Dell Technologies Inc (DELL)vsResMed Inc (RMD)
DELL
Dell Technologies Inc
$157.67
+0.58%
TECHNOLOGY · Cap: $104.49B
RMD
ResMed Inc
$225.99
-0.62%
HEALTHCARE · Cap: $32.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 2003% more annual revenue ($113.54B vs $5.40B). RMD leads profitability with a 27.5% profit margin vs 5.2%. DELL appears more attractively valued with a PEG of 0.65. DELL earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy78
out of 100
Grade: B+
RMD
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.5%
Fair Value
$406.69
Current Price
$157.67
$249.02 discount
Margin of Safety
+14.3%
Fair Value
$303.00
Current Price
$225.99
$77.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 35.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
5.2% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are Profit Margin.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while RMD is a mature play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.04 — 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 (78/100 vs 70/100) and 39.5% 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 →ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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