Dell Technologies Inc vs McKesson Corporation — how do they compare? Dell Technologies Inc trades at $582.05 (market cap $368.11B), while McKesson Corporation trades at $930 (market cap $108.46B). The key difference: Dell Technologies Inc is far larger — about 3.4× McKesson Corporation's market cap, and Dell Technologies Inc pays the higher dividend (0.44%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and McKesson Corporation for 74 Days on average.
| DELL | MCK | |
|---|---|---|
Market Cap | $368.11B | $108.46B |
Volume | 3,975,387 | 712,607 |
Sector | Technology | Health |
52-Week High | $588.67 | $995.69 |
52-Week Low | $111.10 | $725.17 |
Typical Hold Time | 57 Days | 74 Days |
Enterprise Value | $391.01B | $115.00B |
Dividend Yield | 0.44% | 0.4% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies 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 bullish moving average signal. Recent earnings have consistently beaten expectations, with Q2 2026 EPS of $7.04 surpassing estimates by 43%. The company raised its fiscal 2027 AI server revenue forecast to $74 billion, reflecting strong business momentum and operational discipline.
Dell presents compelling growth prospects with AI server backlog reaching $95 billion and raised revenue guidance. However, investors should monitor execution risks in scaling AI infrastructure and competitive pressures. The stock trades at a premium valuation (P/E 33.68) that requires sustained earnings growth. Analyst consensus remains bullish with 55.6% buy ratings and $566.35 price target.
McKesson Corporation (MCK) trades at $910.33, down 1.23% today, but maintains strong analyst support with 80.65% buy ratings and a $956.43 consensus price target. The stock shows bullish technical momentum with recent earnings beats and a major distribution agreement extension with CVS Health through 2032. Revenue growth has accelerated from $264B in 2022 to $359B in 2025, though net margins remain thin at 1.12%.
MCK presents a compelling growth story with consistent earnings outperformance and strategic partnerships driving long-term visibility. However, investors face risks from margin compression, drug pricing pressures, and high leverage with negative shareholder equity. The current valuation at 24.42x P/E appears reasonable given the company's market leadership and oncology growth prospects.
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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 →