Dell Technologies Inc vs Zoom Video Communications, Inc. — how do they compare? Dell Technologies Inc trades at $586.28 (market cap $365.31B), while Zoom Video Communications, Inc. trades at $97.74 (market cap $27.62B). The key difference: Dell Technologies Inc is far larger — about 13.2× Zoom Video Communications, Inc.'s market cap, and Dell Technologies Inc pays a 0.44% dividend while Zoom Video Communications, Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Zoom Video Communications, Inc. for 92 Days on average.
| DELL | ZM | |
|---|---|---|
Market Cap | $365.31B | $27.62B |
Volume | 5,121,365 | 3,913,188 |
Sector | Technology | Technology |
52-Week High | $588.67 | $111.88 |
52-Week Low | $111.10 | $72.72 |
Typical Hold Time | 57 Days | 92 Days |
Enterprise Value | $388.20B | $20.43B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $574.74, down 0.73% on the day, with a bullish technical signal and strong fundamental momentum. Recent earnings have consistently beaten estimates, with Q2 2026 EPS of $7.04 surpassing expectations by 43%. The company's AI server business is a key growth driver, with a backlog surging to $95 billion and fiscal 2027 revenue guidance raised to approximately $192 billion. Positive analyst sentiment is reflected in a 55.56% buy rating, though the stock trades above the consensus price target of $566.35.
The outlook for Dell is optimistic, driven by explosive AI server demand and robust financial performance. Investment opportunities include continued revenue growth and margin expansion, supported by a capital-light model. Risks include execution challenges in meeting high demand, competitive pressures, and market volatility. The stock's current valuation at a P/E of 33.42 may limit near-term upside if growth moderates.
Zoom (ZM) trades at $94.67, down 0.11% on the day, with a bullish technical signal from moving averages but neutral oscillators. The company reported strong profitability with a net income margin of 65.19% and ROE of 32.14% for 2025. Recent earnings beat expectations in Q1 and Q2 2026, while Q4 2025 missed. Analyst consensus price target is $118.08, implying significant upside. News highlights include AI product launches and board appointments, supporting growth initiatives.
The outlook for ZM is positive given its robust fundamentals, earnings momentum, and Wall Street's bullish stance. Key opportunities include AI-driven revenue growth and strategic investments. Risks involve competitive pressures, execution challenges, and market volatility. The stock presents a compelling case for growth investors, though careful monitoring of quarterly performance is advised.
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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →