Dell Technologies Inc (DELL)vsParker-Hannifin Corporation (PH)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
PH
Parker-Hannifin Corporation
$882.34
+1.16%
INDUSTRIALS · Cap: $115.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 538% more annual revenue ($134.00B vs $20.99B). PH leads profitability with a 16.6% profit margin vs 6.3%. 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
PH
Buy55
out of 100
Grade: C-
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
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
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 : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while PH is a mature 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 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 →Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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