Dell Technologies Inc (DELL)vsSeagate Technology PLC (STX)
DELL
Dell Technologies Inc
$568.06
-3.46%
TECHNOLOGY · Cap: $360.69B
STX
Seagate Technology PLC
$858.79
+6.93%
TECHNOLOGY · Cap: $188.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1140% more annual revenue ($151.20B vs $12.20B). STX leads profitability with a 26.1% profit margin vs 7.5%. STX appears more attractively valued with a PEG of 0.49. STX earns a higher WallStSmart Score of 79/100 (B+).
DELL
Strong Buy76
out of 100
Grade: B+
STX
Strong Buy79
out of 100
Grade: B+
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 57.7% year-over-year
Earnings expanding 272.9% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
Every $100 of equity generates 147 in profit
Strong operational efficiency at 43.1%
Revenue surging 48.5% year-over-year
Earnings expanding 148.8% YoY
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
7.5% margin — thin
Distress zone — elevated risk
Elevated debt levels
Premium valuation, high expectations priced in
Trading at 89.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 57.7% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 26.1% and operating margin at 43.1%. Revenue growth of 48.5% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : STX
The primary concerns for STX are Debt/Equity, P/E Ratio, Price/Book. A P/E of 62.1x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 2.09 — expect wider price swings.
DELL is growing revenue faster at 57.7% — sustainability is the question.
STX generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
STX scores higher overall (79/100 vs 76/100), backed by strong 26.1% margins and 48.5% 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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