Dell Technologies vs ADP
On this page, Dell Technologies and ADP are compared across business models, financial performance, and market context. The content is neutral and accessible, outlining how each company operates, grows, and positions itself within the broader technology and services landscape. Educational content, not financial advice.
On this page, Dell Technologies and ADP are compared across business models, financial performance, and market context. The content is neutral and accessible, outlining how each company operates, grow...
Why It's Moving
Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum
- Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
- Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
- The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.
ADP boosts dividend for 51st straight year, embedding new healthcare tools for small businesses.
- Dividend jumps 10% from $1.54, yielding 2.6% annualized with a sustainable 60.81% payout ratio, backed by 12% average EPS growth over five years.
- Seamless Thatch integration automates ICHRA quoting, enrollment, and payroll deductions in RUN, easing healthcare access for small firms.
- Recent employment data shows 32,000 private jobs shed in November, with small businesses hit hardest, yet ADP's platforms position it to support clients navigating labor slowdowns.
Dell Gears Up for Key AI Conference Spotlight Amid Strong Recent Momentum
- Q3 revenue hit a record $27.0 billion, up 11% year-over-year, underscoring sustained growth in servers and AI solutions.
- Diluted EPS surged 39% to $2.28, reflecting improved profitability and operational efficiency.
- The upcoming fireside chat at the UBS conference highlights Dell's pivotal role in powering AI transformations for enterprises worldwide.
ADP boosts dividend for 51st straight year, embedding new healthcare tools for small businesses.
- Dividend jumps 10% from $1.54, yielding 2.6% annualized with a sustainable 60.81% payout ratio, backed by 12% average EPS growth over five years.
- Seamless Thatch integration automates ICHRA quoting, enrollment, and payroll deductions in RUN, easing healthcare access for small firms.
- Recent employment data shows 32,000 private jobs shed in November, with small businesses hit hardest, yet ADP's platforms position it to support clients navigating labor slowdowns.
Which Baskets Do They Appear In?
Tech Sector Volatility | China Trade Risk Exposure
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Published: October 12, 2025
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Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketWhich Baskets Do They Appear In?
Tech Sector Volatility | China Trade Risk Exposure
Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.
Published: October 12, 2025
Explore BasketAI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketInsider Confidence: What's Next for Stock Moves?
Tesla CEO Elon Musk's recent $1 billion stock purchase has boosted investor confidence, causing the share price to surge. This highlights a potential investment strategy focusing on companies where significant insider buying signals strong leadership conviction in future growth.
Published: September 16, 2025
Explore BasketInsider Stock Ownership Explained | CEO Investment
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Published: September 16, 2025
Explore BasketAI Infrastructure Investment Overview | Dell Results
Dell's recent earnings revealed a massive surge in demand for its AI servers, beating expectations. This highlights a significant investment opportunity in the companies that supply the essential hardware and components powering the AI infrastructure boom.
Published: August 31, 2025
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Published: August 29, 2025
Explore BasketThe AI Data Center Build-Out
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Published: August 29, 2025
Explore BasketPowering The PC Resurgence
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Published: August 14, 2025
Explore BasketPowering The AI Revolution: The Hardware Backbone
Foxconn's record profits, driven by AI server demand, signal a massive investment cycle in the physical infrastructure of artificial intelligence. This theme focuses on the essential companies that manufacture the servers, components, and data center hardware that form the backbone of the AI revolution.
Published: August 14, 2025
Explore Basket
Powering Amazon's $100B AI Expansion
Amazon's strong earnings were driven by its AWS cloud division, which is now set for a $100 billion infrastructure investment. This massive expansion creates a significant opportunity for companies that supply the essential hardware and components for data centers and AI.
Published: August 3, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
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Published: August 3, 2025
Explore BasketTech's Divergent Strength
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Published: July 25, 2025
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Published: July 15, 2025
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Published: July 11, 2025
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Published: July 3, 2025
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Published: July 3, 2025
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Explore BasketRace to Four Trillion
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Explore BasketInvestment Analysis
Pros
- Dell Technologies shows strong growth potential fueled by rising demand for AI-optimized servers and expanding partner ecosystem.
- The company has a favorable earnings outlook with expected double-digit year-over-year revenue and earnings growth in fiscal 2026.
- Dell trades at a discount relative to its sector, with a low forward price-to-sales ratio indicating potential value for investors.
Considerations
- Dell faces high stock price volatility and market sentiment characterized by fear and neutrality, reflecting some investor uncertainty.
- Persistent supply chain challenges and competitive pressures in the technology sector present execution risks for Dell’s growth plans.
- The company’s price-to-earnings and price-to-book ratios are higher than the sector average, suggesting valuation concerns compared to peers.
ADP
ADP
Pros
- Automatic Data Processing (ADP) specialises in cloud-centric human capital management solutions, benefiting from digital transformation trends.
- ADP has a strong market position with a steady stock price and broad institutional analyst coverage indicating stable investor interest.
- The company generates consistent revenue and EBITDA with solid operating fundamentals supporting financial resilience.
Considerations
- ADP’s stock has shown modest negative returns year-to-date, signaling some recent performance challenges relative to market expectations.
- The company operates in a competitive IT services environment with potential regulatory and macroeconomic headwinds impacting growth.
- ADP’s growth and innovation pace may lag behind more tech-focused peers investing aggressively in emerging AI technologies.
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