Dell Technologies Inc vs Rockwell Automation — how do they compare? Dell Technologies Inc trades at $582.41 (market cap $368.11B), while Rockwell Automation trades at $434.15 (market cap $49.07B). The key difference: Dell Technologies Inc is far larger — about 7.5× Rockwell Automation's market cap, and Rockwell Automation pays the higher dividend (1.25%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Rockwell Automation for 74 Days on average.
| DELL | ROK | |
|---|---|---|
Market Cap | $368.11B | $49.07B |
Volume | 3,975,387 | 783,067 |
Sector | Technology | Industrials |
52-Week High | $588.67 | $495.08 |
52-Week Low | $111.10 | $333.75 |
Typical Hold Time | 57 Days | 74 Days |
Enterprise Value | $391.01B | $52.21B |
Dividend Yield | 0.44% | 1.25% |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $574.74, up 0.16% today, with a bullish technical outlook from moving averages and a consensus analyst price target of $566.35. The stock is buoyed by strong AI server demand, with Q2 2026 EPS of $7.04 beating estimates by 43% and revenue guidance for fiscal 2027 raised to approximately $192 billion. Recent news highlights a 20% dividend increase and a $74 billion AI server backlog, though the RSI suggests mild overbought conditions near resistance at $584.
The outlook for Dell is positive, driven by explosive growth in AI infrastructure orders and robust financial performance. Key opportunities include expanding profit margins and capital returns, while risks involve execution on the large backlog, competitive pressures in the server market, and reliance on continued AI investment trends. The stock's valuation at a P/E of 33.68 reflects high growth expectations.
Rockwell Automation (ROK) trades at $434.14, down 3.68% on the day, with a bullish technical signal from moving averages. The company has beaten earnings estimates for the last three quarters, with Q3 2026 results pending. Revenue for 2025 was $8.34 billion, with a net income margin of 13.38%. Recent news highlights its leadership in industrial automation and digital transformation, including partnerships in AI-enabled cyber defense.
The outlook is supported by strong profitability and analyst consensus, but high valuation multiples and competitive pressures pose risks. The consensus price target of $489.89 suggests potential upside, though investors should monitor earnings sustainability and macroeconomic factors affecting industrial demand.
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →