Dell Technologies Inc (DELL)vsOshkosh Corporation (OSK)
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
OSK
Oshkosh Corporation
$140.46
-2.61%
INDUSTRIALS · Cap: $9.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 989% more annual revenue ($113.54B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy78
out of 100
Grade: B+
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$157.67
$249.02 discount
Margin of Safety
-156.1%
Fair Value
$68.14
Current Price
$140.46
$72.32 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
5.2% margin — thin
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.35 — expect wider price swings.
DELL is growing revenue faster at 39.5% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (78/100 vs 48/100) and 39.5% revenue growth. Both earn "Strong Buy" and "Hold" 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 →Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
Compare with Other COMPUTER HARDWARE Stocks
Want to dig deeper into these stocks?