Corsair Gaming Inc (CRSR)vsDell Technologies Inc (DELL)
CRSR
Corsair Gaming Inc
$13.54
+7.72%
TECHNOLOGY · Cap: $1.46B
DELL
Dell Technologies Inc
$567.29
+11.98%
TECHNOLOGY · Cap: $360.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 10317% more annual revenue ($151.20B vs $1.45B). DELL leads profitability with a 7.5% profit margin vs 2.5%. DELL trades at a lower P/E of 33.0x. DELL earns a higher WallStSmart Score of 76/100 (B+).
CRSR
Hold44
out of 100
Grade: D
DELL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.6%
Fair Value
$8.79
Current Price
$13.54
$4.75 discount
Intrinsic value data unavailable for DELL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 1668.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
2.5% margin — thin
Premium valuation, high expectations priced in
7.5% margin — thin
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CRSR
The strongest argument for CRSR centers on EPS Growth, Debt/Equity, Price/Book.
Bull 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.
Bear Case : CRSR
The primary concerns for CRSR are Altman Z-Score, Market Cap, Return on Equity. A P/E of 43.7x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
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 1.88 — expect wider price swings.
DELL is growing revenue faster at 57.7% — sustainability is the question.
DELL generates stronger free cash flow (986M), providing more financial flexibility.
Bottom Line
DELL scores higher overall (76/100 vs 44/100) and 57.7% revenue growth. CRSR offers better value entry with a 43.6% 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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