DELL vs WDC
Dell Technologies and Western Digital, both Technology
Dell Technologies is the larger company at $265B against $257B. On trailing earnings WDC is the cheaper of the two at a P/E of 19.4 against 37.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year WDC returned +538% against +266% for DELL. Ryufin's sector-relative Smart Score puts WDC ahead, 10/10 against 6/10.
| Figure | DELL | WDC |
|---|---|---|
| Last close | $464 | $470 |
| Market cap | $265B | $257B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 37.0 | 19.4 |
| Dividend yield | 0.5% | n/a |
| 1-year return | +266% | +538% |
| 5-year return | +942% | +861% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 10/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Dell Technologies
Revenue of $44B in Q1 2027, net income $3.4B. Its largest reported line is AI Optimized Servers And Networking, 33% of the disclosed total.
Western Digital
Revenue of $3.7B in Q4 2026, net income $3.2B. Its largest reported line is Cloud, 89% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.