Apple Inc. vs Dell Technologies Inc., two Computer Hardware stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AAPL and DELL diverge most: on return on assets, AAPL reads 33.6% and DELL reads 6.8%; on p/s, AAPL reads 9.72 and DELL reads 1.98. The rest of the comparable metrics sit closer together. On valuation, today's AAPL price has a different growth bar priced in than DELL (+32.4% implied for AAPL vs +28.1% for DELL); the higher figure is the steeper assumption to clear, not a better or worse stock. What AAPL's price implies is a somewhat stretched bet versus history (whole-company basis). What DELL's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AAPL | DELL |
|---|---|---|
| Price | $308.52 | $404.75 |
| Market cap | $4.54T | $265.5B |
| Sector | Computer Hardware | Computer Hardware |
| Stage | Mature | Growth |
| Implied growth (priced in) | +32.4% | +28.1% |
| P/E | 35.4 | 32.3 |
| P/B | 42.22 | — |
| P/S | 9.72 | 1.98 |
| EV/EBITDA | 29.1 | 25.7 |
| Revenue growth | +14.1% | +39.2% |
| Gross margin | 50.1% | 17.8% |
| Operating margin | 32.6% | 8.3% |
| Net margin | 27.6% | 5.8% |
| Return on equity | 119.9% | — |
| Return on assets | 33.6% | 6.8% |
| Return on invested capital | 63.3% | 24.8% |
| FCF yield | 3.0% | 3.6% |
| Dividend yield | 0.3% | 0.5% |
| Debt / equity | 0.87 | — |
| Current ratio | 1.00 | 0.95 |
| Altman Z (solvency) | 7.57 | 2.68 |
| Piotroski F (quality) | 6 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.