Dell Technologies (DELL) vs Western Digital (WDC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Dell Technologies (DELL) has outperformed Western Digital (WDC) over the past year, gaining 283.7% versus a gain of 238.0%. Over five years, DELL leads with a +960.5% price change compared with +868.0% for WDC. Dell Technologies is the larger company by market cap ($368.11 billion vs $151.76 billion), about 2.4 times the size, while Western Digital is growing revenue faster (+35.7% vs +18.8%).
On valuation, Western Digital trades at a lower forward P/E (12.7x vs 19.9x for Dell Technologies). Dell Technologies offers the higher dividend yield (0.40% vs 0.12%). Western Digital converts more of its revenue into profit, with a net margin of 72.9% versus 5.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | DELL | WDC |
|---|---|---|
| Share price | $578.96 | $405.42 |
| Market cap | $368.11B | $151.76B |
| 1-day change | +0.86% | -1.37% |
| YTD return | +359.93% | +135.34% |
| 1-year return | +283.75% | +238.05% |
| 5-year return | +960.52% | +868.00% |
| P/E ratio (TTM) | 33.66 | 15.06 |
| Forward P/E | 19.88 | 12.74 |
| EPS (TTM) | $17.20 | $26.92 |
| Dividend yield | 0.40% | 0.12% |
| Annual dividend | $2.31 | $0.50 |
| Revenue (latest FY) | $113.54B | $12.92B |
| Revenue growth (YoY) | +18.80% | +35.70% |
| Net income (latest FY) | $5.94B | $9.42B |
| Gross margin | 20.00% | 48.85% |
| Operating margin | 7.18% | 34.47% |
| Net margin | 5.23% | 72.95% |
| 52-week high | $595.51 | $799.87 |
| 52-week low | $110.22 | $112.52 |
| Distance from 52-week high | -2.78% | -49.31% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +1.21% | +66.12% |
| Average volume | 7.57M | 7.66M |
| Shares outstanding | 315.43M | 374.32M |
| Employees | 97,000 | 40,000 |
| Sector | Technology | Technology |
| Industry | Computer Manufacturing | Electronic Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Dell Technologies is about 2.4 times larger than Western Digital by market value ($368.11B vs $151.76B).
- DELL has outperformed WDC by 45.7 percentage points over the past year.
- Dell Technologies trades at a higher earnings multiple (33.7x vs 15.1x trailing P/E).
- Western Digital is more profitable, keeping 72.9 cents of every revenue dollar as net income versus 5.2 cents for Dell Technologies.
- Western Digital grew revenue faster in its latest fiscal year (+35.70% vs +18.80%).
About Dell Technologies
DELL stock →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.
Technology · Computer Manufacturing · 97,000 employees
About Western Digital
WDC stock →Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories.
Technology · Electronic Components · 40,000 employees
DELL vs WDC FAQ
Which is bigger, Dell Technologies or Western Digital?
Dell Technologies (DELL) is larger, with a market capitalization of $368.11B compared with $151.76B for Western Digital (WDC).
Which stock has performed better over the past year, DELL or WDC?
DELL returned +283.75% over the past 12 months, compared with +238.05% for WDC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, DELL or WDC?
WDC has the lower trailing P/E at 15.1, versus 33.7 for DELL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Dell Technologies or Western Digital?
Dell Technologies has the higher yield at 0.40%, compared with 0.12% for Western Digital.
Are Dell Technologies and Western Digital in the same industry?
Both are in the Technology sector, but in different industries: Computer Manufacturing for Dell Technologies and Electronic Components for Western Digital.