Booz Allen Hamilton Holding Corporation vs Dell Technologies Inc — how do they compare? Booz Allen Hamilton Holding Corporation trades at $63.59 (market cap $7.62B), while Dell Technologies Inc trades at $461.49 (market cap $295.64B). The key difference: Dell Technologies Inc is far larger — about 38.8× Booz Allen Hamilton Holding Corporation's market cap, and Booz Allen Hamilton Holding Corporation pays the higher dividend (3.71%). Which is the better fit depends on your goals.
| BAH | DELL | |
|---|---|---|
Market Cap | $7.62B | $295.64B |
Sector | Industrials | Technology |
52-Week High | $115.95 | $466.02 |
52-Week Low | $59.71 | $111.10 |
Enterprise Value | $11.02B | $315.22B |
Dividend Yield | 3.71% | 0.55% |
Signals from Pluang's Aura AI — not financial advice
Booz Allen Hamilton (BAH) trades at $64.80, up 3.25% in the last session, with a bearish technical signal but strong fundamentals including a P/E of 9.39 and net income margin of 7.59%. Recent earnings beat expectations in Q4 2025 and Q1 2026, while Q3 2025 missed. The company announced a partnership with OpenAI and an acquisition to bolster its defense technology portfolio, signaling strategic growth in AI and national security sectors.
Outlook is mixed: analyst consensus price target of $78.17 suggests 20% upside, supported by robust cash flow and government contracts, but risks include high debt levels and market volatility. The stock's current price near the low end of analyst targets indicates potential value, though technical indicators warn of short-term pressure.
Dell Technologies (DELL) trades at $426.9, down 1.87% on the day, but remains in a bullish technical trend with strong fundamental momentum. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $4.86 significantly exceeding the $2.96 forecast. Revenue for 2025 reached $95.57 billion, with a net income margin improving to 4.8%. Analyst sentiment is overwhelmingly positive, with a consensus price target of $487.06, suggesting substantial upside from current levels.
The outlook for DELL is favorable, driven by its position in AI infrastructure and partnerships with leaders like Nvidia. Key opportunities include projected revenue growth to $134 billion in 2026 and expanding profitability. Risks involve competitive pressures in the PC market, memory chip supply constraints, and macroeconomic sensitivity. The stock presents a compelling growth story, but investors should weigh execution risks against the strong analyst conviction.
Trailing returns across standard periods
Latest headlines on both assets
Booz Allen Hamilton Holding Corp is a provider of management consulting services to the U.S. government. Other services offered include technology, such as cloud computing and cybersecurity consulting, and engineering consulting. The consulting services are focused on defense, intelligence, and civil markets. In addition to the U.S. government, Booz Allen Hamilton provides its management and technology consulting services to large corporations, institutions, and nonprofit organizations. The company assists clients in long-term engagements around the globe.
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