Dell Technologiesvs.Equinix
DELL vs EQIX · 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 3.0× larger than Equinix by market cap; Dell Technologies trades at the lower P/E (38.1 vs 69.1); year to date, Dell Technologies leads (+244.1% vs +37.7%).
Side by side
| DELL | EQIX | |
|---|---|---|
| Market cap | $320B | $106B |
| Price | $451.50 | $1,073.44 |
| Today | +4.2% | +1.7% |
| Return YTD | +244.1% | +37.7% |
| Return 1Y | +231.1% | +34.2% |
| P/E | 38.1 | 69.1 |
| P/S | 2.4 | 10.8 |
| P/B | 35.8 | 7.4 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
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 →EquinixEQIX
Carrier-neutral by design. Equinix rents floor space and power, then sells the interconnection between whoever is in the building. xScale covers the hyperscale-sized halls.
Full EQIX profile →More DELL & EQIX comparisons
Other head-to-heads in the Data centers segment.