Dell Technologies Inc vs Northrop Grumman Corporation — how do they compare? Dell Technologies Inc trades at $581.06 (market cap $365.31B), while Northrop Grumman Corporation trades at $480.27 (market cap $68.83B). The key difference: Dell Technologies Inc is far larger — about 5.3× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays the higher dividend (2.04%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Northrop Grumman Corporation for 81 Days on average.
| DELL | NOC | |
|---|---|---|
Market Cap | $365.31B | $68.83B |
Volume | 5,121,365 | 1,081,989 |
Sector | Technology | Industrials |
52-Week High | $588.67 | $768.02 |
52-Week Low | $111.10 | $473.46 |
Typical Hold Time | 57 Days | 81 Days |
Enterprise Value | $388.20B | $82.81B |
Dividend Yield | 0.44% | 2.04% |
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.
Northrop Grumman (NOC) trades at $473.46, down 2.0% on the day, reflecting a bearish technical signal amid recent contract loss news. The stock exhibits strong fundamentals with a P/E of 15.05, net income margin of 10.48%, and consistent earnings beats in recent quarters. Revenue growth is steady, supported by a record backlog, though the loss of the $20 billion Navy F/A-XX contract to Boeing introduces competitive pressure.
The outlook remains supported by robust defense budgets and key programs like the B-21 bomber, but investor sentiment is cautious near-term. Analyst consensus is bullish with a $600.62 price target, though technical indicators suggest potential near-term weakness. Risks include contract dependencies and macroeconomic shifts in defense spending.
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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 →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →