WallStSmart

Dell Technologies Inc (DELL)vsDiamondback Energy Inc (FANG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Dell Technologies Inc generates 694% more annual revenue ($113.54B vs $14.29B). FANG leads profitability with a 11.6% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.87. DELL earns a higher WallStSmart Score of 75/100 (B+).

DELL

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 6.5Value: 8.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.61

FANG

Hold

43

out of 100

Grade: D

Growth: 5.3Profit: 4.0Value: 5.3Quality: 3.3
Piotroski: 1/9Altman Z: 1.24
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DELLUndervalued (+80.8%)

Margin of Safety

+80.8%

Fair Value

$644.85

Current Price

$211.64

$433.21 discount

UndervaluedFair: $644.85Overvalued
FANGUndervalued (+44.1%)

Margin of Safety

+44.1%

Fair Value

$302.54

Current Price

$206.18

$96.36 discount

UndervaluedFair: $302.54Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DELL6 strengths · Avg: 9.5/10
Return on EquityProfitability
44.3%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
39.5%10/10

Revenue surging 39.5% year-over-year

EPS GrowthGrowth
57.3%10/10

Earnings expanding 57.3% YoY

Debt/EquityHealth
-11.9210/10

Conservative balance sheet, low leverage

Market CapQuality
$136.65B9/10

Large-cap with strong market position

PEG RatioValuation
0.878/10

Growing faster than its price suggests

FANG3 strengths · Avg: 8.3/10
Market CapQuality
$60.11B9/10

Large-cap with strong market position

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.40B8/10

Generating 1.4B in free cash flow

Areas to Watch

DELL2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

FANG4 concerns · Avg: 3.0/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
3.7%3/10

ROE of 3.7% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
55.522/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 0.87 suggests the stock is reasonably priced for its growth.

Bull Case : FANG

The strongest argument for FANG centers on Market Cap, Price/Book, Free Cash Flow.

Bear Case : DELL

The primary concerns for DELL are Altman Z-Score, Profit Margin.

Bear Case : FANG

The primary concerns for FANG are P/E Ratio, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

DELL profiles as a hypergrowth stock while FANG is a declining play — different risk/reward profiles.

DELL carries more volatility with a beta of 1.06 — 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 43/100) and 39.5% revenue growth. FANG offers better value entry with a 44.1% 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.

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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Diamondback Energy Inc

ENERGY · OIL & GAS E&P · USA

Diamondback Energy is a company engaged in hydrocarbon exploration and headquartered in Midland, Texas.

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