Bristol-Myers Squibb Co vs Dell Technologies Inc — how do they compare? Bristol-Myers Squibb Co trades at $63.79 (market cap $129.94B), while Dell Technologies Inc trades at $482.32 (market cap $284.93B). The key difference: Dell Technologies Inc is far larger — about 2.2× Bristol-Myers Squibb Co's market cap, and Bristol-Myers Squibb Co pays the higher dividend (3.96%). Which is the better fit depends on your goals.
| BMY | DELL | |
|---|---|---|
Market Cap | $129.94B | $284.93B |
Sector | Health | Technology |
52-Week High | $65.89 | $467.27 |
52-Week Low | $42.60 | $111.10 |
Enterprise Value | $163.92B | $304.51B |
Dividend Yield | 3.96% | 0.57% |
Signals from Pluang's Aura AI — not financial advice
Bristol Myers Squibb (BMY) trades at $63.88, down 1.48% on the day, with strong technical momentum indicated by bullish moving averages and ADX signals. The company demonstrates robust fundamentals with a 14.01 P/E ratio, 18.87% net income margin, and consistent earnings beats in recent quarters. Recent developments include a $2.3 billion manufacturing investment in Houston and strategic AI collaboration with Schrödinger.
BMY presents a compelling investment case with attractive valuation metrics and strong profitability, though investors face risks from patent expirations and debt levels. Analyst consensus suggests 7% upside to the $68.56 price target, with the stock offering dividend income alongside growth potential from pipeline developments and potential M&A activity.
Dell Technologies stock trades at $478.30, up 4.45% in the last session, reflecting strong momentum amid AI-driven server demand. Recent earnings have consistently beaten estimates, with Q1 2026 EPS of $4.86 surpassing the $2.96 forecast. The technical outlook is bullish, with the price above key moving averages, while fundamentals show revenue growth to $95.57 billion in 2025 and a net income margin of 6.28%.
The outlook remains positive given robust analyst sentiment, with a consensus price target of $503.76 implying upside. Key risks include valuation concerns at a P/E of 35.14 and potential margin pressure from memory shortages. Continued execution on AI server backlog and commercial PC refresh cycles are critical for sustained growth.
Trailing returns across standard periods
Latest headlines on both assets
Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
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