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DELL$465.96+10.70%
Fair $465.96+0.0%

DELL

Dell Technologies Inc.

Technology / Computer HardwareNYSE

$465.96

+45.05 (+10.70%)

Fairly Valued+0.0%Fair Value $465.96Fund rank 35/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.9B · quality 70.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 12Warnings: 1unknown: 12
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -2.4%, below the 5% threshold
Thesis & Journal · DELLLocal privado en este navegador · Dell Technologies Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$302.7B

P/E

53.7x

↑

EV/EBITDA

28.6x

↑

ROE

-240.3%

↓

Gross Margin

20.0%

↓

Debt/Equity

-12.75

↓
52-Week Range$466
$106$469

TradingView lightweight chart

DELL price, volumen y niveles de valoración

Último $465.96Periodo +3761.2%
Fair value: $465.96

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2015–2026 · 11 años de histórico normalizado

Revenue CAGR

+7.0%

FCF CAGR

+13.8%

FCF margin

7.5%

FCF / Net income

1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.54B · net income $5.94B · FCF $8.55B

2015-FY → 2026-FY

Gross margin

20.0%+3.6% pts

Operating margin

7.4%+8.0% pts

Net margin

5.2%+7.5% pts

FCF margin

7.5%+3.7% pts
MetricTTM
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Income Statement
Revenue$113.54B$113.54B$95.57B$88.42B$102.30B$101.20B$86.67B$84.81B$90.62B$78.66B$61.64B$50.91B$54.14B
Net Income$5.94B$5.94B$4.59B$3.39B$2.44B$5.56B$3.25B$4.62B$-2.31B$-2.85B$-1.67B$-1.10B$-1.22B
EBITDA$11.85B$11.85B$9.59B$8.89B$7.66B$9.21B$9.07B$8.51B$7.55B$6.22B$1.69B$2.36B$2.66B
EPS8.688.686.384.553.24—2.143.06—————
Gross Margin20.0%20.0%22.2%23.8%22.2%21.6%23.2%24.3%27.6%26.1%21.0%16.5%16.4%
Operating Margin7.4%7.4%7.0%6.7%5.6%4.6%4.3%2.8%-0.2%-3.1%-5.3%-1.0%-0.6%
Net Margin5.2%5.2%4.8%3.8%2.4%5.5%3.7%5.4%-2.5%-3.6%-2.7%-2.2%-2.3%
Balance Sheet
Debt/Equity-12.75-12.75-16.58-11.67-9.48-12.5413.26-28.16-8.534.723.257.26—
Current Ratio0.950.95———————————
Cash Flow
Free Cash Flow$8.55B$8.55B$1.87B$5.92B$562.0M$7.51B$9.32B$6.71B$5.49B$5.63B$1.61B$1.68B$2.07B
Returns
ROE-240.3%-240.3%-309.9%-152.1%-78.2%-330.1%131.1%-293.3%40.1%-30.5%-12.6%-75.3%—
Valuation
P/E53.7453.7416.6718.9913.04————————
EV/EBITDA28.5728.5710.178.956.89————————
Growth & Yield
Revenue Growth18.8%18.8%8.1%-13.6%—16.8%2.2%-6.4%15.2%27.6%21.1%-6.0%—
EPS Growth36.1%36.1%40.3%40.3%——-30.0%——————
Dividend Yield0.5%0.5%———————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

68.3%

muy exigente

EPS terminal req.

$41.35

Spread vs growth

-32.2%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$50.03

Spread vs growth

-5.9%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$80.57

Spread vs growth

11.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +319.3%

Total return

+319.3%

Start / end P/E

17.4x → 53.7x

EPS bridge

6.38 → 8.68

Residual

+74.9%

EPS growth+36.1%
Multiple rerating+207.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term+74.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.