DELL
Dell Technologies Inc.
DELL's fundamentals are strong: revenue grew 49% and free cash flow grew 76%. At 22x earnings, it's trading above its usual 18x. Analysts expect that strong growth to continue, though they disagree widely on how much.
OPEN
Opendoor Technologies Inc.
There isn't enough reported data to score OPEN yet.
DELL Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Healthy | |
| Healthy |
DELL's revenue, profitability, cash flow and balance sheet are all currently healthy.
OPEN Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| N/A | |
| N/A |
OPEN's revenue and profitability are currently under pressure. Free cash flow and net leverage aren't meaningful measures for real estate companies like OPEN.
DELL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $187 | -50% |
| Forward | 12x | $371 | — |
| Fair | 18x | $313 | -16% |
| Current | 22x | $371 | — |
| Expensive | 26x | $444 | +20% |
Historical ranges are pointers, not guarantees.
DELL's PE is in its expensive range at 22x. If earnings grow as analysts expect, today's price would be 12x next year's earnings, in its cheap range.
OPEN PE Valuation
OPEN has no meaningful PE right now: it lost money over the past year.
DELL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Improving | |
| Limited | |
| Low |
DELL has the edge over OPEN on the outlook, with more favorable earnings expectations.
OPEN Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect OPEN's losses to grow, with revenue growing. However, they disagree widely on these estimates.
DELL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $29.83 | +74% |
| Q3 2026 | $17.19 | +153% |
| Q2 2026 | $12.55 | +100% |
| Q1 2026 | $8.68 | +40% |
| Q4 2025 | $7.50 | +33% |
| Q3 2025 | $6.80 | +25% |
| Q2 2025 | $6.27 | +28% |
| Q1 2025 | $6.22 | +43% |
| Q4 2024 | $5.65 | +55% |
DELL has the edge over OPEN on earnings quality, reporting a profit while its opponent remains loss making.
OPEN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.00 | -$1.56 |
| Q2 2026 | -$1.89 | -$1.46 |
| Q1 2026 | -$1.76 | -$1.24 |
| Q4 2025 | -$1.70 | -$1.14 |
| Q3 2025 | -$0.44 | +$0.09 |
| Q2 2025 | -$0.43 | +$0.15 |
| Q1 2025 | -$0.52 | -$0.10 |
| Q4 2024 | -$0.56 | -$0.14 |
OPEN lost $2.00 per share over the past year, and its loss has widened in each of the last five quarters.
DELL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $47B | +58% |
| Q2 2026 | $43.8B | +88% |
| Q1 2026 | $33.4B | +39% |
| Q4 2025 | $27B | +11% |
| Q3 2025 | $29.8B | +19% |
| Q2 2025 | $23.4B | +5.1% |
| Q1 2025 | $23.9B | +7.2% |
| Q4 2024 | $24.4B | +9.5% |
DELL has the edge over OPEN on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +5.5 points |
| Q2 2026 | 8.3% | +3.4 points |
| Q1 2026 | 9.3% | +0.2 points |
| Q4 2025 | 7.8% | +1 points |
| Q3 2025 | 6% | +0.6 points |
| Q2 2025 | 5% | +0.8 points |
| Q1 2025 | 9% | +2.3 points |
| Q4 2024 | 6.8% | +0.2 points |
DELL has the edge over OPEN on profitability, with a higher operating margin.
OPEN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1B | +12% |
| Q2 2026 | $883M | -44% |
| Q1 2026 | $720M | -38% |
| Q4 2025 | $736M | -32% |
| Q3 2025 | $915M | -34% |
| Q2 2025 | $1.6B | +3.7% |
| Q1 2025 | $1.2B | -2.4% |
| Q4 2024 | $1.1B | +25% |
OPEN's revenue is recovering but still below its 2022 peak: $1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -18% | -11 points |
| Q2 2026 | -16% | -16 points |
| Q1 2026 | -22% | -17 points |
| Q4 2025 | -20% | -12 points |
| Q3 2025 | -7.4% | -2.6 points |
| Q2 2025 | -0.8% | +3.9 points |
| Q1 2025 | -4.9% | +2.5 points |
| Q4 2024 | -8.7% | +4.6 points |
OPEN's operating margin was −18% last quarter, down 11 points from the same quarter a year ago.
DELL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $986M | -47% |
| Q2 2026 | $3.1B | +40% |
| Q1 2026 | $4B | +$4.1B |
| Q4 2025 | $503M | -45% |
| Q3 2025 | $1.9B | +184% |
| Q2 2025 | $2.2B | +398% |
| Q1 2025 | -$150M | -119% |
| Q4 2024 | $914M | -37% |
DELL has the edge over OPEN on cash generation, producing positive trailing cash flow while its opponent burns cash.
OPEN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$836M | -294% |
| Q2 2026 | -$723M | -188% |
| Q1 2026 | -$250M | +$33M |
| Q4 2025 | $67M | +$150M |
| Q3 2025 | $432M | +671% |
| Q2 2025 | $821M | +$1.2B |
| Q1 2025 | -$283M | -$97M |
| Q4 2024 | -$83M | +$468M |
OPEN's free cash flow was −$1.7B over the past year, against $887M the year before. Free cash flow isn't a meaningful measure for real estate companies like OPEN.
DELL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -4M shares |
| 1 year | -5% | -34M shares |
| 3 years | -12% | -86M shares |
| 5 years | -58% | -899M shares |
| Available history | -56% | -828M shares |
DELL has the edge over OPEN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.8B |
| Q2 2026 | $1.6B |
| Q1 2026 | $1.8B |
| Q4 2025 | $1.2B |
| Q3 2025 | $940M |
| Q2 2025 | $2B |
| Q1 2025 | $734M |
| Q4 2024 | $429M |
DELL spent $8.5B buying back its own shares over the past year, up 109% from the year before.
OPEN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -16.3M shares |
| 1 year | +30% | +220M shares |
| 3 years | +42% | +282M shares |
| 5 years | +61% | +361M shares |
| Available history | +1042% | +866M shares |
OPEN has 949M diluted shares, up 30% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
DELL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.4x | Healthy |
| Q1 2026 | 1.8x | Healthy |
| Q4 2025 | 2.1x | Moderate |
| Q3 2025 | 2.1x | Moderate |
| Q2 2025 | 2.2x | Moderate |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 2.3x | Moderate |
DELL's net debt is about 1.3 years of its operating earnings (EBITDA), down from 2.1 years a year ago.
OPEN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 337.2x | High |
OPEN's net debt is more than 20 years of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for real estate companies like OPEN.
DELL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.4 | Neutral |
| Stochastic | 17.5 | Oversold |
DELL's weekly RSI is 45 (neutral) and its Stochastic is 18 (oversold).
OPEN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 20.6 | Oversold |
| Stochastic | 1.2 | Oversold |
OPEN's weekly RSI is 21 (oversold) and its Stochastic is 1 (oversold).
DELL PE vs Technology Sector
| Metric | DELL | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 28x | 23% below |
| PE % | 66 | 35 | 31 pts above |
DELL is trading at 22x earnings, a 23% discount to the Technology sector's median of 28x.
OPEN PE vs Real Estate Sector
OPEN has no meaningful PE right now: it lost money over the past year.
DELL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $468.0 | 21% below |
| 20 week MA | $465.7 | 20% below |
| 50 week MA | $307.3 | 21% above |
| 100 week MA | $212.9 | 74% above |
| 200 week MA | $149.7 | 148% above |
DELL has the edge over OPEN on trend strength, trading above more of its moving averages.
OPEN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.97 | 37% below |
| 20 week MA | $3.00 | 59% below |
| 50 week MA | $4.37 | 72% below |
| 100 week MA | $3.74 | 67% below |
| 200 week MA | $3.13 | 60% below |
OPEN is in a downtrend: it's below all five of its weekly moving averages, and 60% below its 200-week average.
DELL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.8 | $37.0 | +43% |
| 2021 | $37.0 | $55.9 | +51% |
| 2022 | $55.9 | $39.1 | -30% |
| 2023 | $39.1 | $76.5 | +96% |
| 2024 | $76.5 | $117.3 | +53% |
| 2025 | $117.3 | $129.2 | +10% |
| 2026 YTD | $129.2 | $371.2 | +187% |
DELL has the edge over OPEN on returns for 2026, with the stronger performance.
OPEN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $27.4 | +150% |
| 2021 | $27.4 | $14.9 | -46% |
| 2022 | $14.9 | $1.02 | -93% |
| 2023 | $1.02 | $4.48 | +339% |
| 2024 | $4.48 | $1.67 | -63% |
| 2025 | $1.67 | $6.01 | +260% |
| 2026 YTD | $6.01 | $1.24 | -79% |
OPEN's yearly returns have swung widely, from +339% in 2023 to −93% in 2022. It's down 79% so far in 2026.