Corsair Gaming Inc (CRSR)vsDell Technologies Inc (DELL)
CRSR
Corsair Gaming Inc
$9.01
-9.17%
TECHNOLOGY · Cap: $1.06B
DELL
Dell Technologies Inc
$421.90
+1.05%
TECHNOLOGY · Cap: $282.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 9096% more annual revenue ($134.00B vs $1.46B). DELL leads profitability with a 6.3% profit margin vs 0.5%. DELL trades at a lower P/E of 50.3x. DELL earns a higher WallStSmart Score of 74/100 (B).
CRSR
Hold48
out of 100
Grade: D+
DELL
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$9.05
Current Price
$9.01
$0.04 discount
Margin of Safety
-86.5%
Fair Value
$198.31
Current Price
$421.90
$223.59 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1668.0% YoY
Conservative balance sheet, low leverage
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
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.5% margin — thin
6.3% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRSR
The strongest argument for CRSR centers on Price/Book, EPS Growth, Debt/Equity.
Bull 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 0.71 suggests the stock is reasonably priced for its growth.
Bear Case : CRSR
The primary concerns for CRSR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 110.2x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Bear Case : DELL
The primary concerns for DELL are Profit Margin, P/E Ratio, Altman Z-Score. A P/E of 50.3x leaves little room for execution misses.
Key Dynamics to Monitor
CRSR profiles as a value stock while DELL is a hypergrowth play — different risk/reward profiles.
CRSR carries more volatility with a beta of 1.82 — 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 48/100) and 87.5% revenue growth. CRSR offers better value entry with a 45.2% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Corsair Gaming Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Corsair Gaming, Inc. designs, markets and distributes gaming and broadcast peripherals, components and systems in the Americas, Europe, the Middle East and Asia Pacific.
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.
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