DELL vs HPQ vs HPE vs MSFT

For growth investors, Dell Technologies Inc.

(DELL) is the stronger pick with 18. 8% revenue growth year-over-year, versus 3. 2% for HP Inc. (HPQ). HP Inc. (HPQ) offers the better valuation at 7. 9x trailing P/E (7. 3x forward), making it the more compelling value choice. 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.

On trailing P/E, HP Inc.

(HPQ) is the cheapest at 7. 9x versus Microsoft Corporation at 30. 9x. On forward P/E, HP Inc. is actually cheaper at 7. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: HP Inc. wins at 1. 27x versus Microsoft Corporation's 1. 35x — a reasonable growth-adjusted valuation.

Over the past 5 years, Dell Technologies Inc.

(DELL) delivered a total return of +364. 0%, compared to -26. 1% for HP Inc. (HPQ). Over 10 years, the gap is even starker: DELL returned +1868% versus HPQ's +157. 9%. 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), Microsoft Corporation (MSFT) is the lower-risk stock at 0.

89β versus Dell Technologies Inc. 's 1. 62β — meaning DELL is approximately 83% more volatile than MSFT relative to the S&P 500. On balance sheet safety, Microsoft Corporation (MSFT) carries a lower debt/equity ratio of 33% versus 90% for Hewlett Packard Enterprise Company — giving it more financial flexibility in a downturn.

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

(DELL) is pulling ahead at 18. 8% versus 3. 2% for HP Inc. (HPQ). On earnings-per-share growth, the picture is similar: Microsoft Corporation grew EPS 15. 6% year-over-year, compared to -102. 3% for Hewlett Packard Enterprise Company. Over a 3-year CAGR, MSFT leads at 12. 4% 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.

Microsoft Corporation (MSFT) is the more profitable company, earning 36.

1% net margin versus 0. 2% for Hewlett Packard Enterprise Company — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MSFT leads at 45. 6% versus 4. 8% for HPE. At the gross margin level — before operating expenses — MSFT leads at 68. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, HP Inc. (HPQ) is the more undervalued stock at a PEG of 1. 27x versus Microsoft Corporation's 1. 35x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, HP Inc. (HPQ) trades at 7. 3x forward P/E versus 25. 3x for Microsoft Corporation — 18. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MSFT: 31. 1% to $551. 75.

In this comparison, HPQ (5.

4% yield), HPE (2. 0% yield), MSFT (0. 8% yield) pay a dividend. DELL does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Microsoft Corporation (MSFT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

89), 0. 8% yield, +787. 7% 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 (MSFT: +787. 7%, HPE: +269. 0%), 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; HPQ is a mid-cap deep-value stock; HPE is a mid-cap quality compounder stock; MSFT is a mega-cap quality compounder stock. HPQ, HPE, MSFT pay 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.