Dell Technologies Inc (DELL)vsWestern Digital Corporation (WDC)
DELL
Dell Technologies Inc
$568.06
-3.46%
TECHNOLOGY · Cap: $360.69B
WDC
Western Digital Corporation
$441.36
+4.13%
TECHNOLOGY · Cap: $161.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1070% more annual revenue ($151.20B vs $12.92B). WDC leads profitability with a 73.0% profit margin vs 7.5%. DELL appears more attractively valued with a PEG of 0.60. WDC earns a higher WallStSmart Score of 79/100 (B+).
DELL
Strong Buy76
out of 100
Grade: B+
WDC
Strong Buy79
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 57.7% year-over-year
Earnings expanding 272.9% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Every $100 of equity generates 106 in profit
Keeps 73 of every $100 in revenue as profit
Strong operational efficiency at 43.6%
Revenue surging 43.8% year-over-year
Earnings expanding 984.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
7.5% margin — thin
Distress zone — elevated risk
Trading at 21.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DELL
The strongest argument for DELL centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 57.7% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 73.0% and operating margin at 43.6%. Revenue growth of 43.8% demonstrates continued momentum.
Bear Case : DELL
The primary concerns for DELL are P/E Ratio, Profit Margin, Altman Z-Score.
Bear Case : WDC
The primary concerns for WDC are Price/Book.
Key Dynamics to Monitor
DELL profiles as a hypergrowth stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 2.18 — expect wider price swings.
DELL is growing revenue faster at 57.7% — sustainability is the question.
WDC generates stronger free cash flow (991M), providing more financial flexibility.
Bottom Line
WDC scores higher overall (79/100 vs 76/100), backed by strong 73.0% margins and 43.8% 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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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