Dell Technologies Inc (DELL)vsTE Connectivity Ltd (TEL)
DELL
Dell Technologies Inc
$421.90
-2.34%
TECHNOLOGY · Cap: $270.14B
TEL
TE Connectivity Ltd
$220.83
+2.56%
TECHNOLOGY · Cap: $63.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 617% more annual revenue ($134.00B vs $18.70B). TEL leads profitability with a 15.5% profit margin vs 6.3%. DELL appears more attractively valued with a PEG of 0.67. TEL earns a higher WallStSmart Score of 78/100 (B+).
DELL
Strong Buy74
out of 100
Grade: B
TEL
Strong Buy78
out of 100
Grade: B+
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 7150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 20.3%
Areas to Watch
Premium valuation, high expectations priced in
6.3% margin — thin
Distress zone — elevated risk
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 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : TEL
The strongest argument for TEL centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 20.3%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : TEL
The primary concerns for TEL are Piotroski F-Score.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while TEL 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
TEL scores higher overall (78/100 vs 74/100), backed by strong 15.5% margins and 14.5% 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 →TE Connectivity Ltd
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
TE Connectivity is an American Swiss-domiciled technology company that designs and manufactures connectors and sensors for several industries, such as automotive, industrial equipment, data communication systems, aerospace, defense, medical, oil and gas, consumer electronics and energy.
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