Dell Technologies Inc (DELL)vsTransAct Technologies Incorporated (TACT)
DELL
Dell Technologies Inc
$184.01
+4.01%
TECHNOLOGY · Cap: $117.24B
TACT
TransAct Technologies Incorporated
$3.29
-2.37%
TECHNOLOGY · Cap: $34.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 220448% more annual revenue ($113.54B vs $51.48M). DELL leads profitability with a 5.2% profit margin vs -2.4%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 75/100 (B+).
DELL
Strong Buy75
out of 100
Grade: B+
TACT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$184.01
$222.68 discount
Intrinsic value data unavailable for TACT.
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
Reasonable price relative to book value
Earnings expanding 80.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
5.2% margin — thin
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Currently unprofitable
Operating margin of -10.1%
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 : TACT
The strongest argument for TACT centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 11.9% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while TACT is a turnaround play — different risk/reward profiles.
TACT carries more volatility with a beta of 1.30 — 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 (75/100 vs 57/100) 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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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