Dell Technologies Inc (DELL)vsIntuit Inc (INTU)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
INTU
Intuit Inc
$296.76
-0.77%
TECHNOLOGY · Cap: $77.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 540% more annual revenue ($134.00B vs $20.93B). INTU leads profitability with a 21.9% profit margin vs 6.3%. DELL appears more attractively valued with a PEG of 0.67. INTU earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy74
out of 100
Grade: B
INTU
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DELL.
Margin of Safety
+28.0%
Fair Value
$370.90
Current Price
$296.76
$74.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 44 in profit
Revenue surging 87.5% year-over-year
Earnings expanding 282.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 47.0%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 87.5% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : INTU
The strongest argument for INTU centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.9% and operating margin at 47.0%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : INTU
No major red flags identified for INTU, but monitor valuation.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while INTU is a mature play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.38 — expect wider price swings.
DELL is growing revenue faster at 87.5% — sustainability is the question.
INTU generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (78/100 vs 74/100), backed by strong 21.9% margins and 10.4% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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