Dell Technologies Inc vs Zoom Video Communications, Inc. — how do they compare? Dell Technologies Inc trades at $473.6 (market cap $284.93B), while Zoom Video Communications, Inc. trades at $104.01 (market cap $31.10B). The key difference: Dell Technologies Inc is far larger — about 9.2× Zoom Video Communications, Inc.'s market cap, and Dell Technologies Inc pays a 0.57% dividend while Zoom Video Communications, Inc. pays none. Which is the better fit depends on your goals.
| DELL | ZM | |
|---|---|---|
Market Cap | $284.93B | $31.10B |
Sector | Technology | Technology |
52-Week High | $467.27 | $111.88 |
52-Week Low | $111.10 | $69.96 |
Enterprise Value | $304.51B | $23.44B |
Dividend Yield | 0.57% | — |
Signals from Pluang's Aura AI — not financial advice
Dell Technologies stock trades at $467.28, up 2.04% today, with strong bullish momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with moving averages supporting upward trends, while fundamentals show revenue growth to $95.57B in 2025 and a net income margin of 6.28%. Analyst consensus is positive with a $503.76 price target, reflecting optimism around Dell's positioning in the AI infrastructure market.
The outlook for Dell remains favorable due to robust AI-driven server demand and solid financial performance, though risks include valuation concerns at a P/E of 35.14 and competitive pressures. Investors should weigh the growth potential against potential margin compression and market volatility.
Zoom Communications (ZM) trades at $103.75, down 3.22% on the day, near the analyst consensus low price target of $104.00. The stock shows a bullish technical trend per moving averages, though oscillators indicate overbought conditions. Fundamentally, revenue grew to $4.67 billion in 2025 with a strong net income margin of 41.99%, while recent earnings beat expectations in Q1 2026. Analyst sentiment is mixed with a 38.78% buy rating, and insider selling has been notable in recent weeks.
The outlook for ZM hinges on continued execution amid competitive pressures. Upside exists if the company meets Q2 2026 EPS expectations of $1.48 and sustains high profitability, but risks include insider selling trends and potential growth deceleration. The stock's valuation at a P/E of 15.62 appears reasonable if earnings growth persists.
Trailing returns across standard periods
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 →