Dell Technologies Inc vs McKesson Corporation — how do they compare? Dell Technologies Inc trades at $462.6 (market cap $295.64B), while McKesson Corporation trades at $798.07 (market cap $94.06B). The key difference: Dell Technologies Inc is far larger — about 3.1× McKesson Corporation's market cap, and Dell Technologies Inc pays the higher dividend (0.55%). Which is the better fit depends on your goals.
| DELL | MCK | |
|---|---|---|
Market Cap | $295.64B | $94.06B |
Sector | Technology | Health |
52-Week High | $466.02 | $995.69 |
52-Week Low | $111.10 | $659.01 |
Enterprise Value | $315.22B | $98.70B |
Dividend Yield | 0.55% | 0.41% |
Signals from Pluang's Aura AI — not financial advice
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.
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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 →McKesson is a leading wholesaler of branded, generic, and specialty pharmaceutical products to pharmacies (retail chains, independent, and mail order), hospitals networks, and healthcare providers. Along with AmerisourceBergen and Cardinal Health, the three account for well over 90% of the U.S. pharmaceutical wholesale industry. McKesson is currently divesting from its pharmaceutical wholesale and distribution in Europe and Canada in order to redeploy capital to strategic growth areas in the U.S. (oncology network and ecosystem, and biopharma services). Additionally, the company supplies medical-surgical products and equipment to healthcare facilities and provides a variety of technology solutions for pharmacies.
Read more on MCK →