Dell Technologies Inc (DELL)vsSeaboard Corporation (SEB)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
SEB
Seaboard Corporation
$5,433.10
+1.35%
INDUSTRIALS · Cap: $5.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1263% more annual revenue ($134.00B vs $9.83B). DELL leads profitability with a 6.3% profit margin vs 5.9%. SEB appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 74/100 (B).
DELL
Strong Buy74
out of 100
Grade: B
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DELL.
Margin of Safety
-28.6%
Fair Value
$4331.44
Current Price
$5433.10
$1101.66 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 277.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
3.6% revenue growth
5.9% margin — thin
Operating margin of 4.0%
Negative free cash flow — burning cash
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 : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : SEB
The primary concerns for SEB are Revenue Growth, Profit Margin, Operating Margin.
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 1.38 — expect wider price swings.
DELL is growing revenue faster at 87.5% — sustainability is the question.
DELL generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (74/100 vs 65/100) and 87.5% 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 →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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