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Dell Technologies Inc (DELL)

Technology Hardware, Storage and Peripherals
Tecnología
cíclico

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates in two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, support and deployment, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements; and offers payment and consumption solutions and services, such as as-a-Service, subscription, utility, leases, and loans, as well as fixed-term loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

Precio Actual

$138.91
-0.06% vs día anterior

Capitalización

93B

Desviación

-27.60%

Y/Y Growth

8.3%

EBIT Margin

8.9%

ROIC

17%

PEG Ratio

0.92

ROE

-168.8%

3Y EPS Growth

16.3%

Dividend Yield

1.28%

Net Debt / EBITDA

2.2x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
13.6%
CAGR EV/FCF (2025):
38.1%
CAGR Prom.:
11.1%
CAGR P/E:
9.7%
CAGR EV/EBITDA: 9.7%
CAGR EV/EBIT: 11.4%
Precio de compra para +15%:
$117.48

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
15x
(Fair: 41x)
EV/FCF
15x
EV/EBITDA
10x
EV/EBIT
14x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-155.44%
Media vs. Gold
+16.95%
Media vs. Bono USA 7-10y
+32.44%
Media vs. Bono USA 1-3y
+31.89%
Media vs. Bono USA 20+y
+34.02%
Media vs. Dow Jones
+20.53%
Media vs. S&P 500
+17.65%
Media vs. NASDAQ 100
+12.23%
Media vs. MSCI World
+20.27%
Media vs. Russell 2000
+22.14%
Media vs. STOXX Europe 600
+26.45%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento DELL
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
19.21%-1.40%+20.61%57.46%-38.26%4.29%+14.91%0.99%+18.22%0.69%+18.52%13.12%+6.08%16.85%+2.36%22.29%-3.08%20.22%-1.01%12.99%+6.22%13.34%+5.87%
2024
54.08%110.77%-56.69%26.96%+27.13%-3.73%+57.81%0.05%+54.04%-11.17%+65.25%12.80%+41.28%24.01%+30.07%30.78%+23.31%17.88%+36.20%10.80%+43.29%5.50%+48.58%
2023
87.04%153.66%-66.62%11.76%+75.29%-0.15%+87.19%0.98%+86.06%-2.54%+89.58%13.74%+73.30%24.73%+62.31%44.52%+42.52%21.92%+65.12%15.78%+71.26%11.67%+75.37%
2022
-29.41%-65.23%+35.81%0.78%-30.19%-15.93%-13.48%-5.00%-24.42%-31.00%+1.59%-9.40%-20.02%-19.95%-9.46%-33.89%+4.48%-19.70%-9.72%-22.50%-6.91%-13.29%-16.13%
2021
53.18%60.33%-7.16%-6.24%+59.41%-4.15%+57.33%-0.98%+54.16%-5.94%+59.11%20.23%+32.95%28.79%+24.38%23.20%+29.97%21.22%+31.96%15.39%+37.79%21.66%+31.51%
2020
40.19%301.93%-261.74%23.90%+16.28%8.33%+31.86%2.02%+38.17%15.12%+25.07%6.02%+34.17%15.29%+24.90%41.75%-1.56%12.94%+27.25%18.48%+21.70%-4.64%+44.83%
2019
9.06%88.85%-79.79%17.78%-8.72%5.55%+3.51%1.20%+7.86%10.91%-1.85%21.91%-12.85%28.34%-19.28%34.60%-25.54%25.23%-16.17%23.05%-13.99%23.42%-14.36%
2018
7.11%-71.79%+78.90%-3.12%+10.22%-0.97%+8.08%-0.24%+7.34%-3.17%+10.28%-6.03%+13.13%-7.01%+14.12%-5.30%+12.41%-11.16%+18.27%-13.00%+20.10%-13.42%+20.53%
2017
48.95%1,184.56%-1,135.61%11.93%+37.02%0.76%+48.19%-0.63%+49.58%6.03%+42.92%24.33%+24.62%18.42%+30.54%27.16%+21.80%19.45%+29.50%12.45%+36.50%7.16%+41.79%
2016
27.82%109.91%-82.08%6.53%+21.29%-1.15%+28.97%-0.02%+27.85%-1.91%+29.73%15.24%+12.58%11.24%+16.59%9.79%+18.03%6.53%+21.29%22.42%+5.41%1.33%+26.49%
Media31.72%187.16%-155.44%14.77%+16.95%-0.71%+32.44%-0.16%+31.89%-2.30%+34.02%11.20%+20.53%14.07%+17.65%19.49%+12.23%11.45%+20.27%9.59%+22.14%5.27%+26.45%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
10/4/20258.3%8.9%2.2x15x(25x)15x10x14x$191.87$187.43$197.54$216.05$236.29

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 3 años.

Dividend Yield Actual
1.28%
Basado en 2025
Crecimiento Promedio
16.12%
CAGR últimos 3 años
Años Consecutivos
2
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$1.78+20.27%
2024$1.48+12.12%
2023$1.32-
CAGR de Dividendos (2023 - 2025)
16.12%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2023
+87.04%
📉Worst Year
2022
-29.41%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

90%
9 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

DELL has demonstrated exceptional consistency with positive returns in 90% of years, qualifying as a Consistent Outperformer.