimized server backlog and shipments, traditional server and storage demand cycles, and the relative profitability of PC versus infrastructure segments. | Investors track HPE's AI server order growth, networking segment expansion through the Juniper acquisition, and overall enterprise infrastructure demand trends. |
DELL strengths
- →Strong AI server momentum with large enterprise and cloud customer backlogs
- →Diversified across both consumer PC and enterprise infrastructure markets
- →Direct sales and supply chain model provides scale and customization advantages
HPE strengths
- →Growing AI server and networking portfolio strengthened by the Juniper Networks acquisition
- →Focused purely on enterprise infrastructure without consumer PC exposure
- →Strong position in high-performance computing and edge computing markets
Risks to watch — DELL
- →AI server business carries lower margins than legacy infrastructure products
- →PC segment remains cyclical and sensitive to corporate refresh cycles
- →Intense competition for AI server share among hardware OEMs
Risks to watch — HPE
- →Smaller scale than Dell in overall enterprise infrastructure markets
- →Juniper acquisition integration carries execution and cost synergy risk
- →Enterprise IT spending cycles directly affect server and networking demand
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