Dell Technologies vs IBM
Dell Technologies is larger by market cap ($284.9B vs $224.6B). Dell Technologies reports higher tracked revenue ($113.5B vs $67.5B). Dell Technologies's primary segment is Networking & Systems; IBM's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Dell Technologies | IBM | |
|---|---|---|
| Market cap | $284.9B | $224.6B |
| Revenue | $113.5B (FY2026) | $67.5B (FY2025) |
| Primary segment | Networking & Systems | Hyperscalers |
| Market position | leader | major |
| Country | United States | United States |
| Tracked suppliers | 38 | 6 |
| Tracked customers | 18 | 1 |
| Chokepoint / criticality | 81/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Dell Technologies and IBM compare
- Size: Dell Technologies is the larger company by market cap.
- Revenue: Dell Technologies reports higher tracked revenue.
- Supply-chain criticality: Dell Technologies has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Dell Technologies (United States) vs IBM (United States).