Equity Research Report

Quantitative Scoring Engine v5.1 — 1 Ticker

Date: 25 June 2026Horizon: 1-2 yearsEngine: stock_researcher v5.1

Executive Summary

Ticker	Price	Verdict	Conviction	Score	Base Target	Upside	Fortress
DELL	$434.04	CAUTIOUS YES	5/10	6.5	$N/A	N/A	N/A

DELL Dell Technologies Inc. Technology CAUTIOUS YES — 5/10

Conviction

5/10

Hard Gates

Overall: ALL PASSED

Gate	Detail
✓ G1 Price Data	$434.04
✓ G2 Market Cap	Market Cap: $280.45B
✓ G3 Price History	252 trading days (min: 100)
✓ G4 Options	Options available (19 expirations)
✓ G5 Delisting	No delisting signals

Pillar Scoring

Fundamentals (40%)6.24/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Revenue Growth	25%	87.5% [volatile] MEASURED	9.0	2.250
Gross Margin	15%	19.2% [-0.5pp YoY] MEASURED	0.7	0.105
Operating Margin	15%	8.9% [+2.6pp YoY] MEASURED	5.0	0.746
Fcf Yield	10%	1.9% (growth adj) MEASURED	6.4	0.641
Roic	15%	ROA=7.0% (ROIC fallback) MEASURED	6.8	1.020
Debt Health	10%	ND/EBITDA=1.4x, ICR=9.2x, CR=0.95 MEASURED	6.7	0.672
Earnings Trajectory	10%	EPS(T)=12.53, EPS(F)=21.40, Fwd=+71% MEASURED	8.0	0.800
7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.24 → Adjusted: 6.24 \| Composite contribution: 6.24 × 0.40 = 2.496				2.496

Technicals (15%)6.13/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Trend Alignment	25%	above 50-DMA, above 200-DMA, golden cross, ADX=45 (strong trend) MEASURED	10.0	2.500
Mean Reversion	25%	RSI=69 (getting hot), %B=72 (mid-band) MEASURED	3.0	0.750
Momentum	20%	MACD below signal, histogram negative, ROC=42.3% (strong up) MEASURED	5.2	1.040
Positioning Sentiment	20%	SI=6.3% (elevated), P/C=1.21 (elevated puts) MEASURED	7.7	1.540
Volume Confirmation	10%	RVOL=0.3x (weak) MEASURED	3.0	0.300
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.13 → Adjusted: 6.13 \| Composite contribution: 6.13 × 0.15 = 0.919				0.919

Fortress Fit (30%)6.62/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Iv Richness	35%	77% MEASURED	9.9	3.467
Iv Vs Hv	10%	IV/HV=0.72x MEASURED	2.5	0.250
Beta Gap Risk	10%	1.38 MEASURED	9.0	0.900
Gap History	10%	Worst day: -9.1%, >5% drops: 11 MEASURED	6.0	0.600
Capital Outlay	5%	$43,404 per 100 shares MEASURED	9.0	0.450
Entry Timing	10%	LEAPS available MEASURED	5.5	0.550
Options Liquidity	20%	near-term OI 473 (illiquid), LEAPS OI 529 (~449d, thin), spread 7% MEASURED	2.0	0.400
IV Source: IBKR Live 7/7 factors have data (100%) — No coverage penalty Pillar score: Raw: 6.62 → Adjusted: 6.62 \| Composite contribution: 6.62 × 0.30 = 1.986				1.986

Valuation (15%)7.18/10

Factor	Weight	Raw Value	Score (0–10)	Contribution
Forward Pe	30%	20.3x MEASURED	7.0	2.100
Peg Ratio	20%	0.69 MEASURED	8.0	1.600
Ev Ebitda	20%	21.2x MEASURED	6.0	1.200
Analyst Upside	15%	+11.8% to $485 MEASURED	5.7	0.851
Ps Or Pb	15%	P/S=2.1x (asset-light) MEASURED	9.5	1.425
5/5 factors have data (100%) — No coverage penalty Pillar score: Raw: 7.18 → Adjusted: 7.18 \| Composite contribution: 7.18 × 0.15 = 1.077				1.077

Composite Calculation & Verdict

6.5Composite Score

Pillar	Score	Weight	Contribution
Fundamentals (40%)	6.24	40%	2.496
Technicals (15%)	6.13	15%	0.919
Fortress Fit (30%)	6.62	30%	1.986
Valuation (15%)	7.18	15%	1.077
Composite Score			6.48

Raw Data

▶ Raw Data Fetched (click to expand)

Field	Value	Source
Price	434.04	yfinance/IBKR
Market Cap	$280.45B	yfinance
IV (IBKR)	77.2%	IBKR live
IV (yfinance)	78.2%	yfinance options
HV 30d	107.8%	computed
Beta	1.378	yfinance
Revenue Growth	87.5%	yfinance
Gross Margin	19.2%	yfinance
Operating Margin	8.9%	yfinance
FCF	$5.43B	yfinance
ROE (ref)	N/A	yfinance
ROA (ref)	7.0%	yfinance
Total Equity	N/A	yfinance
D/E Ratio	N/A	yfinance
Current Ratio	0.95	yfinance
EPS Trailing	12.53	yfinance
EPS Forward	21.40	yfinance
Earnings Growth	282.5%	yfinance
Fwd P/E	20.28	yfinance
PEG Ratio	0.69	yfinance
EV/EBITDA	21.16	yfinance
P/S Ratio	2.09	yfinance
P/B Ratio (ref)	-200.67	yfinance
Analyst Target	$485.08698	yfinance
Near-term ATM OI	473	~45d chain
LEAPS ATM OI	529	~449d chain
Near-term Spread %	6.7%	~45d chain
Has LEAPS	Yes	yfinance
Next Earnings	2026-09-04	yfinance
Worst 1-Day Drop	-9.1%	price history
>5% Drop Days	11	price history
RSI 14	68.6	computed
MACD	36.89	computed
ADX 14	45.00	computed
Relative Volume	0.27	computed
52W High	$469.47	yfinance
52W Low	$110.22	yfinance
1Y Return	+265.4%	yfinance

▲ MODERATELY STRETCHED UP

+145% above 200-DMA (very stretched)

90-Day Price

Price

$434.04

Market Cap

$280.5B

P/E (TTM)

34.64x

Fwd P/E

20.28x

Revenue

$134.00B

Rev Growth

87.5%

Gross Margin

19.2%

EPS (TTM)

12.53

30d IV

77.2% (8th pctl)

IV Source

IBKR Live

HV (30d)

107.8%

Beta

1.38

Worst Day

-9.1%

52W Range

$110.22-$469.47

1Y Return

+265.4%

FCF

$5.43B

Next Earnings

2026-09-04

Investment Thesis

AI narrative failed: Error code: 404 - {'type': 'error', 'error': {'type': 'not_found_error', 'message': 'model: claude-sonnet-4-20250514'}, 'request_id': 'req_011CcNQVnsmbxmNf9Mz3YTay'}

Technicals

Current Price$434.04

50 DMA296.9 (above)

200 DMA177.45 (above)

RSI (14)68.6 (neutral)

Stochastic RSI41

MACD36.888 (signal: 39.757)

ADX (14)45 (trending)

Bollinger (20,2)328.82 / 402.2 / 475.58

BB %B71.7%

Relative Volume0.27x

% From 52W High-7.5%

Support Levels

$357.07

$227.27

$200.84

Resistance Levels

$469.47

N/A

Scenario	Price Target	Timeline	Rationale
Bear	$N/A	N/A	N/A
Base	$N/A	N/A	N/A
Bull	$N/A	N/A	N/A

Key Risks

N/A

Fortress Suitability: N/A

N/A

Disclaimer: This report is auto-generated for informational purposes only. Verdicts and conviction scores are computed by a deterministic quantitative scoring engine (4-pillar model with hard gates). Narrative sections are generated by Anthropic Claude and may contain errors. Fundamental data from Yahoo Finance. IV data from IBKR (where available) or Yahoo Finance options. All data subject to delays. Options trading involves substantial risk. Always do your own due diligence.