Astera Labsvs.Dell Technologies
ALAB vs DELL · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.
Dell Technologies is about 5.7× larger than Astera Labs by market cap; Dell Technologies trades at the lower P/E (38.1 vs 151.6); year to date, Dell Technologies leads (+244.1% vs +66.8%).
Side by side
| ALAB | DELL | |
|---|---|---|
| Market cap | $56B | $320B |
| Price | $282.65 | $451.50 |
| Today | +1.8% | +4.2% |
| Return YTD | +66.8% | +244.1% |
| Return 1Y | +55.0% | +231.1% |
| P/E | 151.6 | 38.1 |
| P/S | 46.6 | 2.4 |
| P/B | 32.4 | 35.8 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
Astera LabsALAB
Signal integrity becomes a real constraint at AI-server speeds. Astera Labs sells the fix: Aries PCIe retimers, Taurus and Leo connectivity, Scorpio fabric switches.
Full ALAB profile →Dell TechnologiesDELL
Dell's AI server backlog has grown quickly, sold to enterprises and cloud operators alike, on top of a long-standing PC and storage business.
Full DELL profile →More ALAB & DELL comparisons
Other head-to-heads in the Data centers segment.