Dell Technologies vs Comcast

Dell Technologies and Comcast are compared on this page to help you understand differences in their business models, financial performance, and market context. The article explains how each company structures its offerings, how growth factors, profitability, and capital decisions influence operations, and the broader industry environment in which they compete. Educational content, not financial advice.

Dell Technologies and Comcast are compared on this page to help you understand differences in their business models, financial performance, and market context. The article explains how each company st...

About The Companies

Dell Technologies (DELL)

Dell Technologies (DELL) is a global provider of personal computers, enterprise servers, storage, networking and IT services. With a market capitalisation of about $100.15 billion, Dell serves both consumer and corporate customers through hardware, software and services that support on-premises, cloud and hybrid IT environments. Investors should know Dell’s business mixes steady PC demand with enterprise infrastructure and services, offering diversification but also exposure to cyclical spending and intense competition from peers such as HP, Lenovo and HPE. The company’s past acquisitions have increased scale but also leverage, which can affect capital allocation. Potential upside comes from hybrid cloud adoption, edge computing and higher‑margin services, while risks include supply-chain disruption, component costs and shifting enterprise spending. This is general information for learning purposes only — not personalised investment advice. Values can rise and fall and past performance is no guarantee of future returns; consider your own situation or speak to a financial adviser.

Comcast (CMCSA)

Comcast Corporation (CMCSA) is a diversified media and communications company known for its Xfinity broadband and pay-TV services, NBCUniversal media assets, Peacock streaming service and theme parks. For investors, the company combines steady, subscription-driven cash flows from broadband with advertising and content revenue from its media businesses, plus leisure exposure via parks. Key considerations include Comcast’s scale in distribution and content, ongoing investment in network infrastructure and content, and efforts to grow streaming monetisation. Financially, capital expenditure, content spending and leverage are important to monitor alongside cash return policies such as dividends and buybacks. Major risks include cord-cutting and intense streaming competition, advertising cyclicality, regulatory and spectrum issues, and sensitivity of parks to consumer spending. Market cap is roughly $110.66bn. This is an educational overview, not personalised advice — values can rise or fall, and investors should assess suitability, diversification and time horizon or consult a financial adviser.

Comparison Snapshot

Key Financial Metrics

DELL

Metric

CMCSA

$86.14B

Market Cap

$99.22B

24.59%

Potential Profit

30.08%

Buy

Analyst Rating

Hold

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.

Sentiment:

🐃Bullish

Comcast's Board Greenlights Spin-Off of Versant Media Group, Unlocking New Trading Opportunities for Shareholders.

Distribution details: Comcast Class A holders will receive Versant Class A shares via book-entry or brokerage credit, with 'when-issued' trading under VSNTV starting December 15 and regular trading on January 5, 2026.
Dual trading markets: Shares will trade 'regular-way' (CMCSA, includes distribution rights) or 'ex-distribution' (CMCSV, excludes rights) from December 15 through the distribution date.
Investor guidance: Comcast will issue an information statement detailing risks and terms, urging shareholders to consult advisors on buying or selling implications.

Sentiment:

⚖️Neutral

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.

Sentiment:

🐃Bullish

Comcast's Board Greenlights Spin-Off of Versant Media Group, Unlocking New Trading Opportunities for Shareholders.

Distribution details: Comcast Class A holders will receive Versant Class A shares via book-entry or brokerage credit, with 'when-issued' trading under VSNTV starting December 15 and regular trading on January 5, 2026.
Dual trading markets: Shares will trade 'regular-way' (CMCSA, includes distribution rights) or 'ex-distribution' (CMCSV, excludes rights) from December 15 through the distribution date.
Investor guidance: Comcast will issue an information statement detailing risks and terms, urging shareholders to consult advisors on buying or selling implications.

Sentiment:

⚖️Neutral

Which Baskets Do They Appear In?

Neuro-Inclusive Employers

Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Neuro-Inclusive Employers

Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.

Published: June 17, 2025

Explore Basket

Investment Analysis