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Stock Comparison · Structural lead, mixed market

Dell Technologies vs Umicore: Which Stock Looks Stronger in 2026?

Dell Technologies holds the cleaner structural position, with the lead spread across profitability and stability. Umicore still has the edge on growth, which keeps the comparison from looking entirely one-sided. The market setup is broadly comparable for both — no clear directional signal from price behavior. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both profitability and stability materially support the lead. The overall score gap is 12 points in favour of Dell Technologies Inc..

Trajectory Similarity
0.69
Moderately similar
Peer-set rank: #49
within Dell Technologies Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity points to a meaningful structural match, though not a tight one.

The clearest structural overlap shows up in investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
DELL
Dell Technologies Inc.
65
Peer-Score
Signal qualityMedium
vs
UMI.BR
Umicore SA
53
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: DELL vs UMI.BR Profitability 52 13 Stability 40 13 Valuation 83 87 Growth 80 100 DELL UMI.BR
Gap Ranking
#1 Profitability +39
#2 Stability +27
#3 Growth +20
#4 Valuation +4
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for DELL and UMI.BR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer DELLUMI.BR Relative valuation Structural strength

Dell Technologies Inc. looks stronger, but the price setup still looks more supportive for Umicore SA.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Dell Technologies Inc. sits in the stronger part of the group on profitability, while Umicore SA is closer to mid-pack.
Stability
Dell Technologies Inc. sits higher in the group on stability, adding to the overall structural advantage.
Profitability — Dominant Gap
DELL
52
UMI.BR
13
Gap+39in favour of DELL

Capital efficiency adds support, with a 23.7-point ROIC advantage.

What keeps the gap from being one-sided

A meaningful counterforce remains in growth, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The lead is built on both profitability and stability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the DELL vs UMI.BR comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how DELL and UMI.BR each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.