Dell Technologies Inc (DELL)vsSeaboard Corporation (SEB)
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
SEB
Seaboard Corporation
$4,922.29
-2.65%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1056% more annual revenue ($113.54B vs $9.82B). DELL leads profitability with a 5.2% profit margin vs 4.0%. SEB 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+
SEB
Strong Buy65
out of 100
Grade: B-
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
+71.0%
Fair Value
$19183.79
Current Price
$4922.29
$14261.50 discount
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
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
5.2% margin — thin
4.0% margin — thin
Operating margin of 3.3%
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 : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Bear Case : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while SEB is a value play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.04 — 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 65/100) and 39.5% revenue growth. SEB offers better value entry with a 71.0% margin of safety. 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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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