DELL
Dell Technologies Inc.$578.41Technology · Computer Hardware · 服务器 / EMS 代工 · as of 2026-10-06
估值
PE TTM33.6
PE NTM (混合)23.1
Fwd PE (Yahoo +1y)19.9
PEG NTM–
PEG (Yahoo)0.57
EV/EBITDA21.1
EV/Rev2.5
P/S2.4
FCF yield1.6%
Fwd PE 自身分位n=1,样本不足
增长 / 质量
Revenue TTM151.2B
Rev growth (yoy q)58%
Earnings growth273%
EPS +1y vs 0y-5%
Gross margin20%
Op margin12%
Net margin8%
FCF / OCF6.0B / 12.2B
Debt / Cash35.3B / 11.6B
Mkt cap / EV367.8B / 374.9B
共识 / 修正
Target mean584.0 (1%)
Rec mean (1=StrongBuy)1.83
SB/B/H/S6/14/9/0
Analysts25
+1y EPS up/down 30d4 / 0
+1y EPS chg 90d34%
Surprise avg 4q30.6%
Next earnings2026-11-27
FY end2027-01-30
价格 / 情绪
52w high / low595.5 / 110.2
vs 52w high-3%
Ret 1m / 3m11% / 39%
RS vs SPY 1m / 3m9% / 35%
Beta1.44
Short % float4.7%
Div yield0.46%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-10-31 | 6.56 | 6.41–7.37 | 153% | 4.23 | 22/0 | 49.2B | 82% |
| +1q | 2027-01-31 | 6.87 | 6.57–7.50 | 104% | 3.85 | 3/0 | 53.5B | 60% |
| 0y | 2027-01-31 | 25.90 | 25.50–28.93 | 151% | 18.37 | 23/0 | 193.4B | 70% |
| +1y | 2028-01-31 | 24.66 | 9.67–30.19 | 1% | 18.35 | 4/0 | 225.4B | 17% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-10-31 | 2.59 | 2.48 | 4.6% |
| 2026-01-31 | 3.89 | 3.51 | 10.7% |
| 2026-04-30 | 4.86 | 2.96 | 64.0% |
| 2026-07-31 | 7.04 | 4.92 | 43.1% |
价格(1 年)与 Forward PE 快照历史
Forward PE 历史区间:每日快照累积中(目前 1 天)