Dell Technologies Inc (DELL)vsMcKesson Corporation (MCK)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
MCK
McKesson Corporation
$775.66
+2.47%
HEALTHCARE · Cap: $91.29B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 201% more annual revenue ($403.43B vs $134.00B). DELL leads profitability with a 6.3% profit margin vs 1.2%. DELL appears more attractively valued with a PEG of 0.67. DELL earns a higher WallStSmart Score of 74/100 (B).
DELL
Strong Buy74
out of 100
Grade: B
MCK
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DELL.
Margin of Safety
-65.2%
Fair Value
$576.90
Current Price
$775.66
$198.76 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 37.2% YoY
Generating 3.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
1.2% margin — thin
Operating margin of 2.2%
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 : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : MCK
The primary concerns for MCK are PEG Ratio, Return on Equity, Profit Margin. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while MCK is a value 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.
MCK generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
DELL scores higher overall (74/100 vs 53/100) 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 →McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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