Dell Technologies Inc (DELL)vsIntercontinental Exchange Inc (ICE)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
ICE
Intercontinental Exchange Inc
$141.50
-0.53%
FINANCIAL SERVICES · Cap: $79.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1184% more annual revenue ($134.00B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 6.3%. DELL appears more attractively valued with a PEG of 0.67. ICE earns a higher WallStSmart Score of 74/100 (B).
DELL
Strong Buy74
out of 100
Grade: B
ICE
Strong Buy74
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 87.5% year-over-year
Earnings expanding 282.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.3%
Earnings expanding 79.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Revenue surging 20.4% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while ICE is a growth play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.38 — 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 74/100) and 87.5% 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 →Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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