Dell Technologies Inc (DELL)vsPure Storage Inc (PSTG)
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.91B
PSTG
Pure Storage Inc
$62.63
-4.31%
TECHNOLOGY · Cap: $20.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 3000% more annual revenue ($113.54B vs $3.66B). DELL leads profitability with a 5.2% profit margin vs 5.1%. 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+
PSTG
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.4%
Fair Value
$405.76
Current Price
$157.67
$248.09 discount
Margin of Safety
-195.4%
Fair Value
$25.74
Current Price
$62.63
$36.89 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
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 45.4% YoY
Earnings expanding 140.6% YoY
Revenue surging 20.4% year-over-year
Areas to Watch
5.2% margin — thin
Trading at 14.3x book value
5.1% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, Debt/Equity. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : PSTG
The strongest argument for PSTG centers on EPS Growth, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Bear Case : PSTG
The primary concerns for PSTG are Price/Book, Profit Margin, P/E Ratio. A P/E of 114.3x leaves little room for execution misses.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while PSTG is a growth play — different risk/reward profiles.
PSTG carries more volatility with a beta of 1.33 — 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 59/100) and 39.5% revenue growth. Both earn "Strong Buy" and "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 →Pure Storage Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Pure Storage, Inc. provides data storage technology and solutions in the United States and internationally. The company is headquartered in Mountain View, California.
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