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DELL vs. NIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DELL vs. NIO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dell Technologies Inc. (DELL) and NIO Inc. (NIO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DELL achieves a 216.60% return, which is significantly higher than NIO's 2.16% return.


DELL

1D
1.05%
1M
63.47%
YTD
216.60%
6M
206.61%
1Y
266.54%
3Y*
104.49%
5Y*
52.50%
10Y*

NIO

1D
-0.38%
1M
-14.59%
YTD
2.16%
6M
3.58%
1Y
48.43%
3Y*
-16.32%
5Y*
-35.22%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DELL vs. NIO - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
DELL
Dell Technologies Inc.
216.60%11.22%52.97%95.85%-26.63%51.21%42.62%5.16%14.50%
NIO
NIO Inc.
2.16%16.97%-51.93%-6.97%-69.22%-35.00%1,112.44%-36.89%-2.30%

Correlation

The correlation between DELL and NIO is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Dec 21, 2018

0.22

Fundamentals

Market Cap

DELL:

$259.49B

NIO:

$12.93B

EPS

DELL:

$12.42

NIO:

-CN¥3.74

PS Ratio

DELL:

2.00

NIO:

0.85

Total Revenue (TTM)

DELL:

$134.00B

NIO:

CN¥100.51B

Gross Profit (TTM)

DELL:

$25.67B

NIO:

CN¥15.77B

EBITDA (TTM)

DELL:

$10.64B

NIO:

-CN¥7.54B

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Return for Risk

DELL vs. NIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DELL
DELL Risk / Return Rank: 9696
Overall Rank
DELL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
DELL Sortino Ratio Rank: 9797
Sortino Ratio Rank
DELL Omega Ratio Rank: 9696
Omega Ratio Rank
DELL Calmar Ratio Rank: 9797
Calmar Ratio Rank
DELL Martin Ratio Rank: 9595
Martin Ratio Rank

NIO
NIO Risk / Return Rank: 6464
Overall Rank
NIO Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
NIO Sortino Ratio Rank: 6666
Sortino Ratio Rank
NIO Omega Ratio Rank: 6161
Omega Ratio Rank
NIO Calmar Ratio Rank: 6464
Calmar Ratio Rank
NIO Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DELL vs. NIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dell Technologies Inc. (DELL) and NIO Inc. (NIO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DELLNIODifference
Sharpe ratioReturn per unit of total volatility

+3.18

Sortino ratioReturn per unit of downside risk

+3.14

Omega ratioGain probability vs. loss probability

1.56

1.16

+0.40

Calmar ratioReturn relative to maximum drawdown

7.91

1.01

+6.90

Martin ratioReturn relative to average drawdown

17.63

1.78

+15.85

DELL vs. NIO - Sharpe Ratio Comparison

The current DELL Sharpe Ratio is 3.89, which is higher than the NIO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DELL and NIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DELL vs. NIO - Drawdown Comparison

The maximum DELL drawdown since its inception was -59.59%, smaller than the maximum NIO drawdown of -95.00%. Use the drawdown chart below to compare losses from any high point for DELL and NIO.


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Drawdown Indicators


DELLNIODifference

Max Drawdown

Largest peak-to-trough decline

-59.59%

-95.00%

+35.41%

Max Drawdown (1Y)

Largest decline over 1 year

-32.34%

-43.73%

+11.39%

Max Drawdown (3Y)

Largest decline over 3 years

-59.59%

-79.69%

+20.10%

Max Drawdown (5Y)

Largest decline over 5 years

-59.59%

-94.10%

+34.51%

Current Drawdown

Current decline from peak

-15.11%

-91.71%

+76.60%

Average Drawdown

Average peak-to-trough decline

-18.48%

-67.90%

+49.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.49%

24.74%

-10.25%

Volatility

DELL vs. NIO - Volatility Comparison

Dell Technologies Inc. (DELL) has a higher volatility of 36.55% compared to NIO Inc. (NIO) at 17.58%. This indicates that DELL's price experiences larger fluctuations and is considered to be riskier than NIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DELLNIODifference

Volatility (1M)

Calculated over the trailing 1-month period

36.55%

17.58%

+18.97%

Volatility (6M)

Calculated over the trailing 6-month period

54.73%

41.08%

+13.65%

Volatility (1Y)

Calculated over the trailing 1-year period

65.88%

62.74%

+3.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.86%

71.62%

-20.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.99%

86.66%

-38.67%

Dividends

DELL vs. NIO - Dividend Comparison

DELL's dividend yield for the trailing twelve months is around 0.56%, while NIO has not paid dividends to shareholders.


PositionTTM2025202420232022
DELL
Dell Technologies Inc.
0.56%1.60%1.48%1.88%2.46%
NIO
NIO Inc.
0.00%0.00%0.00%0.00%0.00%

Financials

DELL vs. NIO - Financials Comparison

This section allows you to compare key financial metrics between Dell Technologies Inc. and NIO Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B20.00B30.00B40.00B20222023202420252026
43.84B
25.53B
(DELL) Total Revenue
(NIO) Total Revenue
Please note, different currencies. DELL values in USD, NIO values in CNY

DELL vs. NIO - Profitability Comparison

The chart below illustrates the profitability comparison between Dell Technologies Inc. and NIO Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-10.0%-5.0%0.0%5.0%10.0%15.0%20.0%25.0%20222023202420252026
17.8%
19.0%
Portfolio components
DELL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a gross profit of 7.78B and revenue of 43.84B. Therefore, the gross margin over that period was 17.8%.

NIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.

DELL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported an operating income of 3.66B and revenue of 43.84B, resulting in an operating margin of 8.3%.

NIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.

DELL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dell Technologies Inc. reported a net income of 3.44B and revenue of 43.84B, resulting in a net margin of 7.8%.

NIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.


Frequently Asked Questions


DELL and NIO have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DELL has higher volatility (36.55%) compared to NIO (17.58%). In terms of maximum drawdown, DELL dropped -59.59% vs NIO's -95.00%.

DELL currently has the higher Sharpe Ratio (3.89 vs 0.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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