Dell Technologies Inc (DELL)vsLogitech International SA (LOGI)
DELL
Dell Technologies Inc
$421.90
+1.05%
TECHNOLOGY · Cap: $282.76B
LOGI
Logitech International SA
$119.07
-6.01%
TECHNOLOGY · Cap: $16.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 2668% more annual revenue ($134.00B vs $4.84B). LOGI leads profitability with a 14.7% profit margin vs 6.3%. DELL appears more attractively valued with a PEG of 0.71. DELL earns a higher WallStSmart Score of 74/100 (B).
DELL
Strong Buy74
out of 100
Grade: B
LOGI
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.5%
Fair Value
$198.31
Current Price
$421.90
$223.59 premium
Intrinsic value data unavailable for LOGI.
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
Every $100 of equity generates 32 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
6.3% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
3.1% earnings growth
Weak financial health signals
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 0.71 suggests the stock is reasonably priced for its growth.
Bull Case : LOGI
The strongest argument for LOGI centers on Return on Equity, Debt/Equity, Altman Z-Score.
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.
Bear Case : LOGI
The primary concerns for LOGI are PEG Ratio, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while LOGI is a value 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 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 55/100) and 87.5% 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 →Logitech International SA
TECHNOLOGY · COMPUTER HARDWARE · USA
Logitech International SA designs, manufactures and markets products that help people connect to digital and cloud experiences globally. The company is headquartered in Lausanne, Switzerland.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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