Dell Technologies Inc (DELL)vsTransAct Technologies Incorporated (TACT)
DELL
Dell Technologies Inc
$425.56
-1.44%
TECHNOLOGY · Cap: $258.13B
TACT
TransAct Technologies Incorporated
$5.61
+2.19%
TECHNOLOGY · Cap: $52.41M
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 253490% more annual revenue ($134.00B vs $52.84M). DELL leads profitability with a 6.3% profit margin vs -0.9%. DELL appears more attractively valued with a PEG of 0.66. DELL earns a higher WallStSmart Score of 76/100 (B+).
DELL
Strong Buy76
out of 100
Grade: B+
TACT
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DELL.
Margin of Safety
+39.7%
Fair Value
$5.94
Current Price
$5.61
$0.33 discount
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
Earnings expanding 3863.0% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.5% — below average capital efficiency
Negative free cash flow — burning cash
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 0.66 suggests the stock is reasonably priced for its growth.
Bull Case : TACT
The strongest argument for TACT centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : TACT
The primary concerns for TACT are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while TACT is a turnaround 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 (76/100 vs 59/100) and 87.5% revenue growth. TACT offers better value entry with a 39.7% margin of safety. 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 →TransAct Technologies Incorporated
TECHNOLOGY · COMPUTER HARDWARE · USA
TransAct Technologies Incorporated designs, develops and markets specialized and transaction-based printers and terminals in the United States and internationally. The company is headquartered in Hamden, Connecticut.
Visit Website →Compare with Other COMPUTER HARDWARE Stocks
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