Dell Technologies Inc vs Microchip Technology Inc. — how do they compare? Dell Technologies Inc trades at $572.13 (market cap $365.31B), while Microchip Technology Inc. trades at $74.86 (market cap $41.01B). The key difference: Dell Technologies Inc is far larger — about 8.9× Microchip Technology Inc.'s market cap, and Microchip Technology Inc. pays the higher dividend (2.41%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Microchip Technology Inc. for 62 Days on average.
| DELL | MCHP | |
|---|---|---|
Market Cap | $365.31B | $41.01B |
Volume | 5,121,365 | 9,972,516 |
Sector | Technology | Technology |
52-Week High | $588.67 | $102.97 |
52-Week Low | $111.10 | $49.02 |
Typical Hold Time | 57 Days | 62 Days |
Enterprise Value | $388.20B | $46.13B |
Dividend Yield | 0.44% | 2.41% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $578.96, up 0.9% with strong bullish momentum driven by AI server demand. The stock shows robust technical positioning above key support levels with a P/E of 33.42 and net income margin of 7.53%. Recent earnings beats and raised AI revenue guidance to $74 billion highlight operational strength. Analyst consensus remains positive with 55.6% buy ratings and a $566.35 price target.
Dell presents compelling growth prospects from its AI server backlog expansion and margin improvements, though elevated valuation and competitive pressures warrant caution. The company's guidance increase and dividend growth signal confidence, but investors should monitor execution risks in the rapidly evolving AI infrastructure market.
Microchip Technology (MCHP) trades at $78.02, down 3.99% today, amid a bearish technical signal. The company shows mixed fundamentals with strong recent earnings beats but a challenging 2025 with negative net income. Valuation metrics appear elevated with P/E of 111.06 and P/S of 8.08. Recent developments include the acquisition of Hailo and expansion of Ethernet and power portfolios targeting automotive and data center markets.
Outlook remains cautiously optimistic with analyst consensus at $110.50 (41% upside) and no sell ratings. Key opportunities include AI infrastructure demand and inventory normalization, while risks include high debt levels, competitive pressures, and semiconductor cycle volatility. The stock's performance hinges on execution of growth initiatives and market conditions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →