DELL vs HPE

For growth investors, Dell Technologies Inc.

(DELL) is the stronger pick with 18. 8% revenue growth year-over-year, versus 14. 1% for Hewlett Packard Enterprise Company (HPE). Analysts rate Dell Technologies Inc. (DELL) a "Buy" — based on 43 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Dell Technologies Inc.

(DELL) delivered a total return of +386. 8%, compared to +100. 9% for Hewlett Packard Enterprise Company (HPE). Over 10 years, the gap is even starker: DELL returned +1938% versus HPE's +278. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Hewlett Packard Enterprise Company (HPE) is the lower-risk stock at 1.

62β versus Dell Technologies Inc. 's 1. 62β — meaning DELL is approximately 0% more volatile than HPE relative to the S&P 500.

By revenue growth (latest reported year), Dell Technologies Inc.

(DELL) is pulling ahead at 18. 8% versus 14. 1% for Hewlett Packard Enterprise Company (HPE). On earnings-per-share growth, the picture is similar: Dell Technologies Inc. grew EPS -100. 0% year-over-year, compared to -102. 3% for Hewlett Packard Enterprise Company. Over a 3-year CAGR, HPE leads at 6. 9% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Dell Technologies Inc.

(DELL) is the more profitable company, earning 5. 2% net margin versus 0. 2% for Hewlett Packard Enterprise Company — meaning it keeps 5. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DELL leads at 7. 2% versus 4. 8% for HPE. At the gross margin level — before operating expenses — HPE leads at 28. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Hewlett Packard Enterprise Company (HPE) trades at 12.

6x forward P/E versus 23. 9x for Dell Technologies Inc. — 11. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HPE: -5. 4% to $28. 71.

In this comparison, HPE (2.

0% yield) pays a dividend. DELL does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Dell Technologies Inc.

(DELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+1938% 10Y return). Hewlett Packard Enterprise Company (HPE) carries a higher beta of 1. 62 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (DELL: +1938%, HPE: +278. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: DELL is a mid-cap high-growth stock; HPE is a mid-cap quality compounder stock. HPE pays a dividend while DELL does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.